Salesforce Exam Process Automation Topic 1 Question 46 Discussion

Actual exam question for Salesforce's Process Automation exam

Question #: 46
Topic #: 1

A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the administrator choose while creating this workflow rule?

AWhen a record is created and every time it is edited

BWhen a record is created and any time it's edited to subsequently meet criteria

CWhen a record is created

DWhen a record is edited, and any time it's edited to subsequently meet criteria

Show Suggested Answer

Suggested Answer: B

For the VP of Sales at TrueGlobal Inc. to receive an email alert when a deal stage changes to Closed Lost with an amount greater than $1,000,000, the workflow rule should be set to trigger 'when a record is created, and any time it's edited to subsequently meet criteria.' This ensures the workflow rule evaluates the record both upon creation and any time the record is edited in a way that it meets the specified criteria, catering to both new and existing opportunities. Reference: Salesforce Help - Workflow Rule Considerations

by Fausto at Sep 19, 2024, 04:02 AM

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Mabelle

29 days ago

Option D is the way to go. I mean, who wants to get a million-dollar alert every time a new record is created? That's just going to flood the VP's inbox!

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Rosalyn

2 days ago

Yeah, option D is the most efficient way to set up the workflow rule. It will keep the VP informed without flooding their inbox.

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Felix

11 days ago

Agreed, option D makes the most sense. It ensures the VP only receives alerts for relevant changes.

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Milly

22 days ago

Option D is definitely the best choice. We don't want to overwhelm the VP with unnecessary alerts.

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Krissy

1 months ago

D seems like the obvious choice here. The VP wants to be alerted when a deal over $1 million is marked as Closed Lost, so the workflow rule needs to check for that condition every time the record is edited.

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France

9 days ago

Agreed, D is the most suitable option for this workflow rule.

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Paulina

20 days ago

Yeah, D makes sense because it checks for the criteria every time the record is edited.

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Precious

30 days ago

I think option D is the best choice.

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Paz

2 months ago

I agree with Leota, D makes more sense because we only want the alert when the criteria is met.

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Leota

2 months ago

I disagree, I believe the correct answer is D.

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Reita

2 months ago

I think D is the correct answer. The requirements state that the email alert should be triggered when the deal stage is changed to Closed Lost and the amount is greater than $1,000,000, so the workflow rule should be set to 'When a record is edited, and any time it's edited to subsequently meet criteria'.

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