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Difficulty: MediumWorkflow Rules and Actions

A System Administrator at a renewable energy company needs to configure immediate automated actions using Workflow Rules whenever a High-Priority Maintenance Request record is created. Which automated actions can be configured directly as native Workflow Actions? (Select TWO answers.)

  1. Sending an Outbound Message to a designated external SOAP endpointAnswer
  2. Creating a Task assigned to a specific user or roleAnswer
  3. C
    Posting a custom notification message directly to the record Chatter feed
  4. D
    Executing an Apex class method directly without invoking a Flow

Answer

The correct automated actions that can be configured directly as Workflow Actions are sending an Outbound Message to an external SOAP endpoint and creating a Task assigned to a specific user.
Salesforce Workflow Rules natively support exactly four types of automated actions: Field Updates, Email Alerts, Tasks, and Outbound Messages. Therefore, sending an Outbound Message to a SOAP endpoint and creating a Task assigned to a user are both valid immediate workflow actions.

Step-by-Step Solution

1
Identify the four native actions available in Salesforce Workflow Rules.
The supported workflow actions are Field Updates, Email Alerts, Tasks, and Outbound Messages.
Salesforce restricts classic Workflow Rules to these four specific declarative action types.
2
Evaluate each option against the supported workflow actions.
Outbound Messages and Tasks are native workflow actions, whereas Chatter posts and direct Apex execution are not supported in Workflow Rules.
Complex actions such as posting to Chatter feeds or invoking Apex require modern automation tools like Flow Builder.

Key Concept

Supported native Workflow Actions in Salesforce classic Workflow Rules
Estimated Time:1m 30s
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Topics

Workflow Rules and Actions

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