Salesforce Sales Cloud Consultant Test

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use?

1. Ask the Sales Director to create a list view which shows Opportunities greater than 1,000,000

2. Big Deal Alerts

3. Create a report and monitor it daily

4. Workflow - Create a workflow to send an email if an Opportunity amount is greater than 1,000,000

The correct answer is: Workflow - Create a workflow to send an email if an Opportunity amount is greater than 1,000,000

In the scenario presented, the most effective way to ensure that the Sales Director is alerted to deals exceeding $1,000,000 is to use a workflow rule to automatically send an email notification when such Opportunities are created or updated. This option allows for automated, real-time alerts that keep the Sales Director informed without requiring manual checks or reliance on other tools. Using a workflow means that as soon as an Opportunity crosses the $1,000,000 threshold, the appropriate notification is triggered without delay. This proactive approach ensures that the Sales Director does not miss significant deals, allowing for timely decision-making and intervention when needed. On the other hand, while creating a list view, utilizing Big Deal Alerts, or monitoring a daily report can provide insights, they all rely on the Sales Director actively checking those resources or waiting for periodic summaries. This could potentially lead to missed opportunities or delayed responses, creating a less efficient workflow. The automation provided by the workflow rule is far superior in ensuring prompt notifications, making it the correct choice for the Director's need for alerts on high-value deals.