Use External Actions with Engagement Studio programs to execute tasks outside of Account Engagement. For example, register a prospect for a webinar or create a new lead in Salesforce.
Required Editions
| Available in: Account Engagement Plus, Advanced, and Premium Editions |
- Considerations for Using External Actions
When working with External Actions, keep these considerations in mind. - Supported Standard Invocable Actions
Invocable actions are the foundation for external actions. An invocable action is a call that adds functionality to an application. You can work with a developer to create a custom action, or choose from the standard supported actions available in Marketing Setup when you create an action type. - Add an External Action to a Marketing App Extension
To execute a task externally, add an action type and an invocable action to your marketing app extension. Standard invocable actions are available in Marketing Setup. You can also install an action from AppExchange or work with your developer to create one. - External Actions: Next Steps
After you have a marketing app extension, a business unit assignment, and an action type, work with a developer to customize the action for Engagement Studio. Control which inputs are required when the action is added as a step in an Engagement Studio program. You can also use HML merge fields to automatically populate certain fields when the action executes.