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Difficulty: EasyWorkflow Rules and Actions

An operations manager requests that a follow-up Task be automatically assigned to a supervisor whenever an existing Case is modified and its status changes to 'Escalated'. The task should only trigger when the record is changed to meet this condition, not on subsequent edits while it remains escalated. Which evaluation criteria should be configured on the Workflow Rule?

  1. Created, and any time it's edited to subsequently meet criteriaAnswer
  2. B
    Created, and every time it's edited
  3. C
    Created
  4. D
    Updated, but not created

Answer

Created, and any time it's edited to subsequently meet criteria
The setting 'Created, and any time it's edited to subsequently meet criteria' evaluates rule criteria only when a record is newly created or when an edit changes the record from not meeting the criteria to meeting them. This prevents redundant task generation on edits where the record was already in an escalated state.

Step-by-Step Solution

1
Analyze the requirement for workflow rule execution frequency.
The automation must fire only when a record state changes to meet criteria, not during subsequent edits.
Evaluating record state transitions prevents repeated task generation on unchanged criteria states.
2
Identify the corresponding Salesforce Workflow Rule evaluation criteria.
'Created, and any time it's edited to subsequently meet criteria' checks for condition transition.
This specific setting triggers actions only when an edit causes a record to meet criteria after previously not meeting them.

Key Concept

Workflow Rule Evaluation Criteria
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Topics

Workflow Rules and Actions

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