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Difficulty: HardProcess Builder Capabilities

A Salesforce Administrator is evaluating declarative capabilities for a enterprise service management implementation. Match each automation requirement to its corresponding Process Builder capability or platform limitation.

  • Automatically update a custom status field on all child Asset records when a parent Account record is marked as Inactive.Fully supported natively using an immediate Update Records action traversing to related child records.
  • Permanently remove a temporary audit log custom object record 30 days after a Case record is marked Closed.Not supported natively in Process Builder; requires Flow Builder or an Apex trigger to perform hard deletions.
  • Send a automated Chatter post notification 5 days prior to an Opportunity Contract Expiration Date.Fully supported natively using a Scheduled Action set to execute relative to a date/time field on the record.
  • Call custom complex pricing calculation logic developed by an engineering team when an Order reaches the Approved stage.Fully supported natively by invoking an Apex class that exposes an @InvocableMethod annotation.

Answer

Updating child assets is fully supported via immediate Update Records actions; deleting audit records is not supported in Process Builder and requires Flow or Apex; sending Chatter posts relative to contract expiration is supported via Scheduled Actions; invoking complex pricing logic is supported by invoking @InvocableMethod Apex classes.
Each requirement correctly maps to standard Salesforce platform functionality: updating child records is natively supported in Process Builder via related updates; record deletion is a key platform limitation of Process Builder requiring Flow or Apex; time-based schedules handle date offset actions; and custom Apex code must be invoked via @InvocableMethod annotations.

Step-by-Step Solution

1
Analyze child record update capabilities in Process Builder.
Process Builder allows administrators to choose related records as the target for an Update Records action, enabling multi-level child record updates.
Process Builder natively traverses parent-to-child relationships for record updates.
2
Evaluate record deletion requirements against Process Builder native actions.
Process Builder does not feature a Delete Records action node.
Record deletion requires Flow Builder (Delete Records element) or Apex triggers.
3
Examine time-dependent automation options.
Scheduled Actions allow delayed execution based on a date/time field (e.g., 5 days before Contract Expiration Date).
Process Builder includes time-based triggers called Scheduled Actions.
4
Assess integration with custom programmatic code.
Process Builder includes an 'Apex' action type that calls classes containing methods annotated with @InvocableMethod.
This allows administrators to extend Process Builder capabilities with reusable developer code.

Key Concept

Process Builder Capabilities and Limitations
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Topics

Process Builder Capabilities

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