Salesforce Administrator — Question 530

The VP of sales at AW Computing would like sales reps to check in with their top account every Monday. The VP would like a dashboard component to show the status of the check-ins.
What should the administrator configure to remind the reps to contact their top account?

Answer options

• A. Use a process email alert on the account.
• B. Create a time-based workflow task.
• C. Add the email action to the page layout.
• D. Enable the creation of recurring tasks.

Correct answer: B

Explanation

The correct answer is B, as a time-based workflow task can be configured to automatically remind sales reps to check in with their top account every Monday. Option A is incorrect because email alerts do not provide a consistent reminder schedule. Option C does not create reminders but simply adds an action to the layout, and option D does not specifically ensure reminders for weekly check-ins.