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 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.
• Confirm Sales Meeting Action
  Confirms a selected meeting time from a list of available time slots. Inbox is required to use this action. This action is available in flows running API version 66.0 and later.
• 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
  To convert audio files into text, add the Convert speech to text action to a flow.
• 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.
• Digital Wallet Actions
  Take action to monitor and alert on usage of consumption-based products tracked in Digital Wallet.
• 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 Available Meeting Times Action
  Retrieves available meeting times for a specified lead, contact, or person account based on the record owner’s schedule. Inbox is required to use this action. This action is available in flows running API version 66.0 and later.
• Get Content Note Action
  Get the most recent content note data for a specified record. This action is available in flows running API version 64.0 and later.
• 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.
• Get Related Emails Action
  Get a list of emails that are related to a specific record and that were logged within a specified date range. This action is available in flows running API version 66.0 and later.
• 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.
• Open a Page Action
  Opens a Salesforce or external page in the user's browser during a screen flow.
• 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 records by defining 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 Sales Management Agent Notification in Slack Action
  Sends notifications from the Sales Management Agent to a user in Slack. This action is available in flows running API version 65.0 and later.
• Send Surveys Action
  Create an action to send an active survey by specifying the name, subject, recipients, and invitation link options in the flow.
• Show Toast Message Action
  Shows a brief message window on the user's page. The message can include links to external content.
• 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.
• Sync Quote to Opportunity
  This action syncs quote line items to opportunity line items. This action is available in flow running API version 68.0 and later