What would you use to automate the process?

Your company wants to automatically send an email to the owner of a service request when it has
not updated or resolved within 24 hours. Then, if an additional 24 hours passes with no updates to
the service request, the status should be changed to escalate and an email should be sent to the
owner’s manager. What would you use to automate the process?

Your company wants to automatically send an email to the owner of a service request when it has
not updated or resolved within 24 hours. Then, if an additional 24 hours passes with no updates to
the service request, the status should be changed to escalate and an email should be sent to the
owner’s manager. What would you use to automate the process?

A.
Set up a Default Field Value on the service request Status field, using the Post Default check box
to change the field value to escalated after 48 hours.

B.
Set up a Workflow rule for service requests that triggers when a new record is saved. Configure
the rule using the Wait, Send Email, and Update Field after Wait actions.

C.
Set up a Field Validation rule on the service request Status field that checks for an updated value.
Set up a Workflow rule that triggers if the Field Validation rule returns False.

D.
Set up a workflow rule for service requests that triggers when a modified record is saved.
Configure the rule using the send email and update field after wait actions.

E.
Set up a Default Field Value on the service request Status field, using the Post Default check box to
change the field value to escalated after 48 hours. Set up a Workflow rule that triggers if the Status
field is updated

Explanation:
A workflow rule should be used.



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stenwyn j

stenwyn j

Workflow rules can help automate the following types of actions based on your organization’s processes:
Tasks: Assign a new task to a user, role, or record owner.
Email Alerts: Send an email to one or more recipients you specify.
Field Updates: Update the value of a field on a record.
Outbound Messages: Send a secure, configurable API message (in XML format) to a designated listener.