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An Administrator wants to trigger afollow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer. which two automation tools should the administrator use? Choose 2 answers
Correct Answer: A,C
Process builder can be used to create a record-triggered flow that executes when an opportunity is closed as won and creates a follow-up task for the owner. Field update can be used to update a date field on the opportunity that can be referenced by a time-dependent workflow rule to create another task after 60 days. References: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5https://help. salesforce.com/s/articleView?id=sf.workflow_time_action_considerations.htm&type=5
Recent Comments (The most recent comments are at the top.)
The Tester - Jan 17, 2025
The answer is A, B.
The Process Builder is a visual tool that allows you to build complex processes in Salesforce. It can automate standard internal procedures and react to certain events, including changes in opportunity status. For this case, it could be used to trigger a task when an opportunity is marked as won.
The Workflow Rule is an automation tool that can automate standard internal procedures like sending email alerts, assigning tasks, or updating fields when specific conditions are met. For the second task, which requires a follow-up after 60 days, the Workflow Rule would be useful because it can schedule automated tasks for a future date.
sid - Jan 05, 2025
Answer should be B and D B- for creating time dependent workflow D- for reminding customer
Recent Comments (The most recent comments are at the top.)
The answer is A, B.
The Process Builder is a visual tool that allows you to build complex processes in Salesforce. It can automate standard internal procedures and react to certain events, including changes in opportunity status. For this case, it could be used to trigger a task when an opportunity is marked as won.
The Workflow Rule is an automation tool that can automate standard internal procedures like sending email alerts, assigning tasks, or updating fields when specific conditions are met. For the second task, which requires a follow-up after 60 days, the Workflow Rule would be useful because it can schedule automated tasks for a future date.
Answer should be B and D
B- for creating time dependent workflow
D- for reminding customer