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Question

Difficulty: EasyApproval Processes

An administrator is configuring an approval process for custom discount requests on Opportunity records. Which TWO standard automated actions can be added as Initial Submission Actions within the approval process? (Choose 2 options.)

  1. Send an Email Alert to notify the opportunity owner's managerAnswer
  2. Execute a Field Update to change the approval status field on the recordAnswer
  3. C
    Create a new custom record directly using a standard approval action
  4. D
    Permanently delete the submitted record automatically

Answer

The correct automated actions are sending an Email Alert and executing a Field Update.
Salesforce approval processes allow administrators to configure four standard automated actions: Email Alerts, Field Updates, Tasks, and Outbound Messages. Therefore, sending an email alert and executing a field update are both valid initial submission actions.

Step-by-Step Solution

1
Identify the standard automated actions supported by Salesforce Approval Processes.
Salesforce approval processes support four standard types of actions: Task, Email Alert, Field Update, and Outbound Message.
Approval processes allow automated actions at various stages, including Initial Submission, Approval Steps, Final Approval, and Final Rejection.
2
Evaluate the choices against the four standard approval actions.
Email Alerts and Field Updates belong to the standard approval actions. Direct record creation and record deletion are not supported as standard approval actions.
Complex actions like creating records must be handled via Flow or Apex, not standard approval action types.

Key Concept

Standard Approval Actions
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Topics

Approval Processes

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