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Overview
Actions are about “getting things done” in Salesforce. They encapsulate a piece of logic that allows a user to perform some work, such as sending email. When an action runs, it saves changes in your organization by updating the database.
Actions are easy to discover and use, and also easy to understand and implement. Every button and link in Salesforce can be considered an action. A consistent Actions API and framework supports the creation and distributed use of actions throughout Salesforce. Actions are available in the REST API.
These are the major types of actions:
| Type | Description |
|---|---|
| DynamicAction | Dynamic actions, also known as invocable actions, can be invoked from a
common endpoint in the REST API. They provide
“describe” support – a programmatic mechanism to learn about all dynamic
actions on the platform. There are two types of dynamic actions.
|
| QuickAction | Quick Actions, formerly known as Publisher Actions, are backed by page layouts and make it easy for administrators to configure an action to create or update a record. The API always works with an sObject. |
| StandardButton | Standard buttons are URLs allowing users to either go to another page (for example,the Edit page) or accomplish some task (for example, lead conversion). |
| CustomButton | Custom buttons are URLs that an administrator can specify and when included on a page and clicked, will redirect a user to that URL. |
To call an action from a flow, use FlowActionCall, as described in the Metadata API Developer’s Guide.