A Salesforce Administrator is evaluating declarative tools for automated business processes. Match each business automation requirement on the left with its corresponding Process Builder capability or limitation on the right.
- Send a follow-up email alert to the account owner 3 days after an Opportunity stage changes to 'Closed Won'.Supported natively using Process Builder Scheduled Actions.
- Automatically create a follow-up Task record when a Case status is updated to 'Escalated'.Supported natively using Process Builder Immediate Actions (Create a Record).
- Submit a custom object record to an existing approval process when a financial threshold is exceeded.Supported natively using Process Builder Immediate Actions (Submit for Approval).
- Permanently delete related child records when a parent record status is set to 'Inactive'.Not supported in Process Builder; requires Flow Builder or Apex.
Cevap
1. Sending a follow-up email 3 days post-close matches 'Supported natively using Process Builder Scheduled Actions'. 2. Creating a follow-up Task record matches 'Supported natively using Process Builder Immediate Actions (Create a Record)'. 3. Submitting a record to an approval process matches 'Supported natively using Process Builder Immediate Actions (Submit for Approval)'. 4. Deleting related child records matches 'Not supported in Process Builder; requires Flow Builder or Apex'.
Process Builder natively supports creating new records, submitting records to approval processes, and delaying action execution using Scheduled Actions. However, direct record deletion is outside of Process Builder's feature set and requires Flow Builder or Apex code.
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Process Builder Capabilities and Limitations