Salesforce App Builder Practice Exam

Which tool should be used to automatically close activities related to an opportunity and create a renewal opportunity?

1. Process Builder

2. Visual Workflow

3. Workflow

4. Approvals

The correct answer is: Process Builder

The appropriate tool for automatically closing activities related to an opportunity and creating a renewal opportunity is Process Builder. This tool is designed to build complex automation with a user-friendly interface that allows you to simplify processes across your Salesforce environment. Process Builder enables you to define a set of criteria that, when met, can trigger multiple actions, including updating records, creating new records, and sending notifications. In this scenario, you can configure a process to automatically close activities associated with the opportunity once certain conditions are met (such as an opportunity being won or lost) and at the same time, create a renewal opportunity linked to the original. While Visual Workflow is also capable of automating processes, it is typically used for more complex, user-driven scenarios that require input from the user. Workflow rules are somewhat limited in functionality compared to Process Builder, as they can only perform a single action and are not suitable for complex scenarios that involve multiple steps. The Approvals tool focuses on managing and automating approval processes, which doesn't align with the requirement to close activities or create new opportunities. Thus, Process Builder is the most suitable tool for achieving both of these tasks efficiently and effectively.