Question

The VP of Sales wants to enforce a new B2B sales process for the sales representatives. For example, if an opportunity is still in the Prospecting stage one day after the next stage is due, the Deal Status should change to Stalled and the number of deals stalled on the account should be incremented. Which two actions can an administrator use to automate this process?

A) Cross-object workflow field update
B) Workflow Field update on the opportunity
C) Workflow field update on the account
D) Roll-up summary field on the account

Answer 1

The answers are option (B) and (D)

Step-by-step explanation:

Solution

The two options an administrator can use to automate a process from the given questions are as follows, Workflow field update on the opportunity and Roll-up summary field on the account

• Workflow field update on opportunity: this field updates works independently of field-level security. so, a workflow rule can modify fields even though they are not visible on the user's page layout. the result of a field update is not predictable when a single workflow rule comprise of multiple field updates that use different values to the same field.

• Roll-up summary field on the account: A roll-up summary field computes values from associated records, for example those in a linked list. one can develop a roll-up summary field to d a value in a master record by building the values of fields in a detail record.