--- schema_version: "1" id: 265ff193f68256de83ef12535a483dc40aa132d7ba8c077c2d09a1b03a051ee4 title: Provided Flow Core Actions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_ref_elements_actions_list.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_list.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cfe7e4f38d937419fa91c3f452e0179685807fbbb9c4948573a8cc13f51cdc70 description: Perform an action outside of the flow. Choose from Salesforce-provided actions, like Submit for Approval or Send Email, or from your org’s quick actions and local actions. To add one of these actions to your flow, add an Action element. Then, in the Action field, search for the appropriate action. products: - Flow Builder - Salesforce Platform release: "264" --- # Provided Flow Core Actions Perform an action outside of the flow. Choose from Salesforce-provided actions, like Submit for Approval or Send Email, or from your org’s quick actions and local actions. To add one of these actions to your flow, add an Action element. Then, in the Action field, search for the appropriate action. - **[Activate Session-Based Permission Set Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_activate_sessionpermset.htm&release=264.0.0&type=5)** Activate a session-based permission set for the running user. - **[Activities: Match Email to Records Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_activities.htm&release=264.0.0&type=5)** The Activities: Match Email to Records flow provides several core actions for matching emails to relevant records in your Sales org. To add one of these actions to your flow, make sure that Sync Email as Salesforce Activity is enabled in Einstein Activity Capture. In Flow Builder, add an Action element. Then select **Activities: Match Email to Records**, and search for the appropriate action. - **[AI Agent Actions](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_generate_ai_agent_response.htm&release=264.0.0&type=5)** Create an AI agent response for the specified user message. The agent must be active. - **[AI Agent API Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_agent_api.htm&release=264.0.0&type=5)** Manage agent sessions with actions in the AI Agent API category. - **[Confirm Sales Meeting Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_confirm_sales_meeting.htm&release=264.0.0&type=5)** Confirms a selected meeting time from a list of available time slots. Inbox is required to use this action. This action is available in flows running API version 66.0 and later. - **[Convert Base64 Speech to Text Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_convert_base64_speech_to_text.htm&release=264.0.0&type=5)** To convert Base64-encoded audio to text, add the Convert Base64 speech to text action to a flow. - **[Convert Speech to Text Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_speech_to_text.htm&release=264.0.0&type=5)** To convert audio files into text, add the Convert speech to text action to a flow. - **[Convert Text to Speech Action (Beta)](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_text_to_speech.htm&release=264.0.0&type=5)** Add the Convert Text to Speech action to a flow to convert text to spoken audio. - **[Deactivate Session-Based Permission Set Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_deactivate_sessionpermset.htm&release=264.0.0&type=5)** Deactivate a session-based permission set for the running user. - **[Digital Wallet Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_wallet.htm&release=264.0.0&type=5)** Take action to monitor and alert on usage for products and features that are tracked in Digital Wallet. - **[Einstein Discovery Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_ed_predictions.htm&release=264.0.0&type=5)** Get predictive and prescriptive intelligence directly in your flows with Einstein Discovery-powered models. Select the row or fields to use for your predictions and let Einstein Discovery generate predictions, suggested ways to improve predicted outcomes, and other details. - **[Einstein RAG Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_rag_einstein.htm&release=264.0.0&type=5)** Improve large language model (LLM) responses in flows with actions related to Einstein retrieval augmented generation (RAG). - **[Explore Conversation Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_explore_conversation.htm&release=264.0.0&type=5)** Answer users' questions about voice or video calls based on the contents of a call transcript. - **[Flow Approval Processes Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_flow_approval_processes.htm&release=264.0.0&type=5)** Create a draft autolaunched flow approval process or call an autolaunched flow approval process from a flow. - **[Generated Content Quality and Feedback Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_content_quality_feedback.htm&release=264.0.0&type=5)** This action tracks generated content quality and feedback in Flow Builder. - **[Generate Sales Meeting Link Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_generate_sales_meeting_link.htm&release=264.0.0&type=5)** Creates an inbox link action for users to schedule a meeting with a sales representative. - **[Get AI-Generated Recommendations Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_ai_gen_rcmd.htm&release=264.0.0&type=5)** Get ‌AI-generated recommendations based on the provided context, and then save the recommendations as AI-generated action items. This action is used in the Get AI Recommendations from Call Transcripts flow as part of Agentforce Pipeline Management. - **[Get