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Run Salesforce Contracts Invocable Actions

Run Salesforce Contracts Invocable Actions

Leverage invocable actions to enhance the functionality of your applications. These actions can trigger various functions within Salesforce Contracts to manage the contract lifecycle efficiently.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions
USER PERMISSIONS NEEDED 
To create a flow: Manage Flow
To invoke Salesforce Contracts invocable actions:

CLM Admin User

OR

CLM Runtime User

  1. From Setup, in the Quick Find box, enter flows and then select Flows.
  2. Click New Flow.
  3. Select Start From Scratch, and then click Next.
  4. Select Screen Flow, and then click Create.
  5. Hover over Hover icon, and then click Add Element icon.
  6. In Add Element, select Action.
  7. In the Search Actions box, search for and then select Salesforce Contracts.
  8. Select an invocable action.
    Example of an invocable action
  9. Enter a label for the action that you selected.
    The API name is automatically populated from the label that you enter.
  10. If needed, enter a description.
  11. Enter the required input parameters for the selected action.
  12. Save your changes.
  13. Enter a flow label.
    The API name is automatically populated from the label that you enter.
  14. If needed, enter a description.
  15. Save your changes.
  16. Run the invocable action.
 
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