Associate Actions with Records

Associate Actions to Records with a Deployment
Use an Actions & Recommendations deployment to show default actions when records open from phone screen popups, chats, list views, or related records. A deployment also lets you show recommendations from Next Best Action strategies. After you create a deployment, select it in the Actions & Recommendations component on your Lightning record pages.

Associate Actions to Records with Process Builder
Process Builder is a point-and-click automation tool that you can use to design processes that kick off when a new or updated record meets specific criteria. After you create flows and quick actions, you can associate them with a record by building a process. Use Process Builder to create a process that, when triggered, creates a RecordAction. The RecordAction represents an association between an action and the record that kicked off the process.

Associate Actions to Records with SOAP
If your business maintains code outside the Salesforce platform, you can use SOAP API to create, retrieve, update, or delete a RecordAction.

Associate Actions to Records with Apex
If you want to control how you trigger the creation of a RecordAction, you can use Apex to associate actions to records. The RecordAction object is exposed as a standard object in Apex. You can trigger it before a DML operation or on delete or undelete. You can also provide custom error handling.

Lightning Flow for Service Developer Guide

See Also