Custom 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.

Custom Actions in CSC AI Agent Service
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 CS Activity CreateActivityAction Creates a CS activity for the provided account, using a summary and optional notes, activity date, and activity type.
Create Expansion Opportunity ActionCreateExpOpp Creates an expansion opportunity record for an account, either from an expansion opportunity the agent suggested or from a name and description provided for a new one.
Create Playbook Tasks ActionCreatePlaybookTasks Creates playbook tasks based on task names, start date, end date, note, status, resource role, and the parent record the playbook tasks are related to.
Find Summary Section ActionFindAISummarySection Finds display value from the provided summary sections.
Generate Account AI Summary ActionGenerateAiAccountSummary Generates an AI summary of a specific account record.
Generate Account Highlights ActionGenerateAccountHighlights

Generates the key metric highlights for a specific account record.
Generate AI Customer Communication from Summary ActionCreateAICommsFromSummary Creates an AI communication for the record provided.
Generate Business Review Agenda from Summary ActionGenBusinessReviewAgenda Generates a business review meeting agenda from a previously generated business review summary.
Generate Business Review Summary ActionGenerateAiBusinessReview Generates a business review AI summary for a specific account record.
Generate CS Activity AI Summary ActionCreateAISummary Creates a csc__Activity__c with the CS Summary activity type for the provided record.
Generate Executive Summary ActionGenerateExecutiveSummary

Generates an executive summary from previous responses for a specific account record.
Generate Expansion Opportunities ActionGenerateExpOpp

Generates the suggested expansion opportunities for a specific account record.
Generate Immediate Actions ActionGenerateImmediateActions

Generates the immediate actions for a specific account record.
Generate Key Stakeholders ActionGenerateKeyStakeholders

Generates the key stakeholders for a specific account record.
Generate KPI Progress ActionGenerateKpiProgress

Generates the KPI progress for a specific account 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.
Generate Relational Health ActionGenerateRelationalHealth

Generates the relational health for a specific account record.
Generate Risks and Blockers ActionGenerateRisksAndBlockers

Generates the risks and blockers for a specific account record.
Generate Strategic Plan ActionGenerateStratNextSteps

Generates a strategic plan of next steps from risks and blockers and expansion opportunities previously generated in the chat for a specific account record.
Generate Strategic Value Achievements ActionGenerateStratValueAch

Generates the strategic value achievements for a specific account record.
Save Account Summary ActionSaveAccountSummary Saves an account summary, or an individual section such as the executive summary, generated during the conversation as an AI Summary record related to the account.
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 ActionUpdatePlaybookTasks Updates playbook tasks based on resource role, start date, end date, note, status, and the parent record the playbook tasks are related to. To assign resources to a playbook task, use the Assign Playbook Tasks action.
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.

For more information, see the Technical Documentation Pack.