Universal Containers wants to improve the process to create Opportunity records related to an Account.

Salesforce Platform-App-Builder Question Answer

Universal Containers wants to improve the process to create Opportunity records related to an Account. Many fields can be populated based on the Account record. Some fields require input from the user.

What should an app builder configure to meet the requirement?

Process Builder triggered from Opportunity update

Quick Action on the Account object

Quick Action on the Opportunity object

Process Builder triggered from Account update

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Vendor: Salesforce
Product: Platform-App-Builder
Update on: Oct 30, 2025
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Universal Containers wants to improve the process to create Opportunity records related to an Account.

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Explanation:

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