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Cloud Kicks works on an annual subscription model. When a sales rep marks an opportunity as closed won, a new opportunity should automatically be created for the renewal. The contracts team works outside of Salesforce but also needs to be notified about closed deals in order to initiate the contract process with the customer.
Which automation solution would meet these requirements?
Suggested Answer: C
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13 comments · newest first
JA
Janine
12 months ago
Not sure if Workflow Rules can handle all those notifications properly.
KA
Kaitlyn
12 months ago
Totally agree, Process Builder is the way to go!
QU
Quentin
12 months ago
Wait, can you really automate renewals like that? Sounds too good to be true!
RU
Rutha
1 year ago
I think Workflow Rule could work too, but not as flexible.
JI
Jina
1 year ago
Process Builder seems like the best fit for this.
MA
Madelyn
1 year ago
Validation Rules seem off for this scenario since they don't create records or send notifications. I’m leaning towards Process Builder too, but I’m not completely confident.
RU
Ruthann
1 year ago
I feel like this question is similar to one we practiced about automating follow-ups. I think Process Builder could handle both the new opportunity and the notification.
KA
Kate
1 year ago
I'm not entirely sure, but I think Workflow Rules can send email alerts, which could help notify the contracts team.
PE
Pete
1 year ago
I remember we discussed how Process Builder can create new records, so that might be the right choice here.
MO
Mozell
1 year ago
Okay, I think I've got a strategy here. I'll focus on making sure the data exports from the right systems to fulfill the email campaign requirements.
SA
Salley
1 year ago
I'm leaning towards D. The question mentions the administrator changing the password, so I think the managed host would need to be removed and added back, and then a refresh operation would be required to update the connection.
MA
Margarita
1 year ago
Hmm, I'm a bit unsure about this one. Is it possible that it could also be a rolling budget? I'll have to think through the differences between the options to decide.
NO
Novella
1 year ago
I'm pretty sure the WFM Database Utility is the right choice here, since it's specifically designed for backing up the WFM database.