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Question 141 - Certified Advanced Administrator (CRT-211) discussion

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AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the service plans happen automatically.

What approach should the administrator take to automate the renewal process7

A.
Configure a time-based workflow to send an email reminder to the sales rep when the service plan expires.
Answers
A.
Configure a time-based workflow to send an email reminder to the sales rep when the service plan expires.
B.
Create a dynamic Lightning page with rich text to remind the rep to create a renewal opportunity when the opportunity is closed won.
Answers
B.
Create a dynamic Lightning page with rich text to remind the rep to create a renewal opportunity when the opportunity is closed won.
C.
Create a validation rule to prevent the rep from closing the opportunity until a renewal is associated.
Answers
C.
Create a validation rule to prevent the rep from closing the opportunity until a renewal is associated.
D.
Configure a flow that will create the renewal based on the closed-won date and opportunity line items.
Answers
D.
Configure a flow that will create the renewal based on the closed-won date and opportunity line items.
Suggested answer: D

Explanation:

To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won.

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

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asked 23/09/2024
Abigail Dodson
37 questions
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