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Difficulty: MediumApproval Processes

An organization requires automated actions to occur immediately upon a user submitting a custom Vendor Contract record for evaluation. Specifically, the contract's status must automatically change to 'In Review', and a notification email must be sent to the contract management team. Which TWO configurable action types can be added directly to the Initial Submission Actions section of a Salesforce Approval Process to satisfy these requirements? (Select 2 options)

  1. Field UpdateAnswer
  2. Email AlertAnswer
  3. C
    Explicit Record Lock Action
  4. D
    Record-Triggered Flow Execution

Answer

Field Update and Email Alert can be added directly as Initial Submission Actions in a Salesforce Approval Process.
Salesforce approval processes allow four specific types of actions under Initial Submission Actions: Field Updates, Email Alerts, Tasks, and Outbound Messages. A Field Update changes field values such as Status upon entry, while an Email Alert sends automated notifications using email templates.

Step-by-Step Solution

1
Identify the automated actions supported directly within Salesforce Approval Process submission stages.
Salesforce Approval Processes natively support four types of actions: Field Update, Email Alert, Task, and Outbound Message.
Understanding native action capabilities ensures proper tool selection without redundant customization.
2
Map the business requirements to the supported action types.
Updating the status field requires a Field Update, and notifying the management team requires an Email Alert.
Both actions directly match native Initial Submission Action capabilities.
3
Differentiate native actions from system settings and unrelated automation tools.
Record locking occurs automatically via system settings upon submission rather than as a discrete selectable action item, and Flow invocations are not selectable actions within approval initial submission steps.
Confusing system properties or external trigger actions with initial submission actions leads to misconfiguration.

Key Concept

Approval Process Initial Submission Actions
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Topics

Approval Processes

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