Which two automation tools should the administrator use?

An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer.

Which two automation tools should the administrator use? Choose 2 answers
A . process builder
B . workflow Rule
C . Field Update
D . Outbound Message

View Answer

Answer: A, C

Explanation:

Process builder can be used to create a record-triggered flow that executes when an opportunity is closed as won and creates a follow-up task for the owner. Field update can be used to update a date field on the opportunity that can be referenced by a time-dependent workflow rule to create another task after 60 days.

Reference:

https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.workflow_time_action_considerations.htm&type=5