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Automate Your Business Processes with Salesforce Flow
Action Element

Action Element

Launch an action that's available in Salesforce by adding an Action element to your flow.

Required Editions

Note
Note Flow Builder remembers your expand and collapse preferences for this element on the canvas. Your view is stored locally in your browser and persists between sessions on the same browser; this setting is specific to you and does not affect the view of other users. However, if you clear your browser's cookies and other site data, or switch to a different browser, your preferences reset to the default expanded view. Clearing cached images or files doesn't affect this setting.

Usage

Add an Action element to your flow. Then, in the Action field, search for and select the action you want to perform or filter by category or type of action. Flow Builder shows descriptions for action inputs and outputs. See Provided Flow Core Actions. If something goes wrong, go back to select a different action.

Set Input Values for the Selected Action

To set the input values for the referenced action, use values from earlier in the flow. Depending on the action and input type, you can reference resources, enter literals, use Formula Mode, use Transform Mode, or use an input configurator. Assign values for all required inputs. To assign values to optional inputs, select Include or Include with Specified Value for the toggle associated with the input.

Store Output Values

To use the referenced action's outputs, either use automatic output or assign manual variables. You can’t store output values using both automatic output and manually assigned variables.

To use automatic output to reference the action's outputs later in the flow, select the desired output from the resource: Outputs from ElementName.

To manually assign the referenced action's outputs to variables, expand Advanced, and assign variables to the needed outputs. To return the referenced action's outputs from a flow, manually assign variables defined with Available for output selected.

 
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