Apex Actions for AI Agents

The following Apex actions are available for use with AI agents.

Note:

The Start Project Tasks, Complete Project Tasks, Create Assignment and Assign Resource, Find Assignments for Resource, Split Assignment to Assignment, Split Assignment to Resource Request, and Swap Resource on Assignment actions are supported for Salesforce Flow. The other actions are not supported for Salesforce Flow.

Assignment Apex Actions

Assignment Apex Actions

Apex Action	Apex Class	Purpose
Create Assignment and Assign Resource	CreateAssignmentAndAssignResourceAction	Creates an assignment by assigning the specified resource to the specified resource request.
Find Assignments for Resource	FindAssignmentsForResourceAction	Returns a resource's assignments within an optional date range and billable status.
Split Assignment to Assignment	SplitAssignmentToAssignmentAction	Splits an assignment into two assignments, assigning the new segment to a different resource.
Split Assignment to Resource Request	SplitAssignmentToResourceRequestAction	Splits an assignment into a new resource request starting on a specified date.
Swap Resource on Assignment	SwapResourceOnAssignmentAction	Swaps the resource assigned to an assignment.
Search Resources for Record	SearchResourcesForRecordAction	Returns the resources that match a resource request or assignment record.

Timecard and Project Task Apex Actions

Timecard and Project Task Apex Actions

Apex Action	Apex Class	Purpose
Create Plan for Assignment Reallocation	pse_AssignmentReallocationPlanAction	Creates a plan to reallocate assignments from a user's request.
Execute Plan	pse_PlanExecutionAction	Executes a smart action plan. This works in conjunction with any action that creates a plan.
Suggest Timecards	SuggestTimecardsAction	Returns a resource's scheduled assignments, and optional scheduled hours, so an AI agent can suggest which assignments to log time against. This action does not create timecards.
Save Timecards	SaveTimecardsAction	Creates or updates a resource's weekly timecards from an AI agent.
Submit Timecards	SubmitTimecardsAction	Submits a resource's weekly timecards for approval from an AI agent.
Start Project Tasks	StartProjectTasksAction	Marks a set of project tasks as started. All task IDs are validated and started together as a single all-or-none batch.
Complete Project Tasks	CompleteProjectTasksAction	Marks a set of project tasks as completed. All task IDs are validated and completed together as a single all-or-none batch.

Inputs and Outputs for the Create Plan for Assignment Reallocation Apex Action

The Create Plan for Assignment Reallocation Apex action includes the following inputs and outputs.

Inputs

The Create Plan for Assignment Reallocation Apex action has the following inputs for each plan passed to it.

Inputs for Create Plan for Assignment Reallocation Apex Action

Input	Required or Optional	Description
Utterance	Required	The natural language request provided by the user that the plan is created from.

Outputs

The Create Plan for Assignment Reallocation Apex action has the following outputs for each plan passed to it.

Outputs for Create Plan for Assignment Reallocation Apex Action

Output	Description
Data Rendering	A JSON string that represents how data is rendered for the user.
Error Details	Details of any errors creating the plan, if any arise.
Smart Action Plan Summary	The summary of the smart action plan.
Smart Action Plan ID	The ID of the smart action plan record that relates to the request.

Inputs and Outputs for the Execute Plan Apex Action

The Execute Plan Apex action includes the following inputs and outputs.

Inputs

The Execute Plan Apex action has the following inputs for each plan passed to it.

Inputs for Execute Plan Apex Action

Input	Required or Optional	Description
Additional Required Input	Optional	Natural language input to provide any additional information that is required to continue with the plan execution.
Plan ID or Name	Required	The ID or name of the plan to execute.

Outputs

The Create Plan for Assignment Reallocation Apex action has the following outputs for each plan passed to it.

Outputs for Execute Plan Apex Action

Output	Description
Data Rendering	A JSON string that represents how data is rendered for the user.
Error Details	Details of any errors creating the plan, if any arise.
Execution Summary	The summary of the plan execution.
Result Data	A JSON string that represents output data from the execution.