Automation15% of the exam
Choosing the right automation tool
How to pick between lead and case assignment rules, escalation rules, auto-response rules, Flow and Einstein predictions for a routing or follow-up requirement, and what the Default Workflow User does for background automation.
Given a scenario, identify the appropriate automation solution based on the capabilities of the tool (escalation rules, case assignment rules, lead assignment rules, default automation user, AI).
~8 min read · 15 practice questions ·