Salesforce Exam Process Automation Topic 5 Question 29 Discussion

Actual exam question for Salesforce's Process Automation exam

Question #: 29
Topic #: 5

If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.

What is the recommended solution for this scenario?

ACreate one Workflow Rule with two Workflow Actions

BCreate two Workflow Rules

CCreate one Process using the Process Builder

DDefine two Processes using the Process Builder

Show Suggested Answer

Suggested Answer: C

For a scenario where different actions (sending an email and creating a task) need to be taken based on different criteria, and a record could meet both, using a single Process in Process Builder is recommended. This allows for the evaluation of multiple criteria within one process and the execution of multiple actions based on those criteria, even if a record meets more than one set of criteria. Reference: Salesforce Help - Process Builder

by Joesph at Mar 04, 2024, 02:58 PM

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Odette

7 months ago

It could, but it also ensures that each criteria is handled separately for better control.

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Leslee

7 months ago

But wouldn't having two separate Processes complicate the automation process?

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Levi

7 months ago

I prefer option D, defining two Processes using the Process Builder for more flexibility.

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Odette

7 months ago

I disagree, I believe creating one Workflow Rule with two Workflow Actions is the way to go.

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Leslee

7 months ago

I think the recommended solution is to create one Process using the Process Builder.

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Tijuana

8 months ago

Wait, you mean I can't just use a Voodoo doll to send the emails and create the tasks? Darn, Option C it is then.

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Jimmie

8 months ago

I'd go with Option D. Two Processes, baby! Double the fun, double the efficiency.

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Dominga

7 months ago

I'd go with Option D. Two Processes, baby! Double the fun, double the efficiency.

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Andra

7 months ago

D) Define two Processes using the Process Builder

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Olive

7 months ago

C) Create one Process using the Process Builder

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Walton

7 months ago

B) Create two Workflow Rules

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Elfrieda

7 months ago

A) Create one Workflow Rule with two Workflow Actions

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Marta

7 months ago

User 2

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Veda

7 months ago

User 1

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Tuyet

8 months ago

I see your point, Wilbert. I think having two separate workflow rules would make it easier to maintain and troubleshoot in the future.

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Wilbert

8 months ago

But what if the actions for each criteria are completely different? Wouldn't it be clearer to separate them with two workflow rules?

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Caitlin

8 months ago

Creating two Workflow Rules sounds like too much work. I'm going with Process Builder, it's the future!

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Silvana

7 months ago

If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria. What is the recommended solution for this scenario?

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