Universal Container's Sales Ops manager wants a process in place where every United Kingdom based accounts should fall into one of the five different districts that are required to be created as well.
The account field should also be inherited by the opportunity.
Which of the following would help the Salesforce Admin to accomplish all this?
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A. B. C. D.Correct Answer: A
Workflow field update will help in automating the field value.
Workflow field update is one of the workflow actions that will give the ability to automate a field value.
Option B is incorrect because the validation rule doesn't have the option to do any field update.
Option C is incorrect because auto-response rule is a set of conditions to send the automatic email responses to lead or case submissions based on the attributes of the submitted record.
Option D is incorrect because escalation rule automatically reroutes a case and can notify a user if the case remains open even after a certain period.
Reference:
The Salesforce Admin can use Workflow Field Update to accomplish the given requirements. Here's how:
Create a new custom picklist field on the Account object named "District". This field will have five different options representing the five districts in the United Kingdom.
Create a new Workflow Rule on the Account object that is triggered when the Account record is created or edited and meets the criteria of the Account being based in the United Kingdom.
The Workflow Rule should have a Workflow Field Update action that updates the value of the "District" field on the Account object based on the value selected by the Sales Ops manager.
To ensure that this field value is inherited by the related opportunities, the Salesforce Admin should ensure that the "District" field is included on the Opportunity Page Layout and that the field mapping is set up correctly between the Account and Opportunity objects.
Optionally, the Salesforce Admin can also create a Validation Rule on the Opportunity object to ensure that the "District" field on the related Account is not null before an Opportunity can be created.
Therefore, Option A - Workflow Field Update - would help the Salesforce Admin to accomplish all the given requirements.