Question

Sales Managers want to be automatically notified any time there rs a change to an Opportunity Close Date and want these changes to be tracked on the Opportunity.Which two configurations should an app builder recommend?Choose 2 answers

Answer 1

For automated notification and tracking of changes to an Opportunity's Close Date, an app builder should recommend creating a workflow rule. This rule triggers on Close Date changes, sending email alerts to Sales Managers. Additionally, enabling Field History Tracking on the Close Date field records change history, including timestamps, facilitating comprehensive tracking.

Step-by-step explanation:

To efficiently manage changes to an Opportunity's Close Date, an app builder should suggest two configurations. Firstly, implement a Workflow Rule triggering on any modification to the Opportunity Close Date.

Within this rule, set up an Email Alert action to promptly inform Sales Managers of the alteration.

Secondly, enable Field History Tracking specifically for the Opportunity Close Date field.

This enables a comprehensive log of changes, including timestamps, facilitating historical tracking.

These dual configurations, incorporating workflow automation and detailed field history tracking, empower Sales Managers with timely notifications and a thorough record of alterations, ensuring effective oversight and management of Opportunity Close Date changes within the system.