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            Engagement Invocable Actions

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            Engagement Invocable Actions

            Engagement provides invocable actions to create and modify flows.

            Required Editions

            Available in: Starter, Professional, Enterprise, and Unlimited Editions with the Industry Service Excellence add-on license
            • Flow Action: Get Record Details
              Use the Get Record Details invocable action to get the details of specified records, including the name of the parent record.
            • Flow Action: Get Conversation Transcripts
              Use the Get Conversation Transcripts invocable action to get the list of transcripts of the conversations between an agent and a customer.
            • Flow Action: Create Engagements Details Representation
              Use the Create Engagements Details Representation invocable action to create a JSON representation. Use the details of Engagement Interaction, Messaging Session, and Voice Call records; the related Engagement Topic and Note records; and transcripts to create the representation.
            • Flow Action: Get Engagements
              Use the Get Engagements invocable action to get engagement interaction, messaging session, and voice call records associated with a specified account record.
             
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            Salesforce Help | Article