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Difficulty: MediumProcess Builder Capabilities

When a high-value Opportunity record enters the 'Negotiation/Review' stage, sales management requires automated operations to streamline internal governance. Which TWO actions can be configured directly as built-in immediate actions within Process Builder without writing custom Apex code or calling a Flow? Select TWO choices.

  1. Submit the triggering Opportunity record automatically into an active approval process.Answer
  2. Send a native Custom Notification to the Opportunity owner and designated sales leaders.Answer
  3. C
    Hard delete related inactive Opportunity Line Item records to clean up unused data.
  4. D
    Directly configure and transmit a SOAP Outbound Message to an external billing endpoint.

Answer

Submitting the record for approval and sending a custom notification are both supported natively as direct immediate actions in Process Builder.
Submitting a record into an active approval process and sending a custom notification are both standard, natively supported action types available within Process Builder's immediate action framework. They execute declaratively without needing Apex classes or Flow elements.

Step-by-Step Solution

1
Analyze Process Builder's standard immediate action type repository.
Identify supported declarative action types, which include Apex, Create a Record, Email Alerts, Flows, Post to Chatter, Processes, Quick Actions, Quip, Send Custom Notification, Submit for Approval, and Update Records.
Process Builder provides specific declarative capabilities designed to eliminate the need for custom code or external automation tools.
2
Evaluate the requirement for submitting records for approval.
'Submit for Approval' is confirmed as a standard, native immediate action type in Process Builder.
It allows administrators to route records directly to an approval process when criteria are met.
3
Evaluate the notification requirement.
'Send Custom Notification' is confirmed as a standard, native immediate action type in Process Builder.
It allows dispatches of real-time push alerts to user devices via pre-configured Custom Notification definitions.
4
Assess platform constraints regarding record deletion and outbound messaging.
Process Builder lacks native 'Delete Record' and 'Outbound Message' action categories.
Deleting records requires Flow or Apex, while sending Outbound Messages directly requires Workflow Rules, Apex, or External Services.

Key Concept

Process Builder Standard Action Types vs. Platform Limitations
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Topics

Process Builder Capabilities

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