RecordActionDeployment

Represents configuration settings for the Actions & Recommendations and Action Launcher components. RecordActionDeployment is available in API version 45.0 and later.

Supported SOAP Calls

create(), delete(), describeLayout(), describeSObject(), query(), retrieve(), update()upsert()

Supported REST HTTP Methods

GET, HEAD, PATCH, POST, DELETE

Fields

ChannelConfigurations

  • Type: RecordActionDeploymentChannel
  • Properties: Not applicable.
  • Description: Channel default settings for the deployment. This field is visible only in the metadata for a record.

ComponentName

  • Type: picklist
  • Properties: Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Specifies the name of the component used in the deployment.

    Available in API version 56.0 and later.

  • Possible values:
    • ActionLauncher—1
    • ActionsAndRecommendations—0

DeploymentContexts

  • Type: RecordActionDeploymentContext
  • Properties: Not applicable.
  • Description: Object context for the deployment. This field is visible only in the metadata for a record. Available in API version 46.0 and later.

DeveloperName

  • Type: string
  • Properties: Filter, Group, Sort
  • Description: A unique name for this record action deployment. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Provides a globally unique identifier for the record action deployment, which prevents conflicts with other record action deployments that have the same MasterLabel.

    Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field.

    Note

FullName

  • Type: string
  • Properties: Filter, Group, Sort
  • Description: The unique name used as the record action deployment identifier for API access. The fullName can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

    Query this field only if the query result contains no more than one record. Otherwise, an error is returned. If more than one record exists, use multiple queries to retrieve the records. This limit protects performance.

HasGuidedActions

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: If true, indicates that the component shows standard actions; for example, flows and quick actions. Available in API version 46.0 and later.

HasOmniscripts

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Indicates whether the record actions deployment includes OmniScripts (true) or not (false). Available in API version 56.0 and later.
  • Default value: false

HasRecommendations

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: If true, indicates that the component shows recommendations from a Next Best Action strategy. Available in API version 46.0 and later.

Language

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The language of the record action deployment. The following values are supported:
    • Chinese (Simplified): zh_CN
    • Chinese (Traditional): zh_TW
    • Danish: da
    • Dutch: nl_NL
    • English: en_US
    • Finnish: fi
    • French: fr
    • German: de
    • Italian: it
    • Japanese: ja
    • Korean: ko
    • Norwegian: no
    • Portuguese (Brazil): pt_BR
    • Russian: ru
    • Spanish: es
    • Spanish (Mexico): es_MX Spanish (Mexico) defaults to Spanish for customer-defined translations.
    • Swedish: sv
    • Thai: th The Salesforce user interface is fully translated to Thai, but Help is in English.

ManageableState

  • Type: ManageableState enumerated list
  • Properties: Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Indicates the manageable state of the specified component that is contained in a package:
    • beta
    • deleted
    • deprecated
    • deprecatedEditable
    • installed
    • installedEditable
    • released
    • unmanaged

MasterLabel

  • Type: string
  • Properties: Filter, Group, Sort
  • Description: The name of the deployment.

Metadata

  • Type: RecordActionDeployment
  • Properties: Create, Nillable, Update
  • Description: Metadata that defines record action deployments.

    Query this field only if the query result contains no more than one record. Otherwise, an error is returned. If more than one record exists, use multiple queries to retrieve the records. This limit protects performance.

NamespacePrefix

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: The namespace prefix associated with the record action deployment, which is assigned to the AppExchange package. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. The namespace helps differentiate custom objects and fields from those in use by other record action deployments.

Recommendation

  • Type: RecordActionRecommendation
  • Properties: Not applicable.
  • Description: Settings for how Next Best Action recommendations appear. This field is visible only in the metadata for a record. Available in API version 46.0 and later.

SelectableItems

  • Type: RecordActionSelectableItem
  • Properties: Not applicable.
  • Description: A subset of actions that users can launch at runtime. This field is visible only in the metadata for a record.