Cloudy Computing would like Opportunity owners to receive an email 7 days before the Opportunity close date to ensure Opportunities are being worked or updated accordingly. As the Administrator, what solution should you recommend?
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: Cloudy Computing would like Opportunity owners to receive an email 7 days before the Opportunity close date to ensure Opportunities are being worked or updated accordingly. As the Administrator, what solution should you recommend?
Cloudy Computing would like Opportunity owners to receive an email 7 days before the Opportunity close date to ensure Opportunities are being worked or updated accordingly. As the Administrator, what solution should you recommend?
- Send an email alert using an Approval Process
- Send an email alert using Workflow ✅
- Send an email alert using Process Builder
- Send an email alert using APEX
Correct Answer
Send an email alert using Workflow ✅
Explanation
The Administrator should recommend an email alert sent using a Workflow rule and a time dependent action.
We could also accomplish this using Process Builder, however, best practice dictates that Workflow should be used unless your automation has IF/THEN statements.
It would be possible to do this using APEX, however, this would not be best practice as this requirement can be achieved declaratively.
Approval Processes can send email alerts, however an approval process is not needed to accomplish this requirement.
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