Ava, the Admin at Cloudy Computing, has set up a Process Builder that updates the Customer Priority field on the related Account to “High” and sends an email alert to the VP of Sales, when an Opportunity is closed won with an Amount of over $500,000. There are many Accounts that already exist in Salesforce that have closed won Opportunities with Amounts greater than $500,000. What will happen to these records now that the Process Builder is in place? The Process Builder is set to start when a record is created or edited.
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: Ava, the Admin at Cloudy Computing, has set up a Process Builder that updates the Customer Priority field on the related Account to “High” and sends an email alert to the VP of Sales, when an Opportunity is closed won with an Amount of over $500,000. There are many Accounts that already exist in Salesforce that have closed won Opportunities with Amounts greater than $500,000. What will happen to these records now that the Process Builder is in place? The Process Builder is set to start when a record is created or edited.
Ava, the Admin at Cloudy Computing, has set up a Process Builder that updates the Customer Priority field on the related Account to “High” and sends an email alert to the VP of Sales, when an Opportunity is closed won with an Amount of over $500,000. There are many Accounts that already exist in Salesforce that have closed won Opportunities with Amounts greater than $500,000. What will happen to these records now that the Process Builder is in place? The Process Builder is set to start when a record is created or edited.
- Nothing – existing records will never be processed
- Existing records will automatically be processed if the Process Builder is set to start when “A record changes”
- Existing records will be processed if they are edited and meet the Process Builder entry criteria ✅
- Existing records will be automatically processed if the Process Builder has recursion enabled in the advanced options
Correct Answer
Existing records will be processed if they are edited and meet the Process Builder entry criteria ✅
Explanation
A record is processed by Process Builder when it is edited/updated and meets the entry criteria (if the process is set to start when a record is created or edited, not just when a record is created). If an existing Opportunity is edited that meets the criteria e.g. closed won with an Amount greater than $100,000, then it would be entered into the process and any actions would fire.
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