Invocable Actions in Communications, Media, and Energy & Utilities Managed Package

Explore the comprehensive reference library of invocable actions in Communications, Media, and Energy & Utilities managed package.

Important Access to invocable actions is restricted. To use invocable actions, migrate your org from the managed package licenses to the permission set licenses.

• Create Order or Quote Invocable Action
  Use this action to create either a quote or an order based on specified inputs. For example, a sales reps can use this action to create a quote or an order for a customer.
• Get Offers for a Party Invocable Action
  Use this action to get a list of offers for a party based on the party’s context and search criteria. Offers are modeled as products in Salesforce. By default, if the price list isn't assigned, then you must provide the priceListId. For example, a sales rep can use this action to retrieve internet packages for a customer based on the size of the customer's business.
• Add Product to Cart Invocable Action
  Use this action to add a product as either a quote line item to a quote or an order product to an order in the cart. For example, a sales rep can use this action to add 10 units of fiber broadband to a quote to fulfill a customer's request.
• Update Order or Quote Line Item Invocable Action
  Use this action to update fields for either quote line item or order product. For example, a sales rep can use this action to change the quantity of ‌fiber broadband for your customer.
• Update Order or Quote Line Item Attribute Invocable Action
  Use this action to update an attribute of either quote line item or order product, and configure ‌product bundles or specialized attributes, such as speed, device color, feature, etc. For example, you’ve a customer with an enterprise fiber product and wants to set the bandwidth to 500 Mbps. Then, a sales rep can use this action to update the bandwidth limit.
• Get Line Items of Order or Quote Invocable Action
  Use this action to get the line item details such as price and discount for a quote or an order, retrieve cart details, and display the content for review. For example, a sales rep can use this action to retrieve the details of an order or a quote for a customer.
• Adjust Line Item of Quote or Order Invocable Action
  Use this action to adjust a line item of a quote or an order such as applying a discount. For example, a sales rep can use this action to apply a discount to the broadband line item for a customer during the negotiation stage.
• Submit Order Invocable Action
  Use this action to activate a draft order or quote and creates assets for each order product or quote line item. For example, your customer wants to purchase a broadband plan or request changes to the existing broadband plan, then after adding the request to the cart, a sales rep can submit the final cart to finalize an order or a quote.
• Get Offers for Asset Invocable Action
  Use this action to get a list of offers for an asset in a cart. Offers are modeled as products in Salesforce. For example, a sales rep can use this action to get a list of offers for customer who wants to know all the offers available for replacing one offer at a time on a broadband plan.
• Replace Offer in Cart Invocable Action
  Use this action to replace an existing offer in a cart containing a single valid offer with a corresponding single offer. The existing offer is disconnected and a new offer is added to the cart. Offers are modeled as products in Salesforce. For example, your existing customer wants to upgrade their limited phone plan to a new plan with unlimited data, text, and talk. As a sales rep, you want to ensure that their existing phone service isn't interrupted and their phone number remains the same. With this action, you can move this customer to an unlimited plan, guaranteeing the continuity of service and retaining the same mobile number and email address.
• Delete Line Items from Cart Invocable Action
  Use this action to delete a line item from a quote or an order based on specified inputs. Also, this action disconnects an existing asset item from a quote or an order. For example, a sales rep can use this action to discontinue the internet package service for a customer.
• Get Assets of an Account Invocable Action
  Use this action to get a list of assets that are associated with an account based on specified inputs. For example, your current customer wants to upgrade their Dedicated Internet Line - 1 Gbps to 2 Gbps, and change their VoIP calling plan. As a sales rep, you want to identify the specific internet line and VoIP service asset. With this action, you can get a list of assets that are available for a particular account.
• Get Promotions for Cart Invocable Action
  Use this action to get a list of promotions that are eligible for a quote or an order in a cart based on specified inputs. For example, a sales rep can use this action to retrieve all the promotions applicable for internet packages for a customer.
• Apply Promotions to Cart Invocable Action
  Use this action to apply promotions to a cart based on specified inputs. For example, a sales rep can use this action to apply the promotions applicable to internet packages to a customer.