ADM-201 · Question #239
The administrator at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an opportunity is closed won. What automation tool best…
The correct answer is C. Process Builder. To automate multiple actions like creating tasks and sending emails when an opportunity is closed won, Process Builder is the most suitable automation tool as it can execute various actions based on record changes.
Question
The administrator at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an opportunity is closed won. What automation tool best accomplishes this?
Options
- AApproval Process
- BValidation Rule |us
- CProcess Builder
- DOutbound Message
How the community answered
(42 responses)- A2% (1)
- B2% (1)
- C86% (36)
- D10% (4)
Why each option
To automate multiple actions like creating tasks and sending emails when an opportunity is closed won, Process Builder is the most suitable automation tool as it can execute various actions based on record changes.
An Approval Process is used to route records for approval and does not primarily focus on triggering tasks or emails based on a record's final state.
A Validation Rule prevents records from being saved if certain criteria are not met and is not used for triggering automated actions like tasks or emails.
Process Builder is a declarative automation tool that can trigger multiple actions, such as creating records like tasks and sending email alerts, when a record meets specified criteria, like an Opportunity being 'Closed Won'.
An Outbound Message is a specific action that sends data to an external system, but it cannot create tasks or send emails on its own and is typically used as an action within another automation tool.
Concept tested: Process automation for record-triggered actions
Source: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5
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