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Zorluk: OrtaApproval Processes

An organization requires an automated approval process for custom Purchase Order records exceeding $50,000. When a user submits a Purchase Order, specific automated actions must trigger immediately upon entry into the process. Which two action types can be configured directly as Initial Submission Actions within a Salesforce Approval Process? (Select 2 options)

  1. Field Update to change the record status to 'Pending Approval'Cevap
  2. Outbound Message to transmit an XML notification to an external ERP endpointCevap
  3. C
    Apex Callout to invoke an external REST API directly without an Outbound Message
  4. D
    Chatter Post action to post an update directly to the record feed

Cevap

Field Updates and Outbound Messages are two of the four native automated actions that can be configured directly as Initial Submission Actions in a Salesforce Approval Process.
In Salesforce Approval Processes, Initial Submission Actions execute immediately after a record is successfully submitted for approval. The system natively supports four declarative action types: Field Updates, Email Alerts, Tasks, and Outbound Messages. Therefore, updating the status field and sending an XML payload via Outbound Message are both valid initial submission actions.

Adım Adım Çözüm

1
Identify the standard automated action types available within Salesforce Approval Processes.
Salesforce supports four standard approval actions across initial submission, approval steps, final approval, and final rejection: Email Alerts, Field Updates, Tasks, and Outbound Messages.
Approval processes have a fixed set of natively supported declarative action types.
2
Evaluate the choices against the standard approval action types.
Field Update and Outbound Message match the supported declarative action types. Direct Apex Callouts and native Chatter Posts are not supported standard approval actions.
Complex actions like Chatter posts or Apex invocations require indirect execution via record-triggered flows or trigger frameworks initiated by field updates.

Anahtar Kavram

Approval Process Initial Submission Actions
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Konular

Approval Processes

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