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Difficulty: MediumApproval Processes

A Salesforce Administrator is configuring an approval process for high-value Opportunity records requiring executive sign-off. Which two automated action types can be added directly to Final Approval Actions within a Salesforce Approval Process? (Select 2 options)

  1. Field Update to modify a field value on the submitted record or its master parent recordAnswer
  2. Email Alert to send automated notifications using specified email templatesAnswer
  3. C
    Create a Record action to automatically generate a new related custom object record
  4. D
    Autolaunched Flow action to perform complex multi-object calculations upon final approval

Answer

The two automated action types that can be directly added to Final Approval Actions are Field Update and Email Alert.
Salesforce Approval Processes natively support four distinct automated actions across all stages (Initial Submission, Step Actions, Final Approval, Final Rejection, and Recall): Field Update, Email Alert, Task creation, and Outbound Message. Field Update allows updating fields on the record or its master detail parent, and Email Alert sends formatted notifications.

Step-by-Step Solution

1
Identify native automated actions supported by Salesforce Approval Processes
Salesforce Approval Processes natively support four types of automated actions: Field Updates, Email Alerts, Tasks, and Outbound Messages.
These four actions can be configured in Initial Submission Actions, Approval Step Actions, Final Approval Actions, Final Rejection Actions, and Recall Actions.
2
Evaluate the proposed options against standard configuration capabilities
Field Update and Email Alert are directly supported. Creating a arbitrary record or directly calling an Autolaunched Flow are not selectable actions in the approval action builder.
Actions like record creation or Flow triggering require post-approval record updates to trigger a record-triggered flow or Apex.

Key Concept

Salesforce Approval Process Automated Action Types
Estimated Time:1m 0s
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Topics

Approval Processes

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