What is the minimum number of workflow rules required for Account Managers to receive email alerts for new Opportunities and Cases?

The correct answer involves two workflow rules, each associated with one email alert. Here's how this setup effectively meets the need for Account Managers to receive notifications about new Opportunities and Cases.

Workflow rules are designed to automate standard internal procedures and processes to save time across your organization. When a new Opportunity or Case is created, the associated workflow can trigger specific actions, such as sending email alerts.

By having one workflow rule for new Opportunities and another for new Cases, each rule can be tailored to the specific criteria relevant to its type. This approach allows for effective and clear communication since each alert can provide context specific to the Opportunity or Case type.

This setup also adheres to best practices in workflow design, ensuring that each workflow rule remains focused and manageable, making it easier to update or troubleshoot in the future. This ensures that Account Managers are promptly informed of developments in both Opportunities and Cases, aiding their customer engagement and follow-up processes.