Salesforce Administrator — Question 203

Anytime an Opportunity is moved to Closed Won, Sales reps at Universal Containers (UC) are supposed to create a record on a child object of Opportunities called Survey Request.
This action, however, does not always occur. Sales reps do not always populate all fields correctly.
Which tool should be used to remove permissions from Sales to create these records and automate record creation?

Answer options

• A. Workflow
• B. Flow
• C. Process Builder
• D. Approvals

Correct answer: C

Explanation

Process Builder is the correct choice because it allows for automation of record creation and can also manage permissions effectively. Workflow is limited in its capabilities and doesn't handle record creation automation as thoroughly. Flow is powerful but not specifically designed for the permission management aspect required here, while Approvals are not applicable to the automatic record creation process.