QuestionQ133

Workflow/Process Automation

At Cloud Kicks, sales reps use discounts on the opportunity record to help win sales for particular products. When an opportunity is won, they must manually apply the discount to its related opportunity products. The sales manager has asked whether this time-consuming task can be automated.

What should the administrator use to meet this requirement?

  • A Approval Process
  • B Formula Field
  • C Flow Builder
  • D Prebuilt Macro
Explanation

A record-triggered flow can run when an Opportunity is updated to Closed Won and use an Update Records element to apply the Opportunity’s discount to its related Opportunity Product records. Salesforce Flow supports updating records related to the record that triggered the flow.

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