Actions Developer Guide

Introducing Actions
Action Objects
Apex Actions
Assign Enablement Program
Apply Case Classification Recommendations
B2B and D2C Commerce Actions
Cancel Approval Submission Action
Change Order Summary Preview
Change Order Summary Submit
Commerce Checkout Flow Actions
Convert Base64 Speech to Text Action
Create Service Document Actions
Create Service Report Actions
Custom Notification Actions
Deploy Data Kit Components Action
Digital Wallet Actions
Email Alert Actions
Einstein Bots Actions
Exit Individuals from a Flow Action
Explore Conversation Actions
Extract Data from Document Action
Flow Actions
Generate Order Summary Action
Generate Work Orders Actions
Get Assessment Response Summary
Get Conversation Intelligence Action
Get Conversation Transcript Action
Get Data Graph Data By Lookup
Get Data Graph Metadata
Inbox Actions
Knowledge Actions
Lead Action
Live Message Notification Actions
Omni-Channel Action
Apply Payment Action
Payment Sale Action
Perform Survey Sentiment Analysis
PlatformAction
Post to Chatter Actions
Preview Cart to Exchange Order
Prompt Template Actions
Quick Actions
Reassign Approval Work Item Action
Recall Approval Submission Action
Refresh Metric Actions
Review Approval Work Item Action
Sales Engagement Actions
Salesforce Omnichannel Inventory Actions
Salesforce Order Management Actions
Send Conversation Messages Actions
Send Notification Actions
Session-Based Permission Set Actions
Simple Email Actions
Speech to Text Action
Submit Exchange Order
Submit for Approval Actions
Survey Invitation Actions
Text to Speech Action (Beta)
Work Plan and Work Step Actions
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

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.

For more information about creating global quick actions, see Create Global Quick Actions, and for more information on object-specific quick actions, see Create Object-Specific Quick Actions, in Salesforce Help.

This object is available in API version 32.0 and later.

Supported REST HTTP Methods

URIs:

  • Get a list of quick actions: /services/data/vXX.X/actions/custom/quickAction
  • Get a specific quick action: /services/data/vXX.X/actions/custom/quickAction/quick_action_name

Formats: JSON, XML

HTTP Methods: GET, HEAD, POST

Authentication: Authorization: Bearer token

Notes: The only type of quick actions that can be invoked are create, update, and logACall.

Inputs

All quick actions have the contextId input parameter. It’s a reference to the related record for the quick action. Other inputs vary according to the layout of the quick action. To determine inputs for a specific quick action, use the describe feature. For example, perform a GET with /services/data/vXX.X/actions/custom/quickAction/Task/deferTask to see the inputs for the quick action deferTask.