The Salesforce Admin needs to automate a process that sends an approval request to the VP of Sales for any account record that changes from Prospect to New Customer.
What process automation capabilities would the Admin use to meet this requirement?
- Use an Apex Trigger to change the Account field value from "prospect" to "customer" and email the Account Owner as a reminder to get an approval from their Manager.
- Use a Record Trigger Flow to change the Account field value from "prospect" to "customer" and email the Account Owner.
- Use a Flow to update the field and trigger on Approval Process to notify the VP of Sales.
- Use o Process to monitor t changed field value on the Account object from "prospect" to "customer" and an action to submit the record to an Approval Process
Answer(s): C
Explanation:
To automate the process of sending an approval request when an Account record changes from Prospect to New Customer, the best approach would be to use Salesforce Flow to update the Account field value and then trigger an Approval Process to notify the VP of Sales. This approach allows for a more flexible and powerful automation compared to using Apex Triggers or Process Builder alone. Salesforce Flow can detect record changes and perform complex logic, including updating records and initiating approval processes. The Approval Process can then be configured to send an approval request to the VP of Sales. This solution aligns with Salesforce's best practices for leveraging declarative automation tools before resorting to code.
Reference:
Salesforce Help Documentation on Flow and Approval Processes.
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