QuestionQ801

Workflow/Process Automation

A sales executive at Universal Containers wants notification whenever high-value opportunities are created for hot accounts.

What should an administrator do to satisfy this requirement?

  • A Create an escalation rule based on the opportunity amount.
  • B Create a workflow rule on the opportunity object.
  • C Create a validation rule that evaluates the account rating.
  • D Creating an auto-response rule on the opportunity object.
Explanation

An Opportunity workflow rule can be configured to run when an opportunity is created and meets criteria for a high amount and a related Account rating of Hot, then perform an email-alert action. Workflow-rule criteria can use fields from directly related objects, including the opportunity’s Account.

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