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Question 77 - Certified Administrator discussion

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An Administrator wants to trigger a follow-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

A.
process builder
Answers
A.
process builder
B.
workflow Rule
Answers
B.
workflow Rule
C.
Field Update
Answers
C.
Field Update
D.
Outbound Message
Answers
D.
Outbound Message
Suggested answer: A, C

Explanation:

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.

Reference: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_time_action_considerations.htm&type=5

asked 23/09/2024
Cristian Pernia
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