SECTIONSCustom Actions
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 the Salesforce Flow Builder to call an API method to execute Apex code. For more information, see the Salesforce Help.
You can use the following custom actions in Customer Success Cloud.
| Invocable Apex Class | Purpose | Global API | Global API Entry Point |
|---|---|---|---|
| ActionAutoAllocate | To auto-allocate resource to a playbook. | AutoAllocateService | autoAllocate |
| ActionAutoAllocateSuccessPlan | To auto-allocate resource to a success plan. | AutoAllocateService | autoAllocateSuccessPlan |
| ActionCOFT | Creates objectives from objective templates. | CreateObjectiveFromTemplateService | createObjectivesFromTemplates |
| ActionCPFT | Creates playbooks from playbook templates. | CreatePlaybookFromTemplateService | createPlaybooksFromTemplates |
| ActionCSPFO | Creates success plans from opportunities. | — | createSuccessPlansFromOpportunities |
| ActionCSPFT | Creates success plans from success plan templates. | CreateSuccessPlanFromTemplateService | createSuccessPlansFromTemplates |
The process is run as the user who triggered it when using custom actions with the Salesforce Flow Builder. Therefore, the user performing the action needs the appropriate licenses and permissions. For more information about permissions, licenses, and our Apex classes, see Permission Sets and Other Technical Documentation