If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria. What is the recommended solution for this scenario?
A.
Create one Workflow Rule with two Workflow Actions
Process Builder supports multiple criteria nodes with independent action groups. If a record meets multiple criteria nodes in a single process, the system evaluates each node and executes the associated actions as applicable.
Correct Option:
C. ✅ One Process with multiple criteria nodes is optimal. Each condition can trigger its own actions independently.
Incorrect Options:
A and B. Workflow Rules cannot easily handle multiple branching conditions with independent actions.
D. Creating two processes is unnecessary overhead and adds complexity.
Reference Extract from Salesforce Help – Process Builder:
“Each process can include multiple criteria nodes and associated actions. A record can trigger multiple actions if it meets multiple criteria.”
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