Loading
Build AI Solutions for Service
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add a Standard Action

            You are here:

            1. Salesforce Help
            2. Docs
            3. AI Solutions for Service

            Add a Standard Action

            Call a standard invocable action directly from your bot, without referencing it from an Apex class or flow. Use Knowledge actions, custom and standard notification actions, and more.

            Required Editions

            View supported editions.
            User Permissions Needed
            To build and manage Einstein Bots:

            Customize Application

            OR

            Modify Metadata

            OR

            Manage Bots

            The Standard action dialog step supports standard invocable actions only. It doesn’t support other action types, including custom invocable actions, dynamic actions, quick actions, or button actions. To learn more about Salesforce actions and view available standard invocable actions, see the Actions Developer Guide.

            Before adding a standard action to your bot, make sure that the user profile and permission sets associated with the bot have the necessary permissions to run the action.

            1. From the Dialog Component Library, drag the Standard Action step onto the canvas.
            2. In the Step Properties panel, select the standard action you want to use with your bot.
            3. For each input, select or create a bot variable or specify a custom value to pass information into the standard action.
            4. For each output, select or create a bot variable to store the output of the standard action. You can reference the variable in other bot actions, or you can include it in a bot message or question using merge syntax.
            5. Save the dialog.
             
            Loading
            Salesforce Help | Article