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?
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?
Process Builder is the best automation tool to send off client welcome tasks and a welcome email to the primary contact automatically when an opportunity is closed won. It is designed specifically to automate processes such as sending emails, creating tasks, and updating records based on specific criteria or events. Approval Processes and Validation Rules do not fit the requirements of this task, as they are used for different types of automation. Outbound Messages are mainly used for sending data to external systems and are not suitable for this scenario.
Definite not Process Builder, not sure if it could be Outbound Message