Sales reps at Cloud Kicks (CK) forget to submit for approval when CK needs orders
reviewed before close won. CK wants to automatically submit
opportunities into the Secure Commitment Stage to eliminate manual submission.
Which feature meets the business requirements?
A. Record-Triggered flow optimized for Fast Field Updates
B. Custom button and screen flow
C. Platform Event-Triggered flow
D. Record-Triggered flow optimized for Actions and Related Records
D. Record-Triggered flow optimized for Actions and Related Records
Explanation: To automate the submission of opportunities into the "Secure Commitment"
stage and eliminate manual submission for approval, the best feature to use is:
Record-Triggered flow optimized for Actions and Related Records (D). This type of
flow allows for complex automation that can include submitting records for
approval based on specific criteria being met, such as reaching a particular stage
in the opportunity lifecycle. It's particularly suitable for handling related record
updates and other actions like submissions for approval, which are integral when
an opportunity reaches a certain stage.
Record-Triggered Flow optimized for Fast Field Updates (A) is focused primarily on quick
updates to fields and may not handle the complexity of submission for approval processes
adequately. Custom button and screen flow (B) could be used to manually trigger
processes but does not automate the submission. Platform Event-Triggered flow (C) is
typically used for integrations and reacting to system-wide events, not for standard record
lifecycle management.