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Difficulty: MediumWorkflow Rules and Actions

An administrator is configuring automated record processing for a custom object that tracks Service Requests. When a record meets specified criteria, the business requires immediate automated actions to be executed using a Workflow Rule. Which TWO standard actions can be natively added to a Workflow Rule? (Select TWO)

  1. Creating a new Task assigned to a specific userAnswer
  2. Sending an Outbound Message to an external designated endpointAnswer
  3. C
    Executing an autolaunched Flow directly from the workflow action menu
  4. D
    Invoking an Apex class directly without using an Apex trigger

Answer

The two native workflow actions are creating a new Task and sending an Outbound Message.
Salesforce Workflow Rules allow four specific types of automated actions: Field Updates, Email Alerts, Tasks, and Outbound Messages. Therefore, assigning a new Task and sending an Outbound Message are both valid native actions.

Step-by-Step Solution

1
Identify the standard automated actions supported natively by Salesforce Workflow Rules.
Workflow Rules natively support exactly four automated actions: Field Updates, Email Alerts, Tasks, and Outbound Messages.
Understanding native capability prevents selecting actions that belong to other automation tools like Flow Builder or Apex.
2
Evaluate the options against the four standard workflow actions.
Creating a Task and sending an Outbound Message match the supported list, whereas launching a Flow or calling Apex code directly are not supported in Workflow Rules.
Only Tasks, Outbound Messages, Field Updates, and Email Alerts can be configured directly inside a Workflow Rule.

Key Concept

Salesforce Classic Workflow Rules support four specific native automated actions: Field Updates, Email Alerts, Tasks, and Outbound Messages.
Estimated Time:1m 0s
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Topics

Workflow Rules and Actions

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