CRT-101 · Question #52
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 D. Process Builder. Process Builder (now largely superseded by Flow, but still a valid exam answer) can trigger on a record change-specifically when an Opportunity Stage changes to 'Closed Won'-and then execute multiple actions such as creating a Task and sending an email alert in the same…
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
- AValidation Rule
- BOutbound Message
- CApproval Process
- DProcess Builder
How the community answered
(19 responses)- A16% (3)
- B5% (1)
- C5% (1)
- D74% (14)
Explanation
Process Builder (now largely superseded by Flow, but still a valid exam answer) can trigger on a record change-specifically when an Opportunity Stage changes to 'Closed Won'-and then execute multiple actions such as creating a Task and sending an email alert in the same automation. Validation Rules only enforce data integrity and cannot trigger actions. Outbound Messages send SOAP payloads to external endpoints and do not create tasks or emails natively. Approval Processes handle multi-step approval workflows, not event-based automation triggered by field changes.
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