Learn how to create custom actions, with the help of an example.
About this task
You want to create a custom action for Salesforce CRM application. To do
so, add the Salesforce CRM connector on canvas and configure an account.
To configure an Account, select the Select Action field. From here, you
can create a new account, or access an existing account. To do so, create a new account,
AccountCreate.
To create a new account, click the + button. The Add Custom
Action screen appears.
Complete the following steps to set up the custom action:
Procedure
- Connect to an account.
-
Select Authentication type: Select an authentication type, for example,
OAuth V2.0 (Authorization Code Flow).
-
Authorize updateAccounts: Select an account to run the selected
action.
-
Name: Provide a name for the account, for example,
AccountCreate.
-
Description: Enter the description of the account.
Click Next.
- Select an action.
Select an action to be performed, for example, create.
- Click Next
- Select the Business Object to be associated with the action create and then click
Next.
- Select the Data Fields for the selected Business Object in the previous step and then
click Next.
Note: Data fields appear only for certain applications and actions. Mandatory data fields for the
Business Object are selected by default and cannot be cleared.
- Confirm Action.
- Click Done.
Next, you are able to view the new action in the drop-down list.
- Click Next. You are redirected to the
AccountCreate action configuration window. It is mandatory to provide values
for all the required fields while configuring an action. You can also provide values for optional
fields as per your requirements.
- Click Next. You are redirected to the Test this
action window where you can check whether the action is working as expected before you
run the workflow. Click Done.
If configured correctly, the action shows its output data, to help you understand its behavior
and the keys that are returned by the trigger. This output data is then used to configure the rest
of the workflow.
Results
The custom action is successfully set up. Now, click Save to save the
workflow.
You can now use this account in any workflow that is created under the same project.