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Salesforce

CRT-101 · Question #197

Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should and…

The correct answer is B. Outbound Message C. Approval Process. Outbound Messages send structured record data to an external HR system, while Approval Processes manage the sequential manager and director review workflow.

Workflow/Process Automation

Question

Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should and administrator configure? Choose 2 answers

Options

  • AQuick Action
  • BOutbound Message
  • CApproval Process
  • DEmail Alert Action

How the community answered

(26 responses)
  • A
    8% (2)
  • B
    77% (20)
  • D
    15% (4)

Why each option

Outbound Messages send structured record data to an external HR system, while Approval Processes manage the sequential manager and director review workflow.

AQuick Action

Quick Actions create or update records and log calls directly in Salesforce but do not initiate integrations with external systems or orchestrate multi-step approval workflows.

BOutbound MessageCorrect

Outbound Messages are a workflow action that sends a SOAP XML message containing specified field data to a defined external endpoint, enabling automatic transmission of expense report records to an external HR platform when triggered.

CApproval ProcessCorrect

Approval Processes define a sequential routing of records to designated approvers such as managers and directors, supporting multi-tier review with the ability to trigger an Outbound Message as a final approval action once all approvals are granted.

DEmail Alert Action

Email Alert Actions send notification emails and are commonly used as steps within approval processes, but alone they cannot transmit structured data to an external HR system.

Concept tested: Approval process with outbound message for external integration

Source: https://help.salesforce.com/s/articleView?id=sf.approvals_overview.htm&type=5

Topics

#Approval Process#Outbound Message#Workflow Automation#External Integration

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