Which two options should the administrator use to automate these updates?

Cloud Kicks needs to automate several updates to lead records and update unrelated records. Select changes should happen every time a record is created or updated, Put other changes should only happen when the record is updated.

Which two options should the administrator use to automate these updates? Choose 2 answers
A . Use a Decision element with the "Only if the record that triggered the flow to run is updated to meet the condition requirements" option.
B. Create a Process Builder that runs when a record is changed.
C. Create a flow that runs when a record is created or updated.
D. Use "formula evaluates to true" workflow rule with the ISCHANCEO function to make changes when the record Is updated.

View Answer

Answer: B, C

Explanation:

Process Builder and Flow Builder are tools that allow administrators to automate business processes in Salesforce without writing code. Process Builder and Flow Builder can perform actions such as creating records, updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc.

To automate several updates to lead records and update unrelated records at Cloud Kicks, an administrator can use two options:

B) Create a Process Builder that runs when a record is changed

Process Builder is a tool that allows administrators to create processes that consist of criteria nodes and action groups. Criteria nodes define the conditions that trigger the process and action groups define the actions that the process performs. Processes can run when a record is created or when a record is created or edited.

By creating a Process Builder that runs when a record is changed, an administrator can automate updates to lead records based on certain criteria and perform actions such as updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc.

Reference:

https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.process_considerations.htm&type=5

C) Create a flow that runs when a record is created or updated

Flow Builder is a tool that allows administrators to create flows that consist of elements such as screens, assignments, decisions, loops, etc. Elements define the logic and user interface of the flow. Flows can run in different ways such as when a user clicks a button, when a record is updated by Process Builder, when an event occurs in the system (such as record creation), etc.