The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the
'sampling' stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity.
How can this requirement be met using a workflow email?
Click on the arrows to vote for the correct answer
A. B. C. D.A
To meet the requirement of automatically sending an email to the shipping department listing the products on the opportunity when it moves to the "sampling" stage, you can use a workflow email in Salesforce.
Workflow emails are a powerful feature in Salesforce that allows you to automate email notifications based on certain criteria or actions. In this case, you want the email to be triggered when the opportunity stage is changed to "sampling."
Now let's evaluate the answer options:
A. Create it on the opportunity using a Visualforce email template. This option suggests using a Visualforce email template to create the email on the opportunity object. However, Visualforce email templates are not necessary for this requirement and can be more complex to set up. Additionally, Visualforce email templates are typically used when you need to customize the email content extensively, which is not specified as a requirement in this case.
B. Create it on the opportunity product using a Visualforce email template. This option suggests creating the email on the opportunity product using a Visualforce email template. However, focusing on the opportunity product may not be the most appropriate approach because the requirement is to list the products on the opportunity, not on the opportunity product specifically. Therefore, this option is not the best fit.
C. Create it on the opportunity product using an HTML email template. This option suggests using an HTML email template to create the email on the opportunity product. Similar to option B, focusing on the opportunity product may not be the most appropriate approach. Therefore, this option is not the best fit.
D. Create it on the opportunity using an HTML email template. This option suggests creating the email on the opportunity using an HTML email template. This is the most suitable approach based on the requirement. By creating the email on the opportunity object, you can easily access the opportunity details and include the list of products in the email. HTML email templates allow for customization of the email layout and formatting. You can use merge fields in the HTML email template to dynamically populate the product information from the opportunity.
In summary, the best option to meet the requirement using a workflow email is: D. Create it on the opportunity using an HTML email template.
By selecting this option, you can create a workflow rule that triggers when the opportunity stage is changed to "sampling" and specifies the HTML email template to be sent to the shipping department. The email template can be designed to include the product information from the opportunity using merge fields.