An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to…

The scenario requires two actions based on a record update: one immediate task creation and one time-delayed task creation. Both Process Builder and Workflow Rules are Salesforce automation tools capable of handling this entire process. Each tool can be configured with a single process or rule that triggers when an opportunity stage is set to 'Closed Won'. This single process/rule can then execute an immediate action to create the first task and a scheduled/time-dependent action to create the second task 60 days later.

C. Field Update: A Field Update is an action that can be executed by an automation tool, not the tool itself. It is used to change a field's value and cannot, on its own, create a task.

D. Outbound Message: An Outbound Message is a specific type of action used to send data to an external system. It is not an automation tool and is not used for creating records like tasks within Salesforce.

1. Salesforce Help - Choose the Right Automation Tool: This official guide compares different automation solutions. It categorizes Process Builder and Workflow as distinct tools. It states

"A workflow rule is the main container for a set of workflow instructions

" and "The Process Builder is a tool that lets you automate business processes..." This confirms A and B are tools.

Reference: Salesforce Help Documentation

Article "Choose the Right Automation Tool".

2. Salesforce Help - Workflow Actions: This document explicitly lists the four actions available for Workflow Rules: "Tasks

" "Email Alerts

" "Field Updates

" and "Outbound Messages." This confirms that Field Update (C) and Outbound Message (D) are actions

not the primary automation tools themselves.

Reference: Salesforce Help Documentation

Article "Workflow Actions".

3. Trailhead - Process Automation Module

Process Builder Unit: The documentation for Process Builder shows that a single process can have both immediate and scheduled actions

including "Create a Record" (which would be used to create the tasks). This demonstrates that only one tool is necessary.

Reference: Trailhead

Module: "Process Automation"

Unit: "Lightning Process Builder". Section: "What Can You Do with the Process Builder?".