Salesforce App Builder Practice Exam

For sending recurring email notifications as an account's expiration approaches, which tool is most suitable?

1. Process Builder

2. Visual Workflow

3. Workflow

4. Approvals

The correct answer is: Workflow

The most suitable tool for sending recurring email notifications, particularly as an account's expiration approaches, is Workflow. Workflow rules in Salesforce are specifically designed for automating standard internal procedures and processes, including sending email alerts. When setting up a Workflow, you can define specific criteria that trigger email notifications, such as the nearing expiration date of an account. Workflows can be scheduled to send emails based on time triggers with a specific frequency, which aligns perfectly with the requirement for recurring notifications. Although other tools like Process Builder and Visual Workflow have their own automation capabilities, they are typically used for more complex workflows that may involve multiple actions or inputs, rather than straightforward notifications based solely on an event. Approvals are geared towards managing business processes that require approval from one or more users, making them unsuitable for simply sending notifications without a review step.