The administrator at AW Computing wants to send off client welcome tasks and a welcome email to
the primary contact automatically when an Opportunity is Closed won.
What automation tool best accomplishes this?
Universal Containers has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules a sales rep at Universal Containers leaves the company and their user record is deactivated. The rep is later rehired in V administrator activates the old user record. The user is added to the same default Opportunity teams but h no longer able records the user worked on before leaving the company.
What is the likely cause?
Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own
role in the role hierarchy. Both roles are subordinates of the same Manager role.
How Should the administrator share records owned by sales team A with Sales team B?
Northern Trail Outfitters has requested that when the Referral Date field is updated on the
custom object Referral Source, the parent object Referral also needs to be updated.
Which automation solution should an administrator use to meet this request?