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Difficulty: MediumWorkflow Rules and Actions

An IT Asset Manager at a healthcare enterprise wants to automatically send an automated XML message to an external enterprise resource planning (ERP) system whenever a custom object record tracking Medical Equipment is updated to a status of 'Needs Maintenance'. The requirement specifies that this integration must be accomplished using native declarative Workflow capabilities without custom Apex code. Which workflow action should the administrator configure to satisfy this requirement?

  1. Outbound MessageAnswer
  2. B
    Field Update
  3. C
    Email Alert
  4. D
    Auto-Response Rule

Answer

Outbound Message is the correct workflow action to send structured XML messages to an external system endpoint declaratively.
Outbound Message is one of the four core actions available in Workflow Rules. It enables sending a designated SOAP XML message to a specified external endpoint URL automatically when the workflow criteria are met, completely declaratively without custom Apex development.

Step-by-Step Solution

1
Analyze the requirements for automated external system notification.
The requirement specifies sending an XML message to an external ERP system URL declaratively upon record update.
Salesforce Workflow Rules support 4 native actions: Tasks, Email Alerts, Field Updates, and Outbound Messages.
2
Evaluate the capability of each workflow action type.
Only Outbound Messages send a SOAP formatted XML payload to an external endpoint URL natively without writing Apex callouts.
Outbound Messages allow designated fields to be transmitted securely to listening web servers.

Key Concept

Workflow Outbound Messages for External System Integrations
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Topics

Workflow Rules and Actions

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