Salesforce Certified Advanced Administrator — Question 32

Sales management wants to enforce a process in which the name of an account is always included in the name of an opportunity.
How can automation be used to help meet this requirement?

Answer options

• A. Use an Apex trigger on the Account object that adds the account name to the opportunity name
• B. Write a validation rule that updates the opportunity name with the account name using a cross-object formula
• C. Write a criteria-based workflow rule that updates the opportunity name concatenated with the account name
• D. Use an approval process that routes newly created opportunities to management for data quality review

Correct answer: C

Explanation

The correct answer is C, as a criteria-based workflow rule can automatically update the opportunity name to include the associated account name whenever a new opportunity is created. Option A is incorrect because while an Apex trigger can modify the opportunity name, it is not a straightforward automation method like a workflow rule. Option B is not valid as validation rules cannot update fields; they only prevent records from being saved if criteria are not met. Option D does not solve the problem of automatically including the account name in the opportunity name but rather focuses on a review process.