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Question 46 - Certified Process Automation discussion

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A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the administrator choose while creating this workflow rule?

A.
When a record is created and every time it is edited
Answers
A.
When a record is created and every time it is edited
B.
When a record is created and any time it's edited to subsequently meet criteria
Answers
B.
When a record is created and any time it's edited to subsequently meet criteria
C.
When a record is created
Answers
C.
When a record is created
D.
When a record is edited, and any time it's edited to subsequently meet criteria
Answers
D.
When a record is edited, and any time it's edited to subsequently meet criteria
Suggested answer: B

Explanation:

For the VP of Sales at TrueGlobal Inc. to receive an email alert when a deal stage changes to Closed Lost with an amount greater than $1,000,000, the workflow rule should be set to trigger 'when a record is created, and any time it's edited to subsequently meet criteria.' This ensures the workflow rule evaluates the record both upon creation and any time the record is edited in a way that it meets the specified criteria, catering to both new and existing opportunities.

Reference: Salesforce Help - Workflow Rule Considerations

asked 23/09/2024
Kirk Boothe
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