Salesforce Sales Cloud Consultant Test

Which feature allows you to automatically notify users when an Opportunity exceeds a certain amount?

1. Einstein Analytics

2. Workflow Rule

3. Process Builder

4. Opportunity Alerts

The correct answer is: Workflow Rule

The correct answer is Workflow Rule. This feature enables you to create automated processes based on certain criteria in Salesforce. In the context of notifying users when an Opportunity exceeds a specific amount, a Workflow Rule can be configured to trigger an email alert as soon as the defined criteria (the Opportunity amount) are met. This ensures that relevant users are promptly notified about significant changes, allowing for timely follow-up actions. Other options such as Einstein Analytics focus more on data visualization and analysis, allowing businesses to derive insights rather than automate notifications. Process Builder, while it does provide a way to create automation processes like Workflow Rules, is generally employed for more complex scenarios where multiple actions need to be taken in sequence or concurrently, which may not be necessary for the straightforward task of sending notifications. Opportunity Alerts, although they may seem relevant, are not a standard feature for automatically notifying users based on predefined criteria in the way that Workflow Rules perform the function.