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            Call Standard Context Service Invocable Actions from Flows

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            Call Standard Context Service Invocable Actions from Flows

            Manage your business application data efficiently by combining the capabilities of Salesforce Flow and Context Service invocable actions.

            Required Editions

            Available in: Lightning Experience
            Available in: Developer, Enterprise, Professional, and Unlimited editions for Industries clouds where Context Service is enabled
            User Permissions Needed
            To create a flow: Manage Flow
            To invoke a build context:

            Context Service Admin

            OR

            Context Service Runtime

            For details about each invocable action, see the Context Definition developer guide.

            Standard Invocable Actions
            Invocable Actions Description Input Values
            Build Context Build and cache context data associated with a context definition.

            Context Definition ID: The ID or developer name of the active context definition that you want to build the context on.

            (Optional) Record IDs to hydrate specific data into the context.

            (Optional) The specific Context Mapping ID or name to be used for context creation.
            Persist Context Data Store cached context data associated with a context mapping ID in a Salesforce record.

            Context ID: The ID of the context instance whose data you want to persist.

            (Optional) Record IDs to hydrate specific data into the context to be persisted.

            (Optional) The specific Context Mapping ID or name to be persisted.
            Query Context Tags Query the tag values from an instance that are associated with a context definition

            Context ID: The ID of the context instance you want to query.

            (Optional) The Tags List you want to query within the specified context. You can add new resources for each tag.
            Update Context Attributes Update the attributes in the context instance using tags.

            Context ID: The ID of the context instance you want to update.

            Node Path: The node path of the attributes you want to update.

            Updated Values: The updated values of the attributes in the specified Node Path.
            Delete Context Cache Delete the specified context instance from the in-memory context cache using the provided context ID. This action removes the cached data maintained by the context cache service without performing any database write operations.

            Context ID: The ID of the context instance you want to delete.
            Add Context Records Adds or overwrites records in a context instance after it is hydrated.

            Context ID: The ID of the context instance in which to add or overwrite records.

            Input Data: The JSON data containing the records to add to the context instance.

            Overwrite Existing Records (Optional): Indicates whether to overwrite existing records. Default is False.

            Tagged Data (Optional): Indicates whether the input data is in a tagged format. Default is False.
            Delete Context Records Deletes one or more records from a context instance.

            Context ID: The ID of the context instance from which records should be deleted.

            Data Paths: A JSON array of data paths to the records to be deleted in a context instance. The dataPath field in an object contains an array of strings representing the path to the record.

            Permanent Delete (Optional): Indicates whether the record is to be permanently deleted or not. Default is False.
            Note
            Note
            • If an existing Salesforce object’s data values are overridden during the Build Context Data flow, then the Persist Context Data flow doesn’t store these new values in the database.
            • You can’t persist compound data type fields to the database. You must persist these fields as individual fields. For example, the Name field of the Contact object is a compound data type because it combines the salutation, the first name, and the last name. You must map and persist each of these fields individually.
            • When a context has reference fields and the ID is updated in an active context, the corresponding reference fields are not updated.
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Start From Scratch, and then click Next.
            4. Select Screen Flow, and then click Create.
            5. Click Add icon for Flow, and then select Action.
            6. Create and update the action element.
              1. In the category section, select Context Service.
              2. Select a context service action.
                For example, select Build Context.
              3. Enter a label for the action.
                The API name is automatically populated from the label that you enter.
              4. Set input values according to the selected invocable action.
                For example, for the Build Context action, select an active Context Definition ID that you want to build the context on.
              5. To store the output of the action to a new resource that the flow can use, in the Advanced section, enable manual assignment for output variables.
              6. Click Done.
            7. Save your changes.
            8. Enter a flow label.
              The Flow API Name is automatically populated from the label that you enter.
            9. Save your changes.

            See Also

             
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