ADM-201 · Question #164
A Sales executive at Universal Containers (UC) is utilizing Collaborative Forecasting to track sales rep quote attainment and wants to be alerted when an opportunity stage is moved backward In the…
The correct answer is B. Workflow rule. To alert a Sales executive when an opportunity stage is moved backward in the sales process, an administrator should use a Workflow Rule (or Flow/Process Builder) to send an email notification when this condition is met.
Question
A Sales executive at Universal Containers (UC) is utilizing Collaborative Forecasting to track sales rep quote attainment and wants to be alerted when an opportunity stage is moved backward In the sales process. Which feature should the administrator use to fulfill this request?
Options
- AValidation Rule
- BWorkflow rule
- CBig Deal Alert
- DField History Tracking report
How the community answered
(49 responses)- A8% (4)
- B86% (42)
- C2% (1)
- D4% (2)
Why each option
To alert a Sales executive when an opportunity stage is moved backward in the sales process, an administrator should use a Workflow Rule (or Flow/Process Builder) to send an email notification when this condition is met.
A Validation Rule would *prevent* the user from saving an opportunity with a backward stage movement by displaying an error, rather than *alerting* an executive after the change has potentially occurred or been attempted by the user.
A Workflow Rule (or its modern equivalents, Flow or Process Builder) can be configured to detect changes in the Opportunity StageName field and, if the new stage represents a backward movement in the sales process, trigger an immediate email alert to the Sales executive. This automation provides real-time notification for specific data changes.
A Big Deal Alert is a specific type of notification used to inform users when an opportunity reaches a certain probability or amount, not for tracking backward stage movements.
A Field History Tracking report allows users to view past changes to fields, but it does not provide real-time alerts or automated notifications when a specific change occurs.
Concept tested: Workflow automation for alerts
Source: https://help.salesforce.com/s/articleView?id=sf.workflow_rules.htm&type=5
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