QuestionQ1093

Workflow/Process Automation

An administrator wants to create a follow-up task for the opportunity owner when an opportunity is closed as won, plus another task 60 days later to check in with the customer.

Which automation tool should the administrator use?

  • A Flow Builder
  • B Outbound Message
  • C Assignment Rule
  • D Field Update
Explanation

Flow Builder can use a record-triggered flow when an opportunity is changed to Closed Won, create a task assigned to the opportunity owner, and use a scheduled path to create the customer check-in task 60 days later.

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