Professional Services Automation Invocable Action Reference

ServiceCrdtsServiceActionAllocCredsForMS

Allocates services credits to milestones using automatic selection of credits. This action automatically determines which services credits customer purchase records credits are drawn from based on the provided list of milestone IDs. To choose specific services credits customer purchase records yourself, use the Allocate Services Credits to Milestones - Manual Selection action.

PropertyValue
LabelAllocate Services Credits to Milestones - Automatic Selection
CategoryServices Credits
SinceSpring 2025
Read-onlyNo
Supports AgentsNo
Supports FlowsYes
Async ActionNo
Keywordsservices credits, milestone, allocate, automatic selection, customer purchase

Request Parameters

FieldTypeLabelDescriptionRequired
MilestoneIdsList<Id>Milestone IDsThe list of Milestone IDs to allocate services credits to.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
AllocationIdsList<Id>Allocation IDsThe list of IDs of the Services Credits Allocation records that were created.Yes
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