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27 December, 00:30

Universal Containers (UC) just went live with a new Customer Community. UC wants to automatically create Community users for related contacts when a new business opportunity is marked as closed won. Which approach should the Community Cloud consultant recommended to accomplish this

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  1. 27 December, 03:58
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    Hello. This question is incomplete. The full question is:

    "Universal Containers (UC) just went live with a new Customer Community. UC wants to automatically create Community users for related contacts when a new business opportunity is marked as closed won. Which approach should the Community Cloud consultant recommended to accomplish this:

    Use a schedule report that alerts the Salesforce administrator of the new contacts. Use a trigger to create Community users for all related contacts on the account. Send an email to the administrator when the opportunity is marked closed won so they can create users. Use a workflow rule to create a task for the administrator with a list of contacts that should be users"

    Answer:

    Use a trigger to create Community users for all related contacts on the account.

    Explanation:

    As shown in the question above, Universal Containers wants to establish a strategy that will be highly beneficial to the community present in the region. Universal Containers wants to automatically create Community users for related contacts when a new business opportunity is marked as closed. The best way to do this would be through a trigger to create Community users for all related contacts on the account.

    That way, the community would have greater access to information, knowing exactly when an opportunity would arise, nor letting the information go unnoticed.
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