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Provided Flow Core Actions
Perform an action outside of the flow. Choose from Salesforce-provided actions, like Submit for Approval or Send Email, or from your org’s quick actions and local actions. To add one of these actions to your flow, add an Action element. Then, in the Action field, search for the appropriate action.
- Activate Session-Based Permission Set Action
Activate a session-based permission set for the running user. - Activities: Match Email to Records Actions
The Activities: Match Email to Records flow provides several core actions for matching emails to relevant records in your Sales Cloud org. To add one of these actions to your flow, make sure that Sync Email as Salesforce Activity is enabled in Einstein Activity Capture. In Flow Builder, add an Action element. Then select Activities: Match Email to Records, and search for the appropriate action. - AI Agent Actions
Create an AI agent response for the specified user message. The agent must be active. - AI Agent API Flow Core Actions
Manage agent sessions with actions in the AI Agent API category. - Convert Base64 Speech To Text Action
To convert Base64-encoded audio to text, add the Convert Base64 Speech To Text action to a flow. - Convert Speech To Text Action
Add the Convert Speech to Text action to a flow to convert audio files into text. - Convert Text To Speech Action (Beta)
Add the Convert Text to Speech action to a flow to convert text to spoken audio. - Deactivate Session-Based Permission Set Action
Deactivate a session-based permission set for the running user. - Einstein Discovery Action
Get predictive and prescriptive intelligence directly in your flows with Einstein Discovery-powered models. Select the row or fields to use for your predictions and let Einstein Discovery generate predictions, suggested ways to improve predicted outcomes, and other details. - Einstein RAG Flow Core Actions
Improve large language model (LLM) responses in flows with actions related to Einstein retrieval augmented generation (RAG). - Explore Conversation Action
Answer users' questions about voice or video calls based on the contents of a call transcript. - Flow Approval Processes Flow Core Actions
Create a draft autolaunched flow approval process or call an autolaunched flow approval process from a flow. - Generated Content Quality and Feedback Action
This action tracks generated content quality and feedback in Flow Builder. - Generate Sales Meeting Link Action
Creates an inbox link action for users to schedule a meeting with a sales representative. - Get AI-Generated Recommendations Action
Get AI-generated recommendations based on the provided context, and then save the recommendations as AI-generated action items. This action is used in the Get AI Recommendations from Call Transcripts flow as part of Agentforce Pipeline Management. - Get Conversation Intelligence Action
Get intelligence information about a voice or video call, including any insights and a conversation summary. - Get Conversation Transcript Action
Get the conversation transcript for the specified voice or video call record. - Get Forecast Context Action
Get forecast context for a specific user. To be used in the Forecast Guidance flow as part of the Get Forecast Guidance standard agent action. - Get Forecast Opportunities Action
Get forecast opportunities for a user that matches the specified criteria. To be used in the Forecast Guidance flow as part of the Get Forecast Guidance standard agent action. - Get or Execute Field Update Suggestion Action
Enqueue requests to get a field update suggestion from a field generation prompt template, or update a field based on a generated suggestion if the agent is configured to make updates autonomously. This action is used in the Process Field Update Suggestions flow as part of Agentforce Pipeline Management. - Get Opportunity Content Note Action
Get the most recent content note data for the specified opportunity record. This action is used in the Get Opportunity Grounding Data flow as part of Agentforce Pipeline Management. - Get Opportunity Stage Details Action
Get the names and descriptions of the stages associated with the specified opportunity record. This action is used in the Get Opportunity Grounding Data flow as part of Agentforce Pipeline Management. - Get Record Prioritization Data Action
Get record data and field metadata to prioritize records for a user. This action is used in the Get Opportunity Details flow as part of the Prioritize Opportunities standard agent action. - Identity User Registration Flow Core Actions
Use these actions in authentication provider user registration flows that launch when a user logs in with single sign-on (SSO). - Lock Record Action
Locks or unlocks a workflow-enabled or approval-enabled record for editing during an approval and specifies who can edit the record while it's locked. - Post to Chatter Action
This action posts a message to a specified feed, such as a Chatter group or a case record. The message can contain mentions and topics, but only text posts are supported. - Flow Core Action: Prompt Template Actions
Creates responses based on the large language model (LLM) response for the specified prompt template and inputs. - Global or Object-Specific Action
Call an object-specific or global action that’s already been configured in your org. Only Create, Update, and Log a Call actions are available. - Run a Batch Data Transform in Data Cloud Action
Run a batch data transform in Data 360 (formerly Data Cloud). - Quip Flow Core Actions
Quip provides several core actions for organizing, creating, and copying your Quip content in flows. To add one of these actions to your flow, add an Action element. Then select the Quip category, and search for the appropriate action. - B2B Commerce Checkout Flow Core Actions
The B2B Commerce Checkout Flow provides several core actions for implementing a successful checkout process within your Commerce org. To add one of these actions to your flow, add an Action element. Then select the B2B Commerce category, and search for the appropriate action. - Commerce Checkout Flow Core Actions
The Commerce Checkout Flow provides several core actions for implementing a successful checkout process within your Commerce org. To add one of these actions to your flow, add an Action element. Then select the Commerce category, and search for the appropriate action. Cart actions aren’t available in flows for B2B stores built on an Aura template. - Salesforce Order Management Flow Core Actions
Salesforce Order Management provides several core actions for implementing order management functionality in flows. To add one of these actions to your flow, add an Action element. Then select the Order Management category, and search for the appropriate action. - Salesforce Omnichannel Inventory Flow Core Actions
Salesforce Omnichannel Inventory provides several core actions for implementing inventory functionality in flows. To add one of these actions to your flow, add an Action element. Then select the Omnichannel Inventory Service category, and search for the appropriate action. - Send Conversation Messages Action
Send a messaging component to one or more messaging users in an enhanced messaging channel or Enhanced In-App Chat. - Send Custom Notification Action
Send a custom notification to users when a specific event occurs. Custom notifications appear in the notification bell and can be delivered to the Salesforce desktop or mobile app. - Send Email Action
Send and optionally log an email to specified records by specifying the email content and recipients in a flow. - Send Notification Action
Call a notification type to send. Each Send Notification action corresponds to a supported notification type. Send Notification actions are available only for Slack-enabled custom notification types and certain Slack-enabled standard notification types. - Send Surveys Action
Create an action to send an active survey by specifying the name, subject, recipients, and invitation link options in the flow. - Perform Survey Sentiment Analysis Action
Get insights into the sentiments that underlie survey responses. - Get Assessment Response Summary Action
Create a printable summary view of assessments taken. This action enables you to extract responses saved in an assessment and create a flow to generate a document. - Submit for Approval Action
Submit one Salesforce record for approval using Classic Approval Processes. This action doesn't submit a record for approval using Flow Approval Processes. - Slack Flow Core Actions
Manage Slack channels, channel members, and messages from flows. As your Salesforce records change, a flow can trigger changes in Slack. - Slack Legacy Actions
Legacy Slack actions are based on an outdated method of managing Slack channels, members, and messages.
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