A new VP of Sales joined TrueGlobal Inc.

The most accurate evaluation criteria for this use case is:

B. ✅ “When a record is created, and any time it’s edited to subsequently meet criteria”

This ensures that the rule triggers:

When the record is first created and meets the criteria

Or when it is edited later, and the condition (Stage = Closed Lost and Amount > $1,000,000) becomes true

Incorrect Options:

A. Could cause the action to trigger multiple times even when the criteria remains true.

C. Only runs once at record creation.

D. Is not a valid listed option in Workflow Rule settings.

Reference Extract from Salesforce Help – Workflow Rule Considerations:

“Use 'created, and any time it's edited to subsequently meet criteria' when actions should only happen once per record per condition.”

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