Available Meeting Times Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_available_meeting_times.htm&release=264.0.0&type=5)** Retrieves available meeting times for a specified lead, contact, or person account based on the record owner’s schedule. Inbox is required to use this action. This action is available in flows running API version 66.0 and later. - **[Get Content Note Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_content_note.htm&release=264.0.0&type=5)** Get the most recent content note data for a specified record. This action is available in flows running API version 64.0 and later. - **[Get Conversation Intelligence Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_get_conversation_intelligence.htm&release=264.0.0&type=5)** Get intelligence information about a voice or video call, including any insights and a conversation summary. - **[Get Conversation Transcript Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_get_conversation_transcript.htm&release=264.0.0&type=5)** Get the conversation transcript for the specified voice or video call record. - **[Get Forecast Context Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_forecast_context.htm&release=264.0.0&type=5)** Get forecast context for a specific user. To be used in the Forecast Guidance flow as part of the Get Forecast Guidance standard agent action. - **[Get Forecast Opportunities Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_forecast_opportunities.htm&release=264.0.0&type=5)** Get forecast opportunities for a user that matches the specified criteria. To be used in the Forecast Guidance flow as part of the Get Forecast Guidance standard agent action. - **[Get or Execute Field Update Suggestion Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_field_update_suggestion.htm&release=264.0.0&type=5)** Enqueue requests to get a field update suggestion from a field generation prompt template, or update a field based on a generated suggestion if the agent is configured to make updates autonomously. This action is used in the Process Field Update Suggestions flow as part of Agentforce Pipeline Management. - **[Get Opportunity Content Note Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_opp_content_note.htm&release=264.0.0&type=5)** Get the most recent content note data for the specified opportunity record. This action is used in the Get Opportunity Grounding Data flow as part of Agentforce Pipeline Management. - **[Get Opportunity Stage Details Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_opp_stage_details.htm&release=264.0.0&type=5)** Get the names and descriptions of the stages associated with the specified opportunity record. This action is used in the Get Opportunity Grounding Data flow as part of Agentforce Pipeline Management. - **[Get Record Prioritization Data Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_get_record_prioritization_data.htm&release=264.0.0&type=5)** Get record data and field metadata to prioritize records for a user. This action is used in the Get Opportunity Details flow as part of the Prioritize Opportunities standard agent action. - **[Get Related Emails Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_get_related_emails.htm&release=264.0.0&type=5)** Get a list of emails that are related to a specific record and that were logged within a specified date range. This action is available in flows running API version 66.0 and later. - **[Identity User Registration Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_identity_actions.htm&release=264.0.0&type=5)** Use these actions in authentication provider user registration flows that launch when a user logs in with single sign-on (SSO). - **[Lock Record Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_lockrecord.htm&release=264.0.0&type=5)** Locks or unlocks a workflow-enabled or approval-enabled record for editing during an approval and specifies who can edit the record while it's locked. - **[Open a Page Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_open_a_page.htm&release=264.0.0&type=5)** Opens a Salesforce or external page in the user's browser during a screen flow. - **[Post to Chatter Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_chatter.htm&release=264.0.0&type=5)** This action posts a message to a specified feed, such as a Chatter group or a case record. The message can contain mentions and topics, but only text posts are supported. - **[Flow Core Action: Prompt Template Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_generate_prompt_response.htm&release=264.0.0&type=5)** Creates responses based on the large language model (LLM) response for the specified prompt template and inputs. - **[Global or Object-Specific Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quick.htm&release=264.0.0&type=5)** Call an object-specific or global action that’s already been configured in your org. Only Create, Update, and Log a Call actions are available. - **[Run a Batch Data Transform in Data Cloud Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_run_batch_transform.htm&release=264.0.0&type=5)** Run a batch data transform in Data 360 (formerly Data Cloud). - **[Quip Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip.htm&release=264.0.0&type=5)** Quip provides several core actions for organizing, creating, and copying your Quip content in flows. To add one of these actions to your flow, add an Action element. Then select the **Quip** category, and search for the appropriate action. - **[B2B Commerce Checkout Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_b2b_comm_actions_list.htm&release=264.0.0&type=5)** The