SECTIONSCustom Actions
Custom actions, also known as invocable methods, provide a way of calling the functionality of an API using a user interface. Each Certinia custom action resides within an Apex class, which calls an API method. You can use these actions to call an API method to execute Apex code, for example in the Salesforce Flow Builder. For more information, see the Salesforce Help.
The process is run as the user who triggered it when the custom actions are executed. Therefore, the user performing the action needs the appropriate licenses and permissions.
CSC AI Agent Service includes the following custom actions.
| Apex Action | Apex Class | Purpose |
|---|---|---|
| AI Executive Briefing | ActionCreateAIExecutiveBriefing | Generates an AI Executive Briefing for the record provided. |
| Close Playbook and Tasks | ActionClosePlaybooks | Closes the playbook and any playbook tasks related to it. |
| Create Playbook Tasks | ActionCreatePlaybookTasks | Creates playbook tasks based on task names, start date, end date, note, status and parent record the playbook tasks are related to. |
| Find Summary Section | ActionFindAISummarySection | Finds display value from the provided summary sections. |
| Generate AI Customer Communication from Summary | ActionCreateAICommsFromSummary | Creates an AI communication for the record provided. |
| Generate CS Activity AI Summary | ActionCreateAISummary | Creates a csc__Activity__c with the CS Summary activity type for the provided record. |
| Generate Playbook AI Closing Summary | ActionCreateAIClosureSummary | Creates an AI playbook closing summary using the csc__Playbook_Task__c and csc_Activity__c records related to the provided playbook record. |
| Generate Playbook AI Summary | ActionCreateAIPlaybookSummary | Creates an AI playbook summary using the csc__Playbook_Task__c and csc_Activity__c records related to the provided playbook record. |
| Save Summary | ActionSaveSummary | Saves the CS activity AI Summary for the record provided. |
| Update Playbooks | ActionUpdatePlaybooks | Updates playbooks based on stage and parent record the playbooks are related to. |
| Update Playbook Tasks and Assignments | ActionUpdatePlaybookTasks | Updates playbook tasks and playbook task assignments based on salesforce user or CS resource, start date, end date, note, status and parent record the playbook tasks are related to. |
| View CS Activity AI Summary Sections | ActionAISummarySections | View all sections from the CS Activity AI Summary. |
| View Playbooks | ActionViewPlaybooks | Displays a list of playbooks based on the playbook start date, end date, and what records the playbook is related to. |
| View Playbook Tasks | ActionViewPlaybookTasks | Displays a list of playbook tasks based on the playbook task status, start date, end date, who the playbook task is assigned to and what records the playbook task is related to. |