Question

Difficulty: Very hardProcess Builder Capabilities

A Salesforce Administrator is configuring automated business processes for Opportunity management using Process Builder. When an Opportunity record reaches the 'Closed Won' stage, several actions must be triggered immediately.

Which of the following actions can be performed directly as native immediate actions in Process Builder without calling Apex code or invoking a Flow? (Select TWO answers.)

  1. Create a new custom Renewal Opportunity record and populate fields using values from the triggering Opportunity.Answer
  2. Submit the triggering Opportunity record into an active approval process.Answer
  3. C
    Delete all open Task records associated with the triggering Opportunity.
  4. D
    Perform an asynchronous HTTP REST callout to update an external ERP system.

Answer

Process Builder can directly create new records and submit records for approval. It cannot delete records or perform outbound web service callouts without calling additional tools like Flow or Apex.
Process Builder natively provides built-in action types to create new records and submit records for approval directly from the process canvas without needing custom code or sub-flows.

Step-by-Step Solution

1
Evaluate native Process Builder immediate action types
Confirm that 'Create a Record' and 'Submit for Approval' are standard built-in action types in Process Builder.
Process Builder supports native immediate actions such as creating records, updating records, posting to Chatter, sending email alerts, submitting for approval, and triggering quick actions.
2
Evaluate platform capabilities and limitations for complex operations
Identify that record deletion and outbound web service callouts are not available as standard Process Builder actions.
Deleting records requires Flow Builder (using a Delete Records element) or Apex. Making external HTTP REST callouts requires Apex code with @InvocableMethod or an outbound integration framework.

Key Concept

Process Builder Native Capabilities and Platform Limitations
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