QuestionQ619

Workflow/Process Automation

The System Administrator has been asked to ensure that an email is sent to Sales Ops when an opportunity closes, notifying them about the closed deal. Which evaluation criteria should the system administrator use for the workflow rule?

  • A When a record is created
  • B When a record is created or updated
  • C When a record is created/updated and didn't previously meet the trigger criteria
  • D None of the above
Explanation

The evaluation criterion that runs when a record is created or updated and newly meets the rule criteria sends the alert when an opportunity transitions to a closed state. It avoids repeatedly sending the notification for unrelated edits after the opportunity is already closed.

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