Flow Actions
Flow Actions get added to the canvas using the Action element. They’re powerful ways to extend the capabilities of your flow. Each action expects certain inputs from ‘upstream’ in the flow and makes outputs available.
Install Flow Actions:
| Action | Description | Type | Latest Update YY_MM_DD | Version |
|---|---|---|---|---|
| Calculate Business Hours | Calculate Business Hours differentials | Calculations | 20_02_09 | |
| Compare two Multi-Select Picklists | Invocable Apex that compares two multi-select picklist fields and determines their common and unique values. | Misc | 17_08_26 | |
| Convert CSV to String Collection (or vice versa) | Convert CSV to String Collection, or Vice Versa | Conversion | 20_02_10 | 1.0 |
| Convert Files to Attachments | File management utility that makes it easier to take files that are associated with records and email them as attachments using Flow | Conversion | 19_10_13 | |
| Execute SOQL Query | Execute SOQL Query | Data | 20_02_17 | 1.0 |
| Extract Text From Non-Text Field | Get Text values from fields like Email and Picklist | Conversion | 19_12_04 | |
| Filter Collection | For every record in a collection, filter out all records except the ones that have a specified field that meets the provided criteria. | Collection Processing | 19_12_17 | 1.12 |
| Flow Actions for Quip | A set of useful Quip integration actions | Integration | 19_04_05 | |
| Generate Flow Link | Create a URL from a recordId. You can then launch that URL from your flow with the Open URL action | Navigation | 19_12_27 | 1.1 |
| Get Distance between Cities | Uses Google Map API | Calculations | 19_04_05 | |
| Get First | Get the First element out of a collection. | Collection Processing | ||
| Get Layout Fields | Get the Fields for a specific Layout. Useful for driving customized RecordDetail displays in Flow Screens | Records and Layouts | 19_12_25 | 1.22 |
| Get Layout Info by Record Type and Profile | Get Layout ID corresponding to a particular record type and profile combination | Records and Layouts | 19_12_25 | 1.22 |
| Get Oracle SSN via AWS | A demonstration of Direct Data Queries. Makes a REST call to AWS | Integration | ||
| Get Picklist Values | Simple Flow Action to enable all flow designers to retrieve a set of picklist values to be used in subsequent steps | Misc | 19_07_04 | |
| Get Random Number | Generate a random number | Calculations | 18_10_06 | |
| Get Record Type Info | Generate a list of record types for a specific object. | Misc. | 20_01_19 | 1.0 |
| Get REST Data | Load data from a REST endpoint | Integration | ||
| Load Web Page | Opens a new browser page or tab with a desired URL | Navigation | ||
| Map Collection | For every record in a collection, change the value of one or more specified fields | Collection Processing | 19_12_17 | 1.12 |
| Minimize Utility Bar Window | Allows you to minimize the utility bar item that is currently open | Misc | 19_07_01 | |
| Navigate Everywhere | Navigate to records, list views, and other destinations | Navigation | 19_12_26 | 1.0 |
| Navigate to Related List (Deprecated) | End a flow by going to a related list | Navigation | DEPRECATED | |
| Navigate to SObject (Deprecated) | End a flow by Loading a Salesforce Record | Navigation (Replaced by navigateToRecord) | DEPRECATED | |
| NavigateToRecord | End a flow by Loading a Salesforce Record in either View or Edit Mode | Navigation | 19_09_20 | |
| Object Available Record Types | For a given target object, returns a list of IDs and an sObject collection of the record types available to the current user | Misc | ||
| Open URL | Launch URLs into new web pages or tabs. | Navigation | 19_09_16 | |
| Play Sound | Play audio from a file or url | Misc. | ||
| Post Rich Chatter | Post Rich Chatter messages | Communication | 20_01_04 | 1.0 |
| Send Email via SendGrid | Use the high-performance email transport service in your Flows | Communication | 19_12_03 | |
| Send Rich (HTML) Email | Send Rich Text Email from Flow and use three different kinds of Salesforce email templats | Communication | 20_04_21 | 1.33.1 |
| Set Sharing Manually on a Lightning Record | Set Sharing Manually on a Lightning Record. Works around the absence of a manual sharing button in Lightning | Misc | 19_10_23 | |
| Show Toast | Launches a toast message to pop up on the screen. | Notifications | 19_12_14 | 2.0 |
| SOQL Query "LIMIT N" results" | SOQL Query "LIMIT N" results" | Queries | 19_12_26 | |
| Unlock Records (for Approval Processes) | Provides actions for Unlocking records and getting their lock status | Approval Processes | 19_11_03 | 1.0 |
| Update Screen | Tell the browser to intelligently refresh a particular visible record | Navigation | ||
| DeepClone | Clone a record along with its child related records | Collection Processing | 20_4_03 | |
| Add or Insert Record | Takes as input a collection of records and a single record, and an optional index value. Returns the combined collection. | Collection Processing | 1.15 | |
| Copy Collection | Takes as input a collection of records and returns the collection as output, allowing a new variable or reference to have the same value | Collection Processing | 1.15 | |
| Count Records And Fields | Takes a collection of records and returns a count. Optionally also takes a field name and a field value, and then also counts the number of records that have that particular value for that particular field. Returns both the number of matches and the total number of records. | Collection Processing | 1.15 | |
| Find Record in Collection | Returns all records from the inputCollection that have a field with name targetField that has a value of targetValue. | Collection Processing | 1.15 | |
| Generate Collection Report | Given a collection and a comma-separated list of field names, generates a string that includes all of the field values for every member of the collection. | Collection Processing | 1.15 | |
| Get Child Collection | Takes a record and returns a specified collection of child records related to the input record. | Collection Processing | 1.15 | |
| Get Lookup Collection | Takes a collection of records and the name of an object related via a Lookup, and returns a collection of objects. | Collection Processing | 1.15 | |
| Join Collections | Takes two collections (of the same type, please!) and returns their union as a single collection. | Collection Processing | 1.15 | |
| Remove Record from Collection | Takes a collection and an index integer. Uses the Apex List class remove method to remove the member of the collection at the index location. | Collection Processing | 1.15 | |
| Sort Collection | Takes a collection and a sortKeys string formatted as key value pairs (example: “Name”:”ASC”,”Rating”:”Descending” | Collection Processing | 1.15 | |
| Search for Records (SOSL) | Search for Records using phonetic, fuzzy, incomplete searchs, or use SOQL | Queries | 5/5/20 | .01 |
| Get Flow Metadata (Info about the flow) | Get details about a flow | Queries | 5/12/20 | |
| Get Field Descriptions for an Object | Get Field Descriptions for an Object | Objects and Fields | 5/17/20 | 1.0 |
| Import from CSV Files | Import from CSV Files | Data | 5/27/20 | 1.0 |
| Export to CSV Files | Export to CSV Files | Data | 5/27/20 | 1.0 |
| Commit Transaction | Commit Transaction | Limits | 6/13/20 | 1.0 |
Learn about Flow Screen Components