SECTIONS
Custom actions, also known as invocable methods, provide a friendly way of calling the functionality of an API via a user interface.
Each Certinia custom action resides within an Apex class, which calls an API method. You can use these actions in Salesforce Flow Builder to call an API method to execute Apex code. See the Salesforce Help for more information.
Invocable Methods
You can use the following custom actions in Services CPQ.
| Invocable Apex Class |
Purpose |
Global API |
Global API Entry Point |
|---|---|---|---|
| ActionAddFromEstimateTemplate | Copies all related records from one estimate to another. | AddFromEstimateTemplateService.addAllRelatedRecords | |
| ActionAddEstimateProduct | Add an estimate product to an estimate. | AddEstimateProductService | addEstimateProductsToEstimates |
| ActionAddEstimateProducts | Add multiple estimate products to estimates. | ||
| ActionCreateEstimate | Creates new estimates. | CreateEstimateService | createEstimates |
| ActionMoveEstimateDates | Moves the dates of multiple estimates and their child records. | MoveEstimateDatesService | moveEstimateDates |
| ActionPushEntireEstimateToOpportunity | Pushes the estimate and all of its associated records to the related opportunity. | PushToOpportunityService | pushToOpportunity |
| ActionPushToOpportunity | Pushes the estimate and selected associated records to the related opportunity. | PushToOpportunityService | pushToOpportunity |
| ActionRefreshRates | Refreshes the bill rates and cost rates of an estimate's role requests to ensure that they are using the current suggested bill rate and average cost rate values from the related rate cards. | RefreshRatesService | refreshRates |
| ActionSyncEstimateAndQuote | Syncs estimate details to their related quotes and vice versa. | SyncEstimateAndQuoteService | syncEstimateAndQuote |
The process is run as the user who triggered it when using custom actions with Salesforce Flow Builder. The user performing the action therefore needs the appropriate licenses and permissions. For more information about permissions, licenses, and our Apex classes, see Setting up Services CPQ and Permission Sets and Other Technical Documentation.
For more information about using custom actions and flows, see the Salesforce Help.