Ursa Major Solarのサービス部門では、設置、修理、メンテナンスなど、様々な種類のサービス依頼を受けています。サービスマネージャーは、契約上の合意事項を遵守しているかどうかを判断するために、資産の最終メンテナンス日を把握する必要がありますが、資産に関連する作業指示書が多数ある場合、最終メンテナンス日を特定するのは困難です。サービスマネージャーは、メンテナンス作業指示書が完了した際に、資産レコードにフィールドが自動入力されるようにすれば便利だと考えています。
この要件を満たすために、アプリビルダーはどのツールを推奨すべきでしょうか?
正解:D
The requirement is to auto-populate the "Last Maintenance Date" field on the Asset record whenever a Maintenance-type Work Order is closed. This can be achieved declaratively using Flow - specifically, a Record-Triggered Flow that updates the parent record (Asset).
* Why D (Flow) is correct:Exact Extract:"Record-triggered flows can update related records when specific changes occur, such as when a Work Order's status is updated to Closed." - Salesforce Help | Record-Triggered FlowsIn this scenario, the flow can:
Why D (Flow) is correct:Exact Extract:"Record-triggered flows can update related records when specific changes occur, such as when a Work Order's status is updated to Closed." - Salesforce Help | Record-Triggered FlowsIn this scenario, the flow can:
* Trigger when a Work Order is updated to "Closed."
* Check if Type = "Maintenance."
* Update the related Asset record's Last Maintenance Date field with the Work Order's Closed Date.
* Why not B (Roll-up Summary):Roll-up summary fields can only summarize numeric or date values using MIN, MAX, COUNT, or SUM, but only on Master-Detail relationships. Work Order # Asset is a Lookup relationship, so roll-up summaries are not supported natively.
* Why not A (Einstein Next Best Action):NBA provides recommendations, not field updates.
* Why not C (Apex Trigger):Apex could achieve this, but Salesforce recommends Flow first as a best practice.
References:
Salesforce Help | Record-Triggered Flows
Salesforce Help | Flow Builder Overview
Salesforce Platform App Builder Exam Guide | Business Logic and Process Automation