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Which of the following are possible actions via workflow when criteria is met?

Option 1: Field Update
Option 2: Email Alert
Option 3: Chatter Post
Option 4: Create a Task

User Ixany
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1 Answer

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Final answer:

All the 4 options are possible. Salesforce Workflow offers several possible actions when criteria is met, including field updates, email alerts, Chatter posts, and creating tasks.

Step-by-step explanation:

When certain criteria are met, Salesforce Workflow provides several possible actions:

  1. Field Update: This allows you to automatically update a field's value on the record that triggered the workflow. For example, you could update the status field of a lead to 'Qualified' when the lead score reaches a certain threshold.
  2. Email Alert: This sends an email notification to one or more designated recipients. For instance, you could send an email to the account manager when a high-value opportunity is closed-won.
  3. Chatter Post: This posts a message on the Chatter feed of relevant users or groups. It could be used to alert a team about a new task assignment.
  4. Create a Task: This action allows you to automatically create a new task on a record. You can define the task's due date, priority, and assignee. For example, you could create a task for a sales representative to call a customer when a renewal opportunity is closed-lost.

When criteria are met in a workflow system, a variety of actions can be executed automatically. These can include Option 1: Field Update, which changes the value of a record field; Option 2: Email Alert, which sends an email to one or more recipients; Option 3: Chatter Post, which posts a message to a Chatter feed allowing for social collaboration; and Option 4: Create a Task, which assigns a new task to a user.

All four options presented are indeed possible workflow actions that can be triggered when predefined criteria are met within a workflow system. These actions help in streamlining business processes and ensuring that necessary steps are taken automatically, thereby increasing efficiency and enabling better task management.

User Danilo Breda
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