Lightning Flow for Service Developer Guide

Salesforce Flow for Service
Implementation Checklist
Create Actions to Show
Associate Actions with Records
Using a Deployment
Using Process Builder
Using SOAP
Using Apex
Customize Pages with the Component
Integrate with Chat
Integrate with Open CTI
Other Resources
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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.

RecordAction is available in API version 42.0 and later.

Note

Here are some scenarios that Apex better accommodates.
  • Triggering before a DML operation rather than after
  • Triggering on delete and undelete DML operations
  • Validating data before the action is run
  • Custom error handling
  • Partial completion rather than complete failure

Example

This example uses an Apex class and trigger pair to associate a flow to a newly created account that satisfies specific criteria. In the class, a method is defined that takes in a list of accounts and creates a RecordAction for each of them. It sets the new account as the RecordId and the ActionDefinition as an active flow. The trigger is called after the insert of an account record. When the criterion (type is Customer) is satisfied, the class method is executed, and it adds the defined flow to the new account.

Apex Class

Apex Trigger