Apex Financial Services requires a declarative automation strategy to optimize Case management operations. When a Case is created or updated, custom fields on that same Case record must be populated prior to saving to prevent extra DML operations and avoid re-triggering the Salesforce order of execution. Additionally, management needs to display a live aggregate count of related Compliance Audit records directly on the Case record, where Compliance Audit is linked to Case via a master-detail relationship. Which two declarative solutions should the administrator select to fulfill these requirements? (Select TWO)
- Create a Record-Triggered Flow set to optimize for Fast Field Updates to handle same-record field modifications.Answer
- Create a Roll-Up Summary field on the Case object to aggregate metrics from the related Compliance Audit records.Answer
- CCreate a Record-Triggered Flow set to optimize for Actions and Related Records to handle same-record field modifications.
- DCreate a Roll-Up Summary field on the parent object to aggregate metrics from records linked via a Lookup relationship.
Answer
The administrator should select a Record-Triggered Flow configured for Fast Field Updates for same-record updates, and a Roll-Up Summary field on the Case object to aggregate the child Compliance Audit records.
Fast Field Updates (Before-Save record-triggered flows) are specifically optimized for modifying fields on the triggering record before database commit without incurring DML overhead. Roll-Up Summary fields natively aggregate child record data on the master record in a Master-Detail relationship.
Step-by-Step Solution
Key Concept
Automation Tool Selection based on execution timing and relationship types