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

Actual exam question for Salesforce's Plat-Admn-301 exam

Question #: 1
Topic #: 3

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?

ACreate a schedule-triggered flow. Configure the trigger to flow weekly.

BCreate a record-triggered flow with scheduled paths. Configure the trigger to flow after the record is saved.

CCreate a record-triggered flow with scheduled paths. Configure the trigger to flow before the record is saved.

DCreate a schedule-triggered flow for the Opportunity object. Configure the trigger to flow daily.

Show Suggested 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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Ronna

7 days 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

12 days ago

D) is a bit too broad, it would send notifications even for opportunities not in the Proposal stage.

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Selma

17 days 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

22 days 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

28 days 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

1 month 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

1 month 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

1 month 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

2 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

2 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

2 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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