Question

An administrator needs to build automation that runs whenever an Opportunity's Stage is changed to 'Closed Won'. The automation must find all related open Tasks on that Opportunity and update each of their Status fields to 'Completed'. Which combination of Flow type and elements should the administrator use?

Accepted Answer

A record-triggered flow that runs after the record is saved, using a Get Records element to retrieve related open Tasks, a Loop element to iterate through them, an Assignment element to set Status, and an Update Records element to save the changes.

Answer

A before-save record-triggered flow using only an Update Records element to change the Task Status values directly on the triggering Opportunity.

Answer

A screen flow with a Get Records and Decision element that the user launches manually from the Opportunity page.

Answer

A scheduled flow that runs nightly, retrieves all Closed Won Opportunities, and updates their related Tasks.