Customer Success Cloud Invocable Action Reference

ActionAutoAllocateAccount

Automatically allocates the best-matched resources to one or more Accounts using the configured allocation methodology.

PropertyValue
LabelAuto-Allocate Resources to Accounts
CategoryResource Management
SinceMay 2025
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywords

Request Parameters

FieldTypeLabelDescriptionRequired
AccountIdIdAccount IDThe account ID on which auto-allocation is to be performed.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
IsSuccessBooleanIsSuccessIndicates whether the auto-allocation was successfully completed.No
AccountAccountAccountThe account details on which auto-allocation is performed.Yes
ErrorStringStringErrorStores exception messages that occur when executing methods from AutoAllocateService.No
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