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Automate Your Business Processes with Salesforce Flow
Global or Object-Specific Action

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.

Required Editions

View supported editions.

In Flow Builder, add an Action element to your flow. In the Action field, select the object-specific or global action to configure.

The API name for each object-specific action is prefixed with the object it’s associated with, such as quickAction-Task.UpdatePriority. The API name for each global action has no prefix, such as quickAction-NewAccount.

Set Input Values

Use values from earlier in the flow to set the inputs for the action.

Field Description
Related Record ID

Only for object-specific actions. The ID of the record from which the action runs.

For example, the action creates a case that’s associated with a given account. Assign the ID for that account to Related Record ID.

This parameter accepts single-value resources of any type. That value is treated as text.

Input Parameter

Varies for each action.

The action layout determines which parameters are required. Required parameters appear by default and can’t be removed. If a required field has a default or predefined value, that field is optional in object-specific and global actions in the flow. If you later remove the field’s default or predefined value and you didn’t set a value in the flow, the interview fails at run time.

The value must be compatible with the parameter.

Example
Example Your org has an object-specific action that creates a case record on an account. The flow calls that action at run time and uses values from earlier in the flow to identify the account ID.
Note
Note At run time, the record isn’t created or updated until the interview’s transaction completes. Transactions are complete when the interview either finishes or runs a Screen, Local Action, or Wait element.
 
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