Standard Actions

Built-in actions that agents can perform out of the box.

Table of contents

  1. ActionGetRecordDetails
    1. ActionCreateRecord
    2. ActionUpdateRecord
    3. ActionPostChatter
    4. ActionFlowHandler
  2. Best Practices
    1. Choosing the Right Action
    2. Security Recommendations

ActionGetRecordDetails

Retrieve and search Salesforce records.

Standard Action Type: GetRecordDetails

Backend Configuration:

{
  "objectApiName": "Contact",
  "defaultFields": ["Id", "Name", "Email", "Phone"],
  "defaultLimit": 25
}

Parameters Schema:

{
  "type": "object",
  "properties": {
    "searchTerm": {
      "type": "string",
      "description": "Text to search for"
    },
    "filters": {
      "type": "object",
      "description": "Field-value pairs to filter by"
    }
  }
}

ActionCreateRecord

Create any Salesforce record.

Standard Action Type: CreateRecord

Backend Configuration:

{
  "objectApiName": "Task",
  "defaultValues": {
    "Status": "Not Started"
  }
}

Parameters Schema:

{
  "type": "object",
  "required": ["Subject"],
  "properties": {
    "Subject": {
      "type": "string",
      "description": "Task subject"
    },
    "Description": {
      "type": "string",
      "description": "Task description"
    },
    "ActivityDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    }
  }
}

ActionUpdateRecord

Update existing Salesforce records.

Standard Action Type: UpdateRecord

Backend Configuration:

{
  "objectApiName": "Case"
}

Parameters Schema:

{
  "type": "object",
  "required": ["recordId"],
  "properties": {
    "recordId": {
      "type": "string",
      "description": "ID of the record to update"
    },
    "Status": {
      "type": "string",
      "description": "New status value"
    },
    "Priority": {
      "type": "string",
      "enum": ["High", "Medium", "Low"]
    }
  }
}

ActionPostChatter

Post messages to Chatter feeds.

Standard Action Type: PostChatter

Parameters Schema:

{
  "type": "object",
  "required": ["message"],
  "properties": {
    "message": {
      "type": "string",
      "description": "Message to post"
    },
    "recordId": {
      "type": "string",
      "description": "Record to post to (optional, defaults to user feed)"
    },
    "mentionUserIds": {
      "type": "array",
      "items": {"type": "string"},
      "description": "User IDs to @mention"
    }
  }
}

ActionFlowHandler

Execute Salesforce Flows.

Standard Action Type: FlowHandler

Configuration: Set ImplementationDetail__c to the Flow API name.

Backend Configuration (optional default input values):

{
  "defaultInputValues": {
    "source": "AI_Agent"
  }
}

Parameters Schema:

{
  "type": "object",
  "properties": {
    "recordId": {
      "type": "string",
      "description": "Record ID to pass to flow"
    },
    "inputVariables": {
      "type": "object",
      "description": "Additional flow input variables"
    }
  }
}

Best Practices

Choosing the Right Action

Need Action
Find records ActionGetRecordDetails
Create a record ActionCreateRecord
Update a record ActionUpdateRecord
Post to Chatter ActionPostChatter
Run automation ActionFlowHandler

Additional actions for notifications, reports, and knowledge search are available in the addon package.

Security Recommendations

  1. Enable approval for create/update actions in production
  2. Limit fields in backend configuration to only what’s needed
  3. Use specific object types rather than generic configurations
  4. Test with realistic user profiles to verify permissions