Actions Developer Guide

Introducing Actions
Overview
Invoking Actions
Available Actions
Action Objects
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Available Actions

The following actions are available.

Action Description
Apex Actions Invoke Apex methods annotated with @InvocableMethod and include custom parameters with @InvocableVariable.
Apply Case Classification Recommendations Applies Einstein’s recommended values for fields on a given case record, and returns the updated case record.
Batch Management Actions Manage your Batch Management jobs using invocable actions.
B2B Commerce Checkout Flow Actions Manage B2B Commerce integrations and store checkout flow.
Commerce Checkout Flow Actions Manage Commerce integrations and store checkout flow.
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.
Sales Engagement Actions Manage 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 the standard and custom 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.
Apply Payment Action Applies a payment record to an invoice header by creating a PaymentLineInvoice record with a type of Applied.
Payment Sale Action Capture a payment without any prior authorization and create a payment record. The payment sale transaction consists of an authorize request and a capture request made to the payment gateway at the same time. This way, the merchant can request funds to be transferred to the merchant account in a single command, with no further action required.
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.
Send Notification Actions Call a notification type to send. Each Send Notification action corresponds to an available notification type.
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.
Survey Invitation Actions Send email survey invitations to leads, contacts, and users in your org based on an action. Also, send customized notifications to users about important events or updates to the records that they’re working on.