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Salesforce Exam Process Automation Topic 5 Question 29 Discussion

Actual exam question for Salesforce's Process Automation exam
Question #: 29
Topic #: 5
[All Process Automation Questions]

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?

Show Suggested Answer Hide 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
8 months ago
It could, but it also ensures that each criteria is handled separately for better control.
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Leslee
8 months ago
But wouldn't having two separate Processes complicate the automation process?
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Levi
8 months ago
I prefer option D, defining two Processes using the Process Builder for more flexibility.
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Odette
8 months ago
I disagree, I believe creating one Workflow Rule with two Workflow Actions is the way to go.
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Leslee
8 months ago
I think the recommended solution is to create one Process using the Process Builder.
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Tijuana
9 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
9 months ago
I'd go with Option D. Two Processes, baby! Double the fun, double the efficiency.
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Dominga
8 months ago
I'd go with Option D. Two Processes, baby! Double the fun, double the efficiency.
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Andra
8 months ago
D) Define two Processes using the Process Builder
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Olive
8 months ago
C) Create one Process using the Process Builder
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Walton
8 months ago
B) Create two Workflow Rules
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Elfrieda
8 months ago
A) Create one Workflow Rule with two Workflow Actions
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Marta
8 months ago
User 2
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Veda
8 months ago
User 1
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Tuyet
9 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
9 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
9 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
8 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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Louann
9 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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Talia
9 months ago
Option C looks like the way to go. One Process Builder to rule them all!
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Stephane
8 months ago
Sounds like a plan. Let's go with that solution then.
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Chauncey
8 months ago
I think I'll go with option C and create one Process using the Process Builder.
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Cherilyn
8 months ago
That's a good point. It might be better to keep it simple with just one Process.
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Micah
8 months ago
I think having two Processes might create more complexity in the long run.
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Emerson
9 months ago
But wouldn't it be easier to manage if we had separate Processes for each criteria?
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Cyril
9 months ago
I agree, having one Process to handle both scenarios seems more efficient.
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Katlyn
9 months ago
Option C looks like the way to go. One Process Builder to rule them all!
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Dana
10 months ago
I disagree, I believe option A is more efficient because it can handle both criteria in a single workflow rule.
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Wilbert
10 months ago
I think option C is the best solution, as it allows for different actions based on different criteria.
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