ADM-201 · Question #243
An administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won, and another task after 60 days to check in with the customer. Which two automation…
The correct answer is C. Workflow Rule D. Process Builder. To create immediate and time-based tasks upon an Opportunity being closed won, an administrator should use Workflow Rules or Process Builder, both capable of defining such automated actions.
Question
An administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won, and another task after 60 days to check in with the customer. Which two automation tools should the administrator use? Choose 2 answers
Options
- AField Update
- BOutbound Message
- CWorkflow Rule
- DProcess Builder
How the community answered
(38 responses)- A8% (3)
- B8% (3)
- C84% (32)
Why each option
To create immediate and time-based tasks upon an Opportunity being closed won, an administrator should use Workflow Rules or Process Builder, both capable of defining such automated actions.
A Field Update is an action that can be performed by automation tools like Workflow Rules or Process Builder, not an automation tool itself capable of triggering tasks.
An Outbound Message sends data to an external system and is not used for creating internal Salesforce tasks.
Workflow Rules can trigger actions such as creating tasks based on criteria, and they support time-dependent workflow actions, making them suitable for creating both an immediate task and a task scheduled 60 days later.
Process Builder is a powerful automation tool capable of creating records like tasks and supports scheduled actions to trigger processes at a future date, effectively handling both immediate and time-based task creation upon a record change.
Concept tested: Time-based and record-triggered automation
Source: https://help.salesforce.com/s/articleView?id=sf.workflow_time_dependent_considerations.htm&type=5
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