What is the recommended method for an administrator to automatically set fields when a Lead is created?

The most effective method for an administrator to automatically set fields when a Lead is created is to use a Record Triggered Flow that runs Before Save. This approach offers several advantages, particularly in terms of efficiency and performance.

When employing a Record Triggered Flow that operates before a record is saved, the flow can directly manipulate the Lead record before it is committed to the database. This means that the changes can be made without the need for an additional round trip to the database, speeding up the process and ensuring that all necessary updates occur in one operation. Additionally, this method allows for complex logic to be implemented, enabling the administrator to set fields based on specific criteria or conditions related to the Lead.

Using this method also eliminates some limitations associated with other options, such as using multiple Workflow rules, which can become cumbersome and difficult to maintain with increased complexity. Meanwhile, a Screen Flow with default values requires user interaction and is not suitable for automatic field setting upon record creation.

Therefore, the Record Triggered Flow that runs Before Save is the most efficient and streamlined choice for setting fields automatically during the Lead creation process.