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Automate Your Business Processes

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Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Supply Chain

Automated Actions

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Automated Actions

An automated action is a reusable component that performs some sort of action behind the scenes—like updating a field or sending an email. After you create an automated action, add it to a process, milestone, or other automated process.

Required Editions

Available in: both Lightning Experience and Salesforce Classic

Flow triggers are available in: Salesforce Classic

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Outbound messages are available in: Enterprise, Performance, Unlimited, and Developer Editions

Email alerts are available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Action Type	Supported In...
Action Type	Workflow Rule	Process	Flow	Approval Process	Entitlement Process
Email Alert
Field Update
Flow Trigger (Pilot)	(immediate only)
Outbound Message
Task

Considerations for Automated Actions
Before you start working with automated actions, familiarize yourself with relevant limits and special behaviors.
Manage Automated Actions in Workflow Rules
Edit existing automated actions.

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