Which automation tool is applied to create a Salesforce task when a prospect submits a form and has a grade greater than a B+?

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The automation tool that is specifically designed to create a Salesforce task based on criteria such as a prospect submitting a form and having a score greater than a B+ is an automation rule. Automation rules are ideal for setting up workflows or actions that depend on specific conditions being met. In this scenario, once the conditions are fulfilled—namely, the form submission and the prospect's grade exceeding a B+—the automation rule will trigger the creation of a Salesforce task.

This type of automation enables efficient follow-up actions based on user interactions, ensuring that leads are nurtured effectively based on their engagement and scoring metrics. This contrasts with other options, which serve different functions. For instance, segmentation rules are primarily used for categorizing prospects into different groups based on specific attributes, while engagement studio focuses on designing and implementing multi-step engagement programs and pathways for nurturing leads. Completion actions can be used to trigger actions upon the completion of forms but are limited in scope compared to the broader capabilities of automation rules, which can encompass multiple criteria and actions.

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