Actions Developer Guide

Introducing Actions
Overview
Invoking Actions
Available Actions
Action Objects
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Available Actions

The following actions are available.

Action Description
Apex Actions Invoke Apex methods annotated with @InvocableMethod and include custom parameters with @InvocableVariable.
Create Service Report Actions Creates a service report for a service appointment, work order, or work order line item.
Custom Notification Actions Send custom notifications to recipients via desktop or mobile channels.
Email Alert Actions Send emails from flows by reusing already-configured workflow email alerts.
Financial Services Cloud Actions Create person accounts, financial accounts, and related records from a residential loan application for Financial Services Cloud.
Flow Actions Invoke an active autolaunched flow or active invocable process that exists in the current org.
Generate Work Orders Actions Generates work orders from a maintenance plan.
Knowledge Actions Manage your Knowledge articles using invocable actions.
Manufacturing Cloud Actions Recalculate and mass update account forecast and sales agreement fields for Manufacturing Cloud.
Omni-Channel Action Create a PendingServiceRouting record used for Omni-Channel skills-based routing.
PlatformAction PlatformAction is a virtual read-only object. It enables you to query for actions displayed in the UI, given a user, a context, device format, and a record ID. Examples include standard and custom buttons, quick actions, and productivity actions.
Post to Chatter Actions Post a message to a specified feed, such as to a Chatter group or a case record. The message can contain mentions and topics, but only text posts are supported.
Quick Actions Use a quick action to create a task or a case. Invoke existing quick actions, both global and object-specific, to create records, update records, or log calls.
Refresh Metric Actions Update a metric’s Current Value field if it’s linked to a summary field in a Salesforce report. The refresh runs as the metric owner.
Salesforce Order Management Actions Manage, fulfill, and service orders in flows with Salesforce Order Management.
Session-Based Permission Set Actions Activate or deactivate a session-based permission set for the current user’s API session.
Simple Email Actions Send an email where you specify the subject, body, and recipients.
Submit for Approval Actions Submit a Salesforce record for approval if an approval process is defined for the current entity.