Professional Services Automation Invocable Action Reference

ManualAdjustMilestoneCreditsAction

Adjusts services credits allocated to milestones using manual selection of credits. This action enables you to choose the number of credits to return to or draw from specific services credits customer purchase records. Accepts a JSON request and returns a JSON result. To let the process automatically determine which services credits customer purchase records credits are returned to or drawn from, use the Adjust Services Credits on Milestones - Automatic Selection action.

PropertyValue
LabelAdjust Services Credits on Milestones - Manual Selection
CategoryServices Credits
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsservices credits, milestone, adjust, manual selection, customer purchase

Request Parameters

FieldTypeLabelDescriptionRequired
adjustmentsJsonStringAdjustments JSON RequestA JSON string describing the adjustments to make. The structure must be the following: {"milestones":[{"milestoneId":"<Milestone__c Id>","changeInCreditsByPurchaseId":{"<Services_Credits_Purchase__c Id>":<change>}}]}. The keys of changeInCreditsByPurchaseId are services credits customer purchase record IDs, and each value is the whole-number change in credits for that purchase record. A positive value draws more credits from the purchase record, a negative value returns credits to it.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
resultJsonStringAdjustments JSON ResultA JSON string describing the outcome of the request. The structure is the following: {"success":<true|false>,"errorMessage":<null when successful, otherwise the failure reason>}.No
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