Salesforce Exam Process Automation Topic 1 Question 30 Discussion

Actual exam question for Salesforce's Process Automation exam

Question #: 30
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 Bobbye at Mar 16, 2024, 01:06 PM

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Roxane

6 months ago

I think I'll go with Option D too. It covers all scenarios of editing the record to meet the criteria, which is important in this workflow.

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Anika

6 months ago

I'm not sure. Option D also seems plausible as it covers editing after the record is created to meet the criteria.

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Pearlie

6 months ago

I agree with Alex. Option B makes sense because we want the alert to trigger when the deal stage is changed to Closed Lost and the amount exceeds $1,000,000.

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Katina

6 months ago

I think the answer is B.

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Kristeen

6 months ago

I see, in that case, I now agree that option D is the best choice for the workflow rule

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Paola

6 months ago

That's a good point, Nguyet. Option D ensures the email alert is triggered only when the specific criteria are met

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Franklyn

6 months ago

Haha, I bet the VP is gonna be getting a lot of emails with this workflow rule! Hopefully they don't have too many million-dollar deals that go to Closed Lost.

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Dortha

6 months ago

D) When a record is edited, and any time it's edited to subsequently meet criteria

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Bea

6 months ago

B) When a record is created and any time it's edited to subsequently meet criteria

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Huey

6 months ago

A) When a record is created and every time it is edited

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Nguyet

7 months ago

But wouldn't option B trigger the email alert even for records that were edited for other reasons?

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Elsa

7 months ago

Hmm, I was thinking B at first, but D makes more sense. The criteria is about a specific change in the record, so we need to look at it every time it's edited, not just when it's created.

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Edwin

7 months ago

I agree, D is the way to go. The question specifically says the VP wants to be alerted when the deal stage changes to Closed Lost and the amount is over $1 million, so we need to check the record every time it's edited.

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Mike

5 months ago

B) When a record is created and any time it's edited to subsequently meet criteria

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Rebbecca

6 months ago

A) When a record is created and every time it is edited

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Lenna

6 months ago

B) When a record is created and any time it's edited to subsequently meet criteria

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Sharmaine

6 months ago

A) When a record is created and every time it is edited

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Shizue

7 months ago

Option D seems like the best choice here. The VP wants to be alerted when a deal is changed to Closed Lost and the amount is over $1 million, so we need to look at the record every time it's edited to see if it meets those criteria.

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