B. Enable Einstein Opportunity Insights is correct:
Einstein Opportunity Insights provides AI-driven recommendations and insights, including alerts when opportunities are at risk, such as when they are past the expected close date. This would automatically notify the sales rep about open opportunities that need attention.
C. Use Flow with a scheduled action and an email alert is correct:
Using Flow with a scheduled action allows you to automatically check for opportunities that remain open past the close date. The email alert action can notify the sales reps when the condition is met. This is an automated and flexible solution.
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sleepyjin
2 weeks, 5 days agoc5b95bf
1 month ago