An automated action is a reusable component that performs some sort of action behind the scenes—like updating a field or sending an email. After you create an automated action, add it to a process, milestone, or other automated process.
Required Editions
| Action Type | Supported In... | ||||
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| Workflow Rule | Process | Flow | Approval Process | Entitlement Process | |
| Email Alert |
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| Field Update |
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| Flow Trigger (Pilot) |
(immediate only) |
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| Outbound Message |
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| Task |
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- Considerations for Automated Actions
Before you start working with automated actions, familiarize yourself with relevant limits and special behaviors. - Manage Automated Actions in Workflow Rules
Edit existing automated actions.