In an Appian Customer Relationship Management application, which type of object would you use to add a new customer?

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Using a Process Model to add a new customer in an Appian Customer Relationship Management (CRM) application is the most suitable approach because a Process Model is designed to automate business processes and manage workflows. In the context of adding a new customer, a Process Model can orchestrate the required steps, such as collecting customer information, validating it, and then saving it effectively.

By implementing a Process Model, various tasks can be defined and automated in a sequence or parallel, including data entry forms and notifications. The model can also facilitate integrations with other services if needed, ensuring that the customer addition process is consistent and efficient. This approach aligns with business processes that might involve multiple stakeholders or require data validation and approval steps before finalizing the addition of a new customer.

In contrast, an Interface is typically used to design user experiences and collect data from users, but it does not independently manage the workflow to add a customer. A Record Type organizes data for easy access and reporting but lacks the capability to initiate processes by itself. An Expression Rule provides reusable logic or calculations but is not inherently equipped to manage the complex interactions required for adding a customer. Thus, a Process Model stands out as the most effective choice for this scenario.

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