Your customer wants to implement a new business process. They have given you these
requirements:
• All contacts when created will have the contacts.c$free_trial custom field set to NO (default
in no value).
• All contacts will be added to organization = “Temp”.
• All contacts with contacts.c$free_trial = “Yes” will have an opportunity created that is
assigned to “agent 1”, with a status = “Lead” and territory = EMA – United Kingdom.
Identify the three minimum rule types to be configured to meet the requirement.
A.
Chat Rules
B.
Contact Rules
C.
Incident Rule
D.
Opportunity Rules
E.
Organization Rules
F.
Survey Rules
G.
Task Rules
Explanation:
B: Contact Rules
Contact Rules are triggered when contact records are
created or updated.
For example, you can use contact
rules to automatically apply service level agreements
(SLAs) or to set fields based on how the record is
created or updated.
D: Opportunity Rules
Opportunity rules are triggered when a sales
opportunity is created or updated. You can use
opportunity rules to notify managers when a sales
opportunity reaches a certain status in your sales
cycle.E: Organization Rules
Organization Rules are triggered when organization
records are created or upda ted. For example, you can
use Organization Rules to notify support staff or
accounts receivable when an organization record is
created or updated.