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Salesforce CRT-403 Exam - Topic 8 Question 7 Discussion

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?
C) Process Builder
A) Approval Process
B) Validation Rule
D) Workflow Rule

Salesforce CRT-403 Exam - Topic 8 Question 7 Discussion

Actual exam question for Salesforce's CRT-403 exam
Question #: 7
Topic #: 8
[All CRT-403 Questions]

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?

Show Suggested Answer Hide Answer
Suggested Answer: C

by Beatriz at Jun 18, 2022, 04:33 PM

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Janine
10 months ago
Not sure if Workflow Rules can handle all those notifications properly.
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Kaitlyn
10 months ago
Totally agree, Process Builder is the way to go!
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Quentin
10 months ago
Wait, can you really automate renewals like that? Sounds too good to be true!
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Rutha
11 months ago
I think Workflow Rule could work too, but not as flexible.
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Jina
11 months ago
Process Builder seems like the best fit for this.
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Madelyn
11 months 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.
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Ruthann
11 months 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.
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Kate
11 months ago
I'm not entirely sure, but I think Workflow Rules can send email alerts, which could help notify the contracts team.
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Pete
11 months ago
I remember we discussed how Process Builder can create new records, so that might be the right choice here.
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Mozell
11 months 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.
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Salley
11 months 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.
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Margarita
11 months 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.
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Novella
11 months 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.
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