CRT-211 · Question #131
Sales managers at Ursa Major Solar have asked for some additional automation around opportunity reminders. If the opportunity is in the Proposal stage a week before the close date, they want an…
The correct answer is B. Create a record-triggered flow with scheduled paths. Configure the trigger to flow after the record. A record-triggered flow lets you automate actions when a record is created or updated. You can use scheduled paths to schedule actions relative to a date field on the record, such as close date. You should configure the trigger to flow after the record is saved so that you can…
Question
Sales managers at Ursa Major Solar have asked for some additional automation around opportunity reminders. If the opportunity is in the Proposal stage a week before the close date, they want an email sent to the opportunity owner and manager. If the Budget Approved custom field is checked, the managers want to be notified immediately. How should these requirements be met without using code?
Options
- ACreate a schedule-triggered flow. Configure the trigger to flow weekly.
- BCreate a record-triggered flow with scheduled paths. Configure the trigger to flow after the record
- CCreate a record-triggered flow with scheduled paths. Configure the trigger to flow before the record
- DCreate a schedule-triggered flow for the Opportunity object. Configure the trigger to flow daily.
How the community answered
(45 responses)- A7% (3)
- B80% (36)
- C11% (5)
- D2% (1)
Explanation
A record-triggered flow lets you automate actions when a record is created or updated. You can use scheduled paths to schedule actions relative to a date field on the record, such as close date. You should configure the trigger to flow after the record is saved so that you can access the updated field values.
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