Universal Container VP of support requested the Salesforce Admin to set up a guided wizard with a screen that pops up whenever support handles customer calls.
What is the best functionality to implement this requirement?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: B
Flow Builder gives Salesforce admins the ability to build a guided wizard with screens.
It has many out of the box screen components.
In addition to this, you can build custom components and add them to it.
Options A, C, and D are incorrect because they lack the ability to have a guided wizard with screens.
They don't have visual representation like the flow.
Reference:
The best functionality to implement the requirement of a guided wizard that pops up whenever support handles customer calls is Flow Builder.
Flow Builder is a tool within the Salesforce platform that allows users to automate processes by building flows, which are essentially sets of instructions that automate tasks. A flow can be triggered manually by a user, automatically based on a specific event, or on a schedule.
In this case, the flow would be triggered automatically when support handles customer calls. The flow would guide the support representative through a series of screens or steps, asking for relevant information and providing guidance and support as needed.
Process Builder is another tool within the Salesforce platform that allows users to automate processes. However, it is more focused on automating business processes, such as creating records or sending email alerts, based on specific criteria or conditions.
Workflow Rules are similar to Process Builder, in that they allow users to automate processes based on specific criteria or conditions. However, they are more limited in their functionality compared to Process Builder and Flow Builder.
Approval Processes are used to automate the approval of records, such as sales opportunities or service cases, based on specific criteria or conditions. They are not well-suited for guiding support representatives through a series of screens or steps during a customer call.
Therefore, Flow Builder is the best functionality to implement this requirement. It allows for the creation of a guided wizard that can be triggered automatically when support handles customer calls, and it provides the flexibility and functionality needed to build a customized solution that meets the specific needs of Universal Container.