Salesforce Sales Cloud Consultant Test

Which solution ensures task creation and email notifications upon opportunity win?

1. Process Builder for task creation.

2. Two record-triggered flows.

3. Two specific workflow rules.

4. Automatic email alerts via triggers.

The correct answer is: Process Builder for task creation.

The solution that ensures task creation and email notifications upon opportunity win is through the use of Process Builder for task creation. Process Builder is a powerful automation tool within Salesforce that allows you to set up a series of actions based on specific criteria or changes in your data. In this case, when an opportunity is marked as a win, a process can be created that automatically generates a task and sends an email notification to the relevant parties involved. Using Process Builder, a consultant can define the criteria for when the process should trigger—such as the opportunity status changing to 'Closed Won.' It can then specify what actions should take place, such as creating tasks for follow-up and sending email alerts, creating a seamless workflow to ensure that no essential follow-up actions or communications are missed post-win. Other methods, such as record-triggered flows or automatic email alerts via triggers, can also lead to automation but might require additional configuration, like additional steps or managing complex logic, to achieve the same goals of task creation and notification effectively. In contrast, Process Builder offers a more straightforward approach with its user-friendly interface.