A Platform Administrator at Cloud Kicks has created an approval process for time-off requests. Which two automated actions are available for the administrator to add as part of the approval process?
Salesforce Approval Processes allow administrators to define a series of steps to automate the approval of records. Within these processes, there are four specific types of automated actions that can be triggered during initial submission, approval, rejection, or recall:
Field Update:Used to change a value on the record, such as switching a "Status" field from "Pending" to "Approved."
Email Alert:Used to send a templated email to specific users, such as notifying the submitter that their request was granted.
Task:Used to assign a follow-up task to a user.
Outbound Message: Used to send technical data to an external system via API.
While modern automation tools like Flow can post to Chatter or launch other flows, the native approval process engine is limited to these four specific actions. For a "time-off request" scenario, an Email Alert ensures the employee is notified, and a Field Update ensures the record reflects the new status, providing a clear audit trail of the business decision.
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