What three steps should the administrator do to implement this functionality?

When a new Payment Summary is created, an email should be sent to the owner of the associated account and an approval after review should be required.

What three steps should the administrator do to implement this functionality?
A . Create an email alert action
B . Create a trigger flow when the payment summary is created with an email flow node
C . Create an approval process on the Payment Summary object
D . Create a flow to send an email to the owner of the associated account when a payment summary is created
E . Create an email template

View Answer

Answer: A, C, E

Explanation:

Three steps that the administrator should do to implement this functionality are:

Create an email template. An email template is a reusable message that contains merge fields that are populated with data from records when the email is sent. The administrator can create an email template for the Payment Summary object that includes information such as the payment amount, date, status, etc.

Create an email alert action. An email alert action is a type of action that sends an email to one or more recipients when a flow executes. The administrator can create an email alert action that uses the email template created in the previous step and sends it to the owner of the associated account when a new Payment Summary is created.

Create an approval process on the Payment Summary object. An approval process is a way to automate the approval of records based on certain criteria and actions. The administrator can create an approval process on the Payment Summary object that requires an approval after review from a designated approver.

Reference:

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

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

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