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CRT-211 · Question #102

AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the…

The correct answer is D. Configure a flow that will create the renewal based on the closed-won date and opportunity line. To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with…

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Question

AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the service plans happen automatically. What approach should the administrator take to automate the renewal process?

Options

  • AConfigure a time-based workflow to send an email reminder to the sales rep when the service plan
  • BCreate a dynamic Lightning page with rich text to remind the rep to create a renewal opportunity
  • CCreate a validation rule to prevent the rep from closing the opportunity until a renewal is
  • DConfigure a flow that will create the renewal based on the closed-won date and opportunity line

How the community answered

(29 responses)
  • A
    10% (3)
  • B
    3% (1)
  • C
    3% (1)
  • D
    83% (24)

Explanation

To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won.

Topics

#Flow automation#opportunity renewal#time-based automation#record creation

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