B2B Commerce Checkout Flow provides several core actions for implementing a successful checkout process within your Commerce org. To add one of these actions to your flow, add an Action element. Then select the **B2B Commerce** category, and search for the appropriate action. - **[Commerce Checkout Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_comm_actions_list.htm&release=264.0.0&type=5)** The Commerce Checkout Flow provides several core actions for implementing a successful checkout process within your Commerce org. To add one of these actions to your flow, add an Action element. Then select the **Commerce** category, and search for the appropriate action. Cart actions aren’t available in flows for B2B stores built on an Aura template. - **[Salesforce Order Management Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_om_actions_list.htm&release=264.0.0&type=5)** Salesforce Order Management provides several core actions for implementing order management functionality in flows. To add one of these actions to your flow, add an Action element. Then select the **Order Management** category, and search for the appropriate action. - **[Salesforce Omnichannel Inventory Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_oci_actions_list.htm&release=264.0.0&type=5)** Salesforce Omnichannel Inventory provides several core actions for implementing inventory functionality in flows. To add one of these actions to your flow, add an Action element. Then select the **Omnichannel Inventory Service** category, and search for the appropriate action. - **[Send Conversation Messages Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendconversationmessages.htm&release=264.0.0&type=5)** Send a messaging component to one or more messaging users in an enhanced messaging channel or Enhanced In-App Chat. - **[Send Custom Notification Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendcustomnotification.htm&release=264.0.0&type=5)** Send a custom notification to users when a specific event occurs. Custom notifications appear in the notification bell and can be delivered to the Salesforce desktop or mobile app. - **[Send Email Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendemail.htm&release=264.0.0&type=5)** Use the Send Email action in Flow Builder to send emails to individual recipients, apply email templates, add attachments, and optionally log emails to related records' activity timelines. For bulk email to audience segments, use the Send Email Message element instead. - **[Send Notification Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendnotification.htm&release=264.0.0&type=5)** Call a notification type to send. Each Send Notification action corresponds to a supported notification type. Send Notification actions are available only for Slack-enabled custom notification types and certain Slack-enabled standard notification types. - **[Send Sales Management Agent Notification in Slack Action](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_actions_send_sales_agent_ntfcn_in_slack.htm&release=264.0.0&type=5)** Sends notifications from the Sales Management Agent to a user in Slack. This action is available in flows running API version 65.0 and later. - **[Send Surveys Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendsurveys.htm&release=264.0.0&type=5)** Create an action to send an active survey by specifying the name, subject, recipients, and invitation link options in the flow. - **[Show Toast Message Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_show_toast.htm&release=264.0.0&type=5)** Shows a brief message window on the user's page. The message can include links to external content. - **[Perform Survey Sentiment Analysis Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_surveys_perform_survey_sentiment_analysis.htm&release=264.0.0&type=5)** Get insights into the sentiments that underlie survey responses. - **[Get Assessment Response Summary Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_get_assessment_response_summary.htm&release=264.0.0&type=5)** Create a printable summary view of assessments taken. This action enables you to extract responses saved in an assessment and create a flow to generate a document. - **[Submit for Approval Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_approval.htm&release=264.0.0&type=5)** Submit one Salesforce record for approval using Classic Approval Processes. This action doesn't submit a record for approval using Flow Approval Processes. - **[Slack Flow Core Actions](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_slack.htm&release=264.0.0&type=5)** Manage Slack channels, channel members, and messages from flows. As your Salesforce records change, a flow can trigger changes in Slack. - **[Slack Legacy Actions](https://help.salesforce.com/s/articleView?id=platform.slack_legacy_actions.htm&release=264.0.0&type=5)** Legacy Slack actions are based on an outdated method of managing Slack channels, members, and messages. - **[Sync Quote to Opportunity](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_element_actions_sync_quote_to_opportunity.htm&release=264.0.0&type=5)** This action syncs quote line items to opportunity line items. This action is available in flow running API version 68.0 and later #### See Also - [Add and Edit Elements](https://help.salesforce.com/s/articleView?id=platform.flow_build_elements.htm&release=264.0.0&type=5 "Use elements to define actions that the flow can run. When they’re on the canvas, connect them to create the order in which they run.")