Send Email Notifications to Executives on Closed Won Opportunity Stage

A

Based on the given requirement, the Consultant should recommend using option B: Use Process Builder and HTML Email Templates.

Here's a detailed explanation:

Option A (Develop a custom Apex Trigger that uses custom email messaging): Developing a custom Apex Trigger may provide a solution, but it requires custom coding and is more complex to implement. Apex Triggers are used to automate processes and perform custom actions when specific events occur. While it is possible to create a trigger that sends an email, it would involve writing custom code to generate and send the email, which increases complexity and maintenance efforts.

Option B (Use Process Builder and HTML Email Templates): Process Builder is a declarative tool in Salesforce that allows you to automate business processes by defining a series of criteria and actions. It provides a user-friendly interface to create workflows without the need for coding. HTML Email Templates allow for the creation of professional-looking emails with customized content.

To achieve the requirement, the Consultant can recommend the following steps using Process Builder:

1. Create a Process Builder.
2. Set the object to Opportunity and define the criteria for when the Opportunity Stage is marked as "Closed Won."
3. Define the action to be taken when the criteria are met. In this case, it would be sending an email.
4. Use an HTML Email Template to design the email with the required details about the Opportunity, Opportunity Products, and Account.
5. Specify the recipient(s) of the email, which should be the team of Executives.

By configuring the Process Builder to trigger when the Opportunity Stage is changed to "Closed Won," it will automatically send an email to the specified recipients using the HTML Email Template. This solution is declarative, meaning it can be easily set up and maintained by non-developers, reducing complexity and potential issues.

Option C (Develop an Inbound Email Service): Developing an Inbound Email Service is not suitable for this requirement. Inbound Email Services are used when you want to process incoming emails and take specific actions based on their content. It is not designed for automatically sending emails based on changes in Salesforce records, as required in this scenario.

Option D (Use Workflow rules and HTML Email Templates): Using Workflow rules and HTML Email Templates is another viable option for sending emails based on record changes, but it is not as flexible or powerful as Process Builder. Workflow rules are more limited in functionality compared to Process Builder, and they may not be able to fulfill all the requirements specified in the question. Therefore, option D is not the best solution compared to using Process Builder and HTML Email Templates.

In summary, the Consultant should recommend using option B (Process Builder and HTML Email Templates) as it provides a user-friendly, declarative approach to automate the email sending process when an Opportunity Stage is marked as Closed Won.