The VP of Sales at Cloud Kicks wants to automate the process of reassigning Accounts when an Account owner gets transferred to a different team or region. The
VP wants reassignment to be based on the Account status and confirmation that the new Account owner is informed of their new Account inheritance.
Which two strategies can the Consultant use to design the solution? (Choose two.)
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A. B. C. D. E.AC
To design a solution for automating the reassignment of Accounts in Salesforce based on the Account status and informing the new Account owner, you can use the following strategies:
A. Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
Flow Builder is a powerful tool in Salesforce that allows you to create custom business processes. In this strategy, you can create a flow that captures the relevant Account details and includes an element to reassign the Account to a new owner based on the Account status. You can define the criteria for reassignment in the flow itself, such as if the status changes or matches a specific value. Additionally, you can incorporate an email notification step to inform the new Account owner about their new Account inheritance.
B. Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
Process Builder is another powerful tool in Salesforce that allows you to automate business processes. In this strategy, you can create a process that captures the relevant Account details and includes workflow rules to trigger the reassignment of the Account to a new owner based on the Account status. You can define the criteria for reassignment in the workflow rules, such as if the status changes or meets specific conditions. Additionally, you can include an email action in the process to send a notification to the new Account owner regarding their new Account inheritance.
In summary, both strategies (A and B) involve capturing Account details and automating the reassignment process based on the Account status. They also include sending an email notification to inform the new Account owner. The key difference lies in the tools used: Strategy A uses Flow Builder, while Strategy B uses Process Builder.