At Kununurra Mining, a new requirement is to validate and standardise a Lead's postcode on the same record every time a Lead is created or updated. The administrator is deciding which automation approach to adopt for this brand-new requirement and wants the strategic, recommended tool rather than a legacy one. Which approach should the administrator choose?
- ACreate a Workflow Rule with a field update on the Lead object
- BCreate a Process Builder process that updates the Lead's postcode field
- CBuild a screen flow that agents run to correct the postcode after saving the Lead
- DBuild a before-save record-triggered flow that standardises the postcode on the Lead Correct
Why A is wrong: Workflow Rules can update a field, but they are a legacy tool that Salesforce no longer recommends for new automation, so they are the wrong strategic choice.
Why B is wrong: Process Builder is also legacy and being retired, so building a new automation on it goes against the recommendation to use Flow for new work.
Why C is wrong: A screen flow needs manual agent interaction after the save and cannot enforce standardisation automatically on every create or update as required.
Why D is correct: Flow is the strategic automation tool, and a before-save record-triggered flow standardises a value on the same record efficiently, so it is the correct approach for this new requirement.