Universal Containers wants to automatically assign a Task to account managers when a customer's agreement is about to expire. How should a System Administrator configure this functionality?

a. Create a Workflow on Account with a rule criteria of Agreement Eng Date < TODAY()
b. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY ()
c. Create a Workflow on Account with a rule criteria of Agreement Eng Date > TODAY()
d. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY ()

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Universal Containers wants to automatically assign a Task to account managers when a customer's agreement is about to expire. How should a System Administrator configure this functionality?

a. Create a Workflow on Account with a rule criteria of Agreement Eng Date < TODAY()
b. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY ()
c. Create a Workflow on Account with a rule criteria of Agreement Eng Date > TODAY()
d. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY ()

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Answer:

Universal Containers

Configuring the Functionality of Assigning Task to Account Managers

b. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY ()

d. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY ()

Explanation:

A Time-based Workflow depends on actions being executed at a specific time, which is clearly defined by the workflow. It means that an alert is triggered when the time elapses. With the passage of the specified time, the workflow rule re-evaluates the options to check that the record can still meet the rule criteria going forward. Time-based workflows are usually deployed in the creation of email alerts and in Salesforce. It can automatically remind the account managers or team to take action by triggering an alert.