If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.
What is the recommended solution for this scenario?

Question

If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.

What is the recommended solution for this scenario?

Seth Frizzell · Accepted Answer

Create one Process using the Process Builder

Seth Frizzell · Answer

Create one Workflow Rule with two Workflow Actions

Seth Frizzell · Answer

Create two Workflow Rules

Seth Frizzell · Answer

Define two Processes using the Process Builder

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