Salesforce Administrator — Question 273

The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires.
What should an administrator configure to meet this requirement?

Answer options

• A. Assignment rule
• B. Workflow rule
• C. Auto-response rule
• D. Escalation rule

Correct answer: B

Explanation

The correct answer is B, Workflow rule, as it allows for automatic notifications based on specified criteria and timing. Assignment rules (A) are used for distributing records to users, auto-response rules (C) send automatic replies to inbound messages, and escalation rules (D) are meant for raising the priority of cases, none of which directly address the notification requirement.