Salesforce Administrator — Question 262

The support team has asked the System Administrator to automate the notification of a customer's support plan ending - they would like for the Customer Support
Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do?

Answer options

• A. Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
• B. Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
• C. Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
• D. This cannot be done

Correct answer: A

Explanation

The correct answer is A because a workflow rule with a time-based trigger is specifically designed to handle such automated notifications based on date fields. Option B is incorrect as it suggests an immediate action rather than a time-based one. Option C, while it could work, is unnecessarily complex for this requirement, and option D is incorrect because the task can indeed be accomplished.