Professional Services Automation Invocable Action Reference

PlanExecutionAction

Executes a smart action plan. This action is not supported for Salesforce Flow.

PropertyValue
LabelExecute Plan
CategoryResource Management
SinceSummer 2025
Read-onlyNo
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsexecute plan, apply plan, confirm plan, smart action

Request Parameters

FieldTypeLabelDescriptionRequired
planIdOrNameStringPlan ID or NameThe ID or name of the plan to execute.Yes
additionalRequiredInputStringAdditional Required InputNatural language input to provide any additional information that is required to continue with the plan execution.No

Response Parameters

FieldTypeLabelDescriptionRequired
executionSummaryStringExecution SummaryThe summary of the plan execution.No
resultDataStringResult DataA JSON string that represents output data from the execution.No
presentationDataStringData RenderingA JSON string that represents how data is rendered for the user.No
errorDetailsStringError DetailsDetails of any errors executing the plan, if any arise.No
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