QuestionQ691

Workflow/Process Automation

The support team has asked the System Administrator to automate notification when a customer's support plan is ending. They want the Customer Support Rep to receive an email 30 days before the Support Plan Expires (the Support Plan Expiration Date is on the Account record). What should the system administrator do?

  • A Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
  • B Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
  • C Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
  • D This cannot be done
Explanation

A time-based workflow trigger can schedule an email action relative to a date field. Configuring the trigger for 30 days before the Account’s Support Plan Expiration Date and sending an email alert to the assigned Support Rep meets the notification requirement.

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