Automating Creation of Renewal Opportunities in Salesforce

Correct Answer: A and B

Both the process builder and flow builder are needed to meet the sales ops manager requirement.

Part of this requirement can be built as a process and the rest can be built as a flow.Records cloning can be done through process builder but cloning of the products associated with them will require a flow.

Other options are incorrect because workflow rules and approval process don't have the power of complex automation behind the scene like process builder and flow builder have.

Reference:

Correct Answer: A and B

Both the process builder and flow builder are needed to meet the sales ops manager requirement.

Part of this requirement can be built as a process and the rest can be built as a flow.Records cloning can be done through process builder but cloning of the products associated with them will require a flow.

Other options are incorrect because workflow rules and approval process don't have the power of complex automation behind the scene like process builder and flow builder have.

Reference:

The Salesforce Admin would require the Process Builder to automate the creation of renewal opportunity when the opportunity has a stage of closed-won.

Process Builder is a powerful automation tool in Salesforce that allows you to automate business processes by creating visual representations of your business logic. With Process Builder, you can automate complex business processes by defining the criteria for automation and the actions that should be performed when the criteria are met.

In this scenario, the criteria for automation is when the opportunity has a stage of closed-won. The action to be performed is the creation of a renewal opportunity. The Salesforce Admin can use the Process Builder to define the criteria and action, and automate the creation of renewal opportunity whenever an opportunity is closed-won.

To set up the Process Builder, the Salesforce Admin needs to follow these steps:

1. Navigate to Setup in Salesforce.
2. Search for Process Builder in the Quick Find box.
3. Click on Process Builder.
4. Click on the New button to create a new process.
5. Enter a name and description for the process.
6. Set the criteria for the process, in this case, the opportunity stage equals closed-won.
7. Add an action to create a renewal opportunity.
8. Save the process.

Once the Process Builder is set up, it will automatically create a renewal opportunity whenever an opportunity is closed-won, saving time for the sales reps and increasing efficiency for the Sales Ops team.

Therefore, the correct answer is A. Process Builder.