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.

Learn More About Flow Actions

(Click here for Collection Processing Actions)

Individual Flow Actions:

ActionDescriptionTypeLatest Update
YY_MM_DD
Version
Add Quotes to FieldsWrap single or double quotes around any Text Collection variable or Text variable that is comma-separatedConversion20_05_221.0
Calculate Business HoursCalculate Business Hours differentialsCalculations20_02_09
Call SubflowHere's how to add a subflow to a record triggered flowNavigation20_08_191.0
Check ValidationThis action will check your record(s) and let you know if there would be any Validation Rule errors, field size overruns, missing required field errors, lookup filter violations and Duplicate Rules errors if you tried to create or update the record(s).Misc21_05_051.5
Commit TransactionCommit Transaction Limits20_06_131.0
Compare two Multi-Select PicklistsInvocable Apex that compares two multi-select picklist fields and determines their common and unique values.Misc17_08_26
Convert CSV to String Collection (or vice versa)Convert CSV to String Collection, or Vice VersaConversion20_02_101.0
Convert Date to Datetime Flow ActionConvert a Date Vale to a Datetime Value in the current Time ZoneConversion20_07_261.0
Convert Files to AttachmentsFile management utility that makes it easier to take files that are associated with records and email them as attachments using FlowConversion19_10_13
Custom Metadata - Save and Update CMDT Using FlowSave and Update Custom Metadata Records with these Flow ActionsCustom Metadata21_03_03
DataMapperThe DataMapper package provides two Flow Actions that can be combined in different ways to achieve powerful transformations between Salesforce objects and JSONJSON21_06_131.0.0
Date MatcherDate MatcherDates & Scheduling20_08_301.0
Date & Datetime FunctionsProvides access to 48 different Apex Datetime, Date and Business Hour class methods.Date & Datetime21_03_221.0
Execute SOQL QueryExecute SOQL QueryData20_02_171.0
Export to CSV FilesExport to CSV FilesData20_05_271.0
Extract Text From Non-Text FieldGet Text values from fields like Email and PicklistConversion19_12_04
Flow Actions for QuipA set of useful Quip integration actionsIntegration19_04_05
Generate Flow LinkCreate a URL from a recordId. You can then launch that URL from your flow with the Open URL actionNavigation19_12_271.1
Get Distance between Cities Uses Google Map APICalculations19_04_05
Get Field Descriptions for an ObjectGet Field Descriptions for an ObjectObjects and Fields20_05_17OBSOLETE
Now part of Flow Actions Base Pack
Get Flow Metadata (Info about the flow)Get details about a flowQueries5/12/20
Get Layout FieldsGet the Fields for a specific Layout. Useful for driving customized RecordDetail displays in Flow ScreensRecords and Layouts19_12_251.22
Get Layout Info by Record Type and ProfileGet Layout ID corresponding to a particular record type and profile combinationRecords and Layouts19_12_251.22
Get LimitsThe Get Limits component is designed to assist with exposing Salesforce governor limits within Flow. This app allows you to easily surface that information within an action step right within your existing flow and then also take action on the outputs if necessary.Misc20_09_25
Get Oracle SSN via AWSA demonstration of Direct Data Queries. Makes a REST call to AWSIntegration
Get Picklist ValuesSimple Flow Action to enable all flow designers to retrieve a set of picklist values to be used in subsequent stepsMisc19_07_04
Get Random NumberGenerate a random numberCalculations18_10_06
Get Record Type InfoGenerate a list of record types for a specific object.Misc.20_01_191.0
Get REST DataLoad data from a REST endpointIntegration
Import from CSV FilesImport from CSV FilesData20_05_271.0
Load Web Page Opens a new browser page or tab with a desired URLNavigation
Launch Specified FlowLaunch flows dynamically, passing in the name of the flow you want to launchMisc
Mass TransactorEnable Flow to run Creations, Updates, and Deletes of records asynchronously – AND specify a batch size.Data20_08_31
MergicianMake Unnecessary Formula Fields Disappear Right Before Your EyesMisc20_12_081.2
Minimize Utility Bar WindowAllows you to minimize the utility bar item that is currently openMisc19_07_01
Multiselect Picklist ManagerManage Multiselect Picklists with FlowMisc21_05_161.0
Navigate EverywhereNavigate to records, list views, and other destinationsNavigation19_12_261.0
Navigate to Related List (Deprecated)End a flow by going to a related listNavigationDEPRECATED
See Navigate Everywhere
Navigate to SObject (Deprecated)End a flow by Loading a Salesforce RecordNavigation
(Replaced by navigateToRecord)
DEPRECATED
See Navigate Everywhere
NavigateToRecordEnd a flow by Loading a Salesforce Record in either View or Edit ModeNavigation19_09_20DEPRECATED
See Navigate Everywhere
Object Available Record TypesFor a given target object, returns a list of IDs and an sObject collection of the record types available to the current userMisc
Open URLLaunch URLs into new web pages or tabs. Navigation19_09_16
Play SoundPlay audio from a file or urlMisc.
Post Rich ChatterPost Rich Chatter messagesCommunication20_01_041.0
Search for Records (SOSL)Search for Records using phonetic, fuzzy, incomplete searchs, or use SOQLQueries20_05_05.01
Send Better Email - Flow Action
Send Better Email from Flow - Significantly Enhanced and expanded Send Email ActionCommunication20_08_212.0.1
Send Email via SendGridUse the high-performance email transport service in your FlowsCommunication19_12_03
Serialize/Deserialize SObject RecordConvert a Record back and forth between a JSON String and a SObject record.Data20_04_141.0.1
Set Sharing Manually on a Lightning RecordSet Sharing Manually on a Lightning Record. Works around the absence of a manual sharing button in LightningMisc19_10_23
Show ToastLaunches a toast message to pop up on the screen.Notifications19_12_142.0
Slack IntegrationSlack invocable actions provide portable functionality that can be invoked via REST or used as point-and-click building blocks in Flow Builder, Bot Builder, and Strategy Builder.Slack21-02-271.0
SOQL Query "LIMIT N" results"SOQL Query "LIMIT N" results"Queries19_12_26
Unlock Records (for Approval Processes)Provides actions for Unlocking records and getting their lock statusApproval Processes19_11_031.0
Update ScreenTell the browser to intelligently refresh a particular visible recordNavigation

