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Question 260 - Certified Platform App Builder discussion

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Universal Containers asked the app builder to ensure when an account type changes to 'Past-Customer' the contacts directly related to that account get an updated status of 'Re-Market'.

Which automation should the app builder use to accomplish this task?

A.
Screen flow
Answers
A.
Screen flow
B.
Lightning component
Answers
B.
Lightning component
C.
Validation rule
Answers
C.
Validation rule
D.
Record triggered flow
Answers
D.
Record triggered flow
Suggested answer: D

Explanation:

For automatically updating contact statuses when an account type changes:

D . Record triggered flow. This type of automation can monitor changes in account types and accordingly update related records, such as contacts.

Steps to implement:

Navigate to Setup Flows.

Create a new Flow and choose the record-triggered flow type.

Configure the flow to trigger when the Account record is updated to 'Past-Customer'.

Add an Update Records element to modify all related contacts, setting their status to 'Re-Market'.

Activate the flow.

This automation ensures that contact statuses are updated in real-time when their related account's type changes, maintaining data consistency and relevancy.

For more on record-triggered flows, check out Salesforce's Record-Triggered Flows documentation.

asked 23/09/2024
Mark Oh
36 questions
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