Which flow type should you select when both creating and updating a record is needed?

Prepare for the Salesforce Process Automation test. Use flashcards and multiple choice questions, each with hints and explanations. Get ready for success!

When both creating and updating a record is required, selecting a Record-Triggered flow is particularly effective because it is designed to respond to changes in records and execute actions based on those changes. Record-Triggered flows are initiated automatically when a specified record is created or updated, allowing for seamless handling of both processes without the need for user interaction.

This type of flow provides the flexibility to define various conditions under which specific actions should be taken, making it suitable for scenarios where a record may need to be created under certain circumstances and updated under others. The built-in logic in Record-Triggered flows ensures that users can automate tasks related to data entry and modification, leading to a more streamlined and efficient workflow.

In contrast, other flow types serve different purposes. Screen flows require user interaction and are typically used for guiding users through a series of screens to gather input, making them less suitable for fully automated processes. Scheduled flows are triggered based on a set time schedule and are useful when timing is the primary consideration, while Autolaunched flows can be executed in the background but do not respond automatically to record changes, which limits their capability for simultaneous create/update actions.

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