Available Actions
The available actions are:
| Action | Description |
|---|---|
| Apex Actions | Invoke Apex methods annotated with @InvocableMethod and include custom parameters with @InvocableVariable. |
| Apply Payment Action | Applies a payment record to an invoice header by creating a PaymentLineInvoice record with a type of Applied. |
| Apply Case Classification Recommendations | Applies Einstein’s recommended values for fields on a given case record, and returns the updated case record. |
| Assign Candidates to Research Study Group Action | Randomly assign candidates, enrolled in the clinical trials, to research study comparison groups. |
| Asset Lifecycle Actions | Create or update an asset from an order or order item. Additionally, initiate the amendment, cancellation, or renewal of an asset. |
| Assign Enablement Program | Automatically assign a user to an Enablement program. |
| Batch Management Actions | Manage your Batch Management jobs by using invocable actions. |
| Billing Actions | Manage billing operations by using invocable actions. |
| B2B and D2C Commerce Actions | Manage B2B Commerce integrations and store checkout flow. Record and reverse tax transactions in external systems like Stripe based on order changes, and create subscription records for orders with subscription products. |
| Change Order Summary Preview | Previews the requested changes to an order summary without submitting them. Use this action to review changes before submitting. |
| Change Order Summary Submit | Submits the requested changes to an order summary, including item, delivery group, tax, and adjustment changes. |
| Commerce Checkout Flow Actions | Manage Commerce integrations and store checkout flow. |
| Convert Base64 Speech To Text | Convert Base64-encoded audio input to text and return the generated transcription. |
| Context Service Actions | Work with context data using invocable actions. |
| 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. |
| Deploy Data Kit Components Action | Deploys data kit components of a package to a target org via a flow action. |
| Digital Wallet Actions | Get notified when consumption reaches specified thresholds so you can proactively manage and monitor your usage. |
| Dynamic Revenue Orchestrator Actions | Submit an order or a sales transaction to Dynamic Revenue Orchestrator (DRO) for fulfillment. Additionally, run rules for a specific quote or order and decompose or orchestrate a sales transaction. You can also orchestrate any transaction by composing and executing a fulfillment plan. |
| Email Alert Actions | Send emails from flows by reusing already-configured workflow email alerts. |
| Einstein Bots Actions | Search for knowledge articles based on data category and data category groups. |
| Einstein Visit Recommendation Action | Save visit and task recommendation decisions. |
| Exit Individuals from a Flow Action | Remove individuals from a single segment-triggered, automation event-triggered, or on-demand flow. |
| Explore Conversation | Answer a user’s questions about a voice or video call based on the contents of the call transcript. |
| Financial Services Cloud Actions | Create person accounts, financial accounts, and related records from a residential loan application for Financial Services Cloud. |
| Extract Data from Document Action | Extracts structured data from a document by using Intelligent Document Processing (IDP). |
| Flow Actions | Invoke an active autolaunched flow or active invocable process that exists in the current org. |
| Fundraising for Nonprofit Cloud Actions | Manage gift commitments, gift commitment schedules, gift default schedules, gift transaction designations, and gift entries for Fundraising. |
| Generate Order Summary Action | Generate a URL so that authenticated and guest users can access order details. |
| Generate Research Study Block Action | Generate research study randomization block records to link each block with a specific research study comparison group by using the randomization process. |
| Generate Work Orders Actions | Generates work orders from a maintenance plan. |
| Get Conversation Intelligence | Gets intelligence information about a voice or video call, including any insights and a conversation summary. |
| Get Conversation Transcript | Gets a transcript for a voice or video call. |
| Get Data Graph Data By Lookup | Get data of a data graph by data graph API name, data space name, and lookup key. |
| Get Data Graph Data By Lookup | Get metadata of a data graph by data graph API name and data space name. |
| Get Personalization Decisions | Get personalized decisions from Salesforce Personalization for the specified context and personalization point. |
| Health Cloud Actions | Automate healthcare-related tasks using invocable actions. |
| Inbox Actions | Use the Inbox invocable actions to schedule sales meetings by retrieving available time slots from a Salesforce Inbox user’s calendar and confirming selected meeting times. |
| Initiate Natural Language Processing Action | Create a record for the AI natural language processing result and initiate text processing by using the service specified in the related record. |
| Insurance Brokerage Actions | Use the invocable actions to streamline operations and deliver personalized experiences for all Insurance Brokerage lines of business. |
| Insurance Claims Actions | Use the Insurance Claims invocable actions to manage insurance claims journey. |
| Insurance Group Benefits Actions | Use the invocable actions to effectively manage the insurance plans offered to groups, such as employees and their dependents. |
| Insurance Policy Actions | Manage the insurance policy lifecycle by using the invocable actions. |
| Insurance Quoting Actions | Manage the insurance quoting journey by using the invocable actions. |
| Knowledge Actions | Manage your Knowledge articles by using invocable actions. |
| Live Message Notification Actions | Use messaging templates to send notifications to users over communication channels, such as SMS, WhatsApp, and Facebook Messenger, when certain conditions are met. |
| Loyalty Management Actions | Create and manage loyalty programs for your organization by using the standard and custom invocable actions. |
| Manufacturing Cloud Actions | Automate business processes related to account forecast, sales agreements, and account manager target values. |
| Media Integration Procedure Action | Call an Integration Procedure from a Salesforce Flow to process media content. |
| Net Zero Cloud Actions | Track and manage environmental impact for precise calculation and analysis of carbon emissions. |
| Omni-Channel Action | Create a PendingServiceRouting record used for Omni-Channel skills-based routing. |
| 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. |
| Preview Cart to Exchange Order | Generate preview details of an exchange order for specified order summary, exchange cart ID, and reference record ID. |
| Product Discovery Standard Invocable Actions | Find and retrieve product, category, and catalog details. Additionally, execute a qualification procedure, and search products with guided selection. |
| Prompt Template Actions | Generate a response based on the large language model (LLM) response for the specified prompt template and inputs. |
| Process Compliance Navigator Actions | Use the invocable actions to evaluate the compliance validation procedures and get the job details. |
| Public Sector Solutions Actions | Create a benefit disbursement for an eligible benefit assignment or run a Data Processing Engine definition to process an asynchronous batch job. |
| 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. |
| Quote and Order Capture Actions | Create an order from a quote record. |
| Rebate Management Actions | Create and manage rebate programs and manage payouts and transactions by using the Rebate Management invocable actions. |
| Referral Marketing Actions | Create and manage referral programs for your organization. |
| 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. |
| Sales Engagement Actions | Manage cadence targets by using invocable actions. |
| 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. |
| Salesforce Pricing Actions | Invoke the Pricing Connect API by providing the context, pricing procedure, and price waterfall details. Additionally, you can also specify the pricing data and details of a context to invoke the Pricing Connect API. |
| 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. |
| Speech to Text Action | Convert an audio file into text and return the transcript. |
| Submit for Approval Actions | Submit a Salesforce record for approval if an approval process is defined for the current entity. |
| Submit Exchange Order | Submits an exchange order based on the specified information. |
| 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. |
| Sync Quote to Opportunity Action | Sync quote line items to the matching opportunity line items so that forecasts stay up to date. |
| Text to Speech Action (Beta) | Convert text to audio and return the generated audio output. |
| Usage Management Actions | Manage consumption of usage-based products by using the invocable actions. |
| Search Contract Document Action | Search the latest contract document version based on the user’s query. |
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