ADM-201 · Question #66
The Support Manager wants to send an automatic email to the Case Contact when a case is closed. Which automation tool can the administrator use?
The correct answer is D. Workflow Rule. To automatically send an email to the Case Contact when a case is closed, the administrator should use a Workflow Rule. This automation tool can trigger an email alert upon specific record criteria being met.
Question
The Support Manager wants to send an automatic email to the Case Contact when a case is closed. Which automation tool can the administrator use?
Options
- AValidation Rule
- BCase Auto-Response Rule
- CSharing Rule
- DWorkflow Rule
How the community answered
(26 responses)- A4% (1)
- B8% (2)
- D88% (23)
Why each option
To automatically send an email to the Case Contact when a case is closed, the administrator should use a Workflow Rule. This automation tool can trigger an email alert upon specific record criteria being met.
Validation rules enforce data integrity by preventing users from saving records that don't meet specified criteria, but they do not send emails.
Case Auto-Response Rules are used to send an automatic email acknowledgment to customers when a case is submitted, not when it is closed.
Sharing rules are used to extend record access to users based on criteria or ownership, but they do not perform automated actions like sending emails.
Workflow Rules are a declarative automation feature in Salesforce that can perform actions, such as sending email alerts, when predefined criteria are met on a record. An administrator can configure a Workflow Rule to trigger an email alert to the Case Contact when the Case Status field changes to 'Closed'.
Concept tested: Workflow Rules for Email Automation
Source: https://help.salesforce.com/s/articleView?id=sf.workflow_rules.htm&type=5
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