Actions Developer Guide
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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. |
| Batch Management Actions | Manage your Batch Management jobs using invocable actions. |
| 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. |
| Decision Table Actions | Invokes a decision table or refreshes business rules for an active decision table. |
| Data Processing Engine Actions | Runs an active Data Processing Engine definition. |
| Email Alert Actions | Send emails from flows by reusing already-configured workflow email alerts. |
| Einstein Visit Recommendation Action | Save visit and task recommendation decisions. |
| 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. |
| High Velocity Sales Actions | Manage sales cadence targets using invocable actions. |
| Knowledge Actions | Manage your Knowledge articles using invocable actions. |
| Loyalty Management Actions | Create and manage loyalty programs for your organization 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. |
| Rebate Management Actions | Create and manage rebate programs and manage payouts and transactions using the Rebate Management invocable actions. |
| 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 Omnichannel Inventory Actions | Manage inventory availability and provide omnichannel commerce experiences in flows with Salesforce Omnichannel Inventory. |
| 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. |