Collection Processing Actions

Overview

ActionDescriptionTypeLatest Update
YY_MM_DD
Version
Add or Insert RecordTakes as input a collection of records and a single record, and an optional index value. Returns the combined collection.Collection Processing1.15
Calculate CollectionProvide a collection of records, specify a field by name, and indicate whether you’d like to add, multiply or average the values. The result is returned both as a decimal and a string.Collection Processing21_05_231.28
Copy CollectionTakes as input a collection of records and returns the collection as output, allowing a new variable or reference to have the same valueCollection Processing1.15
Count Records And FieldsTakes 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 Processing1.15
Dedupe Record CollectionReturns a set of de-duped records based on the field you specify.Collection Processing21_04_22
DeepCloneClone a record along with its child related recordsCollection Processing20_04_03
Extract Strings from a CollectionTakes a collection and a field name, and returns a list of strings reflecting the values of those fields for the records.Collection Processing
Filter CollectionFor every record in a collection, filter out all records except the ones that have a specified field that meets the provided criteria. Collection Processing19_12_171.12
Find Common and Uncommon Records in CollectionCompare two like/unlike record collections based on a unique identifier that you specify. It provides 4 outputs with records unique and shared between the two collections based on the identifying fields you specify.Collection Processing
Find Record in CollectionReturns all records from the inputCollection that have a field with name targetField that has a value of targetValue.Collection Processing1.15
Generate Collection ReportGiven 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 Processing20_06_141.15
Get Child CollectionTakes a record and returns a specified collection of child records related to the input record.Collection Processing1.15
Get FirstGet the First element out of a collection. Collection Processing
Get Lookup CollectionTakes a collection of records and the name of an object related via a Lookup, and returns a collection of objects.Collection Processing1.15
Get Records by IDs into RecordsTakes a collection of recordIds (i.e. a List of Strings) and returns the corresponding recordsCollection Processing21_03_081.0
Join CollectionsTakes two collections (of the same type, please!) and returns their union as a single collection.Collection Processing1.15
Map CollectionFor every record in a collection, change the value of one or more specified fieldsCollection Processing19_12_171.12
Remove Record from CollectionTakes 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 Processing1.15
Sort CollectionTakes a collection and a sortKeys string formatted as key value pairs (example:

“Name”:”ASC”,”Rating”:”Descending”
Collection Processing1.15
Upsert RecordsUpsertRecords provides functionality similar to the Apex ‘upsert‘ command.Collection Processing20_07_031.20.2

Learn about Flow Screen Components