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Difficulty: MediumAutomation Tool Selection

A Salesforce Administrator needs to automate a process for a custom object named Event Sponsorship. When an Event Sponsorship record's status is changed to 'Confirmed', the system must satisfy two requirements: (1) update a custom field named Discount_Rate__c on the triggering record prior to saving, and (2) create a related Task record assigned to the finance team. Which TWO automation approaches should the administrator combine to meet these requirements efficiently while adhering to Salesforce best practices? (Select TWO answers.)

  1. Use a Record-Triggered Flow set to Fast Field Updates (before-save) to update the Discount_Rate__c field on the triggering Event Sponsorship record.Answer
  2. Use a Record-Triggered Flow set to Actions and Related Records (after-save) to create the related Task record for the finance team.Answer
  3. C
    Use a single Record-Triggered Flow set to Actions and Related Records (after-save) to perform both the same-record field update and the related Task record creation.
  4. D
    Create a Roll-Up Summary field on the parent Account object linked via a lookup relationship to calculate and push the discount value back to the Event Sponsorship record.

Answer

The administrator should use a Record-Triggered Flow configured for Fast Field Updates (before-save) to perform the same-record update on Discount_Rate__c, and a Record-Triggered Flow configured for Actions and Related Records (after-save) to create the related Task record.
Salesforce best practice mandates using a Fast Field Updates (before-save) Record-Triggered Flow when updating fields on the record that triggered the flow, as it performs updates significantly faster without extra DML steps. An Actions and Related Records (after-save) Record-Triggered Flow is appropriate for creating child or related records like Tasks because those require access to record IDs and relationship execution after the primary record save completes.

Step-by-Step Solution

1
Analyze the requirement for updating the triggering Event Sponsorship record's field.
Same-record field updates prior to save should use Fast Field Updates (before-save record-triggered flows) for optimal performance and no additional DML execution.
Before-save flows run before the record is written to the database, eliminating additional save cycles.
2
Analyze the requirement for creating a related Task record.
Creating related records requires an Actions and Related Records (after-save record-triggered flow) because the primary record must exist in the database with an assigned ID.
After-save flows are designed for operations involving related records or external system actions.

Key Concept

Selecting optimal record-triggered flow optimization types (Before-Save vs. After-Save) based on record update context and related object operations.
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Topics

Automation Tool Selection

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