When an Opportunity is closed won, an Order record should automatically be created. As the Administrator, what solution should you recommend?
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: When an Opportunity is closed won, an Order record should automatically be created. As the Administrator, what solution should you recommend?
When an Opportunity is closed won, an Order record should automatically be created. As the Administrator, what solution should you recommend?
- Tick ‘Create Order’ on the opportunity record
- Create an Order record using Process Builder ✅
- Create an Order record using Workflow
- Create an Order record using APEX
Correct Answer
Create an Order record using Process Builder ✅
Explanation
The Administrator should recommend using the ‘Create a Record’ action in Process Builder to create an Order record. The Process Builder can be triggered by Stage = Closed Won and the new Order record can be automatically filled with information from the Opportunity that started the process.
It would also be possible to do this using APEX, however, this would not be best practice as this requirement can be achieved declaratively using Process Builder.
Workflow does not give you the option to create records. There is no native ‘Create Order’ option on Opportunities.
The above question is related to the Salesforce Admin Practice Exam. You can find all the updated questions and answers related to the Salesforce Admin Practice Exam on the “Salesforce Admin Practice Exam” page. If you find the update in questions or answers, do comment on this page to let us know. I will update the answers as soon as possible.
To learn about Salesforce Admin Practice Exam: Free Salesforce Admin Practice Exam
Was this article helpful?
Support us to keep up the good work and to provide you even better content. Your donations will be used to help students get access to quality content for free and pay our contributors’ salaries, who work hard to create this website content! Thank you for all your support!
Reaction to comment: Cancel reply