Salesforce Administrator — Question 10

The System Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?

Answer options

• A. When a record is created
• B. When a record is created or updated
• C. When a record is created/updated and didn't previously meet the trigger criteria
• D. None of the above

Correct answer: B

Explanation

The correct answer is B because the workflow rule needs to trigger both on the creation of a new opportunity and on any updates to existing opportunities that change their status to closed. Option A only considers new records, while C focuses on records that didn't previously meet criteria, which is unnecessary for sending a notification upon closure. Option D is incorrect as there is a valid option available.