SECTIONSCustom Actions
Custom actions, also known as invocable methods, provide a friendly way of calling the functionality of an API via a user interface.
Each Certinia custom action resides within an Apex class, which calls an API method. You can use these actions in Salesforce Flow Builder to call an API method to execute Apex code. See the Salesforce Help for more information.
Invocable Methods
You can use the following custom actions in Customer Success Cloud.
| Invocable Apex Class | Purpose | Global API | Global API Entry Point |
|---|---|---|---|
| ActionCPFT |
Creates playbooks from playbook templates. |
CreatePlaybookFromTemplateService | createPlaybooksFromTemplates |
| ActionCOFT | Creates objectives from objective templates. | CreateObjectiveFromTemplateService | createObjectivesFromTemplates |
| ActionCSPFT | Creates success plans from success plan templates. | CreateSuccessPlanFromTemplateService | createSuccessPlansFromTemplates |
The process is run as the user who triggered it when using custom actions with Salesforce Flow Builder. The user performing the action therefore needs the appropriate licenses and permissions. For more information about permissions, licenses, and our Apex classes, see Permission Sets and Other Technical Documentation.
For more information about using custom actions and flows, see the Salesforce Help.