A consultant wants opportunity records that have been open more than 30 days with no logged activity to automatically display a card on the form suggesting the seller reach out to the customer. Out-of-the-box Sales Insights cards do not cover this exact condition. Which tool should the consultant use to build this custom, condition-based prompt without writing code?
Select an answer to reveal the explanation.
Short Explanation
Picture a form that only needs to speak up under one very specific condition: deal's been sitting open for weeks with nobody touching it. A locked-field business rule can react to data already on the record, but it has no concept of time passing with no activity logged, that's a moving target it can't watch. A scheduled flow sending an email reminder could technically fire, but then the nudge lives in someone's inbox instead of right there on the form where the seller is already working, and now there's a whole separate automation to babysit. A static panel bolted onto the form is even less useful, it just sits there saying the same thing regardless of whether the condition is even true anymore. What you actually want is a purpose-built tool for defining a trigger and a recommended action together, and having it render as a live insight card, updating itself as the situation changes.
Full Explanation
The correct answer is B. Assistant Studio is the Sales Insights configuration tool built for exactly this situation: it lets a consultant define a trigger condition, such as an opportunity being open past a chosen number of days with no recent activity, and pair it with a recommended action that surfaces as a card on the form, all without writing code. Option A is incorrect because a business rule can lock or show a field based on data on the record, but it cannot evaluate a rolling time-since-last-activity condition or present a recommended-action style insight card. Option C is incorrect because while a scheduled Power Automate flow could technically send a reminder email, it would not render as an in-context Sales Insights card on the opportunity form, and it adds an integration to maintain outside the tool built for this purpose. Option D is incorrect because a canvas app embedded on the form can only display static or manually refreshed content, it has no built-in way to evaluate the 30-day, no-activity condition dynamically for each record.