Question

Difficulty: MediumProcess Builder Capabilities

A Salesforce Administrator is reviewing declarative automation capabilities for business processes. Match each business automation requirement on the left with the correct Process Builder capability or platform limitation on the right.

  • Automatically submit a record for an existing approval process when criteria are metSupported natively using the Submit for Approval action
  • Create a follow-up Task record assigned to the Account Owner when an Opportunity is Closed WonSupported natively using the Create a Record action
  • Hard delete inactive Lead records automatically 30 days after creationNot supported natively in Process Builder; requires Flow Builder or Apex
  • Update fields on all related child Contact records when an Account rating changes to HotSupported natively using the Update Records action for related records

Answer

Submitting for approval matches native Submit for Approval action; Creating a task matches native Create a Record action; Hard deleting leads matches unsupported capability requiring Flow or Apex; Updating child contacts matches native Update Records action for related records.
Process Builder natively supports submitting records for approval, creating records, and updating related child records. However, it lacks any native action for deleting records, which must be handled via Flow Builder or Apex code.

Step-by-Step Solution

1
Identify supported native actions in Process Builder
Process Builder supports creating records, updating triggering or related records, submitting for approval, posting to Chatter, launching flows, sending email alerts, and invoking Apex code.
Determines which scenario maps directly to a built-in Process Builder action.
2
Identify platform limitations in Process Builder
Process Builder lacks native record deletion capabilities and cannot perform complex background data cleanup like deleting records.
Distinguishes native capabilities from actions requiring Flow Builder or Apex.

Key Concept

Process Builder Capabilities and Limitations
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