The VP of sales at AW Computing would like sales reps to check in with their top account every Monday. The VP would like a dashboard component to show the status of the check-ins. What should a…

Question

Options

• ACreate a time-based workflow task.
• BEnable the creation of recurring tasks.
• CAdd the email action to the page layout.
• DUse a process email alert on the account.

• B
  93% (26)
• C
  4% (1)
• D
  4% (1)

Explanation

Enabling recurring tasks (B) is correct because Salesforce has a setting that allows users to create tasks that repeat on a schedule - in this case, every Monday. Once enabled by the administrator, reps can set a single task to recur weekly, and the task status can be tracked on a dashboard component, satisfying both the reminder and visibility requirements.

Why the others are wrong:

• A (Time-based workflow task): Workflow tasks fire once based on a trigger or time rule; they don't natively repeat on a recurring schedule like "every Monday."
• C (Email action on page layout): Adding an email action gives reps a way to send emails from a record, but it provides no reminder or recurring scheduling mechanism.
• D (Process email alert on account): A process/flow email alert sends a one-time notification when a process condition is met - it doesn't create trackable, recurring tasks or show check-in status on a dashboard.

Memory tip: Think "recurring = repeating." When the scenario says reps need to do something every [time period], the answer almost always involves enabling recurring tasks - the feature that must be turned on by an admin before anyone can use it.

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