Salesforce Sales Cloud Consultant Test

To notify the sales administrator and sales director when an opportunity is won, what is a recommended solution?

1. Create a workflow rule with immediate actions.

2. Use Process Builder for task creation and email notification.

3. Implement two record-triggered flows based on criteria.

4. Create two distinct workflow rules for notifications.

The correct answer is: Use Process Builder for task creation and email notification.

Using Process Builder for task creation and email notification provides a comprehensive solution for notifying the sales administrator and sales director when an opportunity is won. Process Builder allows for more advanced automation compared to traditional workflow rules. With this tool, you can set specific criteria and easily create multiple actions simultaneously, such as sending notifications and creating tasks. This approach not only streamlines the process of notifying relevant parties but also ensures that the notifications can be customized based on various criteria. For instance, if specific conditions need to be met based on opportunity characteristics, Process Builder can accommodate that with ease. Furthermore, it provides a user-friendly interface, making it simpler to manage and update automation as business needs evolve. Other options, while they may serve similar purposes, tend to be less flexible or efficient. Workflow rules are limited in their capabilities, particularly regarding complex scenarios or when multiple actions need to be taken. Implementing two record-triggered flows can also add unnecessary complexity, and creating distinct workflow rules for notifications might lead to redundancy and less maintainable setups. Thus, using Process Builder stands out as the most effective and adaptable choice for ensuring timely notifications when opportunities are won.