QuestionQ126

Workflow/Process Automation

An organization wants to create a follow-up task when a field changes. What is the best way to accomplish this?

  • A Workflows
  • B Rollup summary
  • C Assignment rules
  • D Record types
  • E Workflow approvals
Explanation

Workflow rules can evaluate record criteria on creation or edit and execute automated actions, including creating a task. Salesforce currently recommends Flow Builder for new automation, but among these choices, Workflows provides the field-driven task automation capability.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!