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Difficulty: MediumOrder of Execution and Automation Considerations

A support operations team manages case intake using multiple automation mechanisms on the standard Case object. The organization has configured:

1. A Case Assignment Rule that routes new records to tier-specific queues.
2. A Before-Save Record-Triggered Flow (Fast Field Update) that sets initial triage values.
3. An After-Save Record-Triggered Flow that logs a customer onboarding task.
4. A Custom Validation Rule that verifies intake completeness.

When a support representative manually creates a new Case in the Lightning Experience UI with the "Assign using active assignment rule" checkbox selected, which sequence represents the correct order in which Salesforce executes these features?

  1. A
    Custom Validation Rule, Before-Save Record-Triggered Flow, Case Assignment Rule, After-Save Record-Triggered Flow
  2. Before-Save Record-Triggered Flow, Custom Validation Rule, Case Assignment Rule, After-Save Record-Triggered FlowAnswer
  3. C
    Case Assignment Rule, Before-Save Record-Triggered Flow, Custom Validation Rule, After-Save Record-Triggered Flow
  4. D
    Before-Save Record-Triggered Flow, Custom Validation Rule, After-Save Record-Triggered Flow, Case Assignment Rule

Answer

Before-Save Record-Triggered Flow, Custom Validation Rule, Case Assignment Rule, After-Save Record-Triggered Flow
According to the Salesforce Order of Execution, when a record is saved: (1) Before-Save Record-Triggered Flows execute to optimize same-record updates; (2) Custom Validation Rules evaluate field data; (3) The record is saved to the database (uncommitted) and Case Assignment Rules run; (4) After-Save Record-Triggered Flows execute to handle related record operations.

Step-by-Step Solution

1
Evaluate initial pre-save automation
Before-Save Record-Triggered Flows (Fast Field Updates) execute before Apex before triggers and before custom validation rules.
Salesforce runs before-save flows near the beginning of the save sequence to allow field modifications without additional DML overhead.
2
Evaluate record validation
Custom Validation Rules and standard system validations execute.
Validation rules verify data integrity after before-save flows and before-triggers have made any pre-commit adjustments.
3
Evaluate post-save rule assignment
The record is saved to the database (not yet committed), and Case Assignment Rules execute.
Assignment rules run after the initial database save and after-triggers, but before workflow rules and after-save flows.
4
Evaluate subsequent post-save automations
After-Save Record-Triggered Flows execute.
After-Save flows execute after workflow rules and escalation rules, performing related record updates and asynchronous actions.

Key Concept

Salesforce Order of Execution sequence across record-triggered flows, validation rules, and assignment rules.
Estimated Time:1m 15s
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Topics

Order of Execution and Automation Considerations

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