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Salesforce Plat-Admn-301 Exam - Topic 3 Question 1 Discussion

Sales managers at Ursa Major Solar have asked for some additional automation around opportunity reminders. If the opportunity is in the Proposal stage a week before the close date, they want an email sent to the opportunity owner and manager. If the Budget Approved custom field is checked, the managers want to be notified immediately.How should these requirements be met without using code?
B) Create a record-triggered flow with scheduled paths. Configure the trigger to flow after the record is saved.
A) Create a schedule-triggered flow. Configure the trigger to flow weekly.
C) Create a record-triggered flow with scheduled paths. Configure the trigger to flow before the record is saved.
D) Create a schedule-triggered flow for the Opportunity object. Configure the trigger to flow daily.

Salesforce Plat-Admn-301 Exam - Topic 3 Question 1 Discussion

Actual exam question for Salesforce's Plat-Admn-301 exam
Question #: 1
Topic #: 3
[All Plat-Admn-301 Questions]

Sales managers at Ursa Major Solar have asked for some additional automation around opportunity reminders. If the opportunity is in the Proposal stage a week before the close date, they want an email sent to the opportunity owner and manager. If the Budget Approved custom field is checked, the managers want to be notified immediately.

How should these requirements be met without using code?

Show Suggested Answer Hide Answer
Suggested Answer: B

A record-triggered flow lets you automate actions when a record is created or updated. You can use scheduled paths to schedule actions relative to a date field on the record, such as close date. You should configure the trigger to flow after the record is saved so that you can access the updated field values. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_types_record.htm&type=5


by Haydee at Dec 21, 2025, 06:29 AM

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Sherron
29 days ago
B is solid. Timely updates keep everyone on track.
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Janine
1 month ago
A week before the close date is key. A works well!
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Tom
1 month ago
I like option C. It allows for checks before saving.
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Bo
2 months ago
Option D seems too frequent. Daily might overwhelm the team.
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Herminia
2 months ago
I prefer option B. Immediate notifications after saving are crucial.
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Shaun
2 months ago
I think option A is the best. Weekly reminders are perfect.
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Alex
2 months ago
Daily reminders might be overkill, stick with weekly!
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Dorothea
2 months ago
Wait, can we really do this without any code? Seems too easy!
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Jackie
2 months ago
I disagree, option A is more straightforward for this case.
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Twanna
3 months ago
I think option B is better since it triggers right after saving.
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Xenia
3 months ago
I'm just glad they didn't ask for the notifications to be delivered via smoke signals. That would be a real headache!
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Ronna
3 months ago
Haha, imagine if the managers wanted the notifications to be delivered by carrier pigeon. That would be a real challenge!
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Elfriede
4 months ago
D) is a bit too broad, it would send notifications even for opportunities not in the Proposal stage.
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Selma
4 months ago
C) seems like a good option too, but I'm not sure if the flow would trigger before the record is saved.
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Britt
4 months ago
I recall a similar question where we used scheduled paths. I wonder if option C could work, but it seems odd to trigger before the record is saved.
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Devorah
4 months ago
I’m a bit confused about the timing of the flows. Shouldn’t we be sending reminders before the close date, which makes me lean towards option A?
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Dion
4 months ago
I think option B sounds familiar because it mentions record-triggered flows, which we discussed could handle immediate notifications.
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Micaela
4 months ago
I think any of these options could work, but I'd be careful to test the flow thoroughly. We don't want to accidentally send emails to the wrong people or miss any opportunities that need to be followed up on.
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Janessa
5 months ago
I'm leaning towards option D. A schedule-triggered flow that runs daily and checks the Opportunity records seems like a simpler solution than trying to manage multiple triggers and scheduled paths.
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Pamela
5 months ago
Option C might be better since we need to check the Budget Approved field before the record is saved. That way we can trigger the immediate notification as soon as the field is checked.
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Leontine
5 months ago
I'm a little confused on the requirements. Do we need to check the Budget Approved field as well, or is that just for the immediate notification? I'm not sure if a single flow can handle both the weekly email and the immediate notification.
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Precious
5 months ago
I think option B sounds like the best approach here. We can set up a record-triggered flow that checks the Proposal stage and close date, and then use scheduled paths to send the email a week before the close date.
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Cristina
5 months ago
I remember we practiced flows in class, but I'm not sure if a schedule-triggered flow is the right choice for this scenario.
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Nguyet
6 months ago
B) is the correct answer. Scheduled paths in a record-triggered flow can handle both the weekly reminder and the immediate notification.
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Lorrine
24 days ago
I think B is the best choice. It covers both requirements.
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Krissy
6 months ago
A schedule-triggered flow sounds solid for weekly reminders.
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