[ { "name": "engagement", "label": "Engagement", "description": "Creates an Event activity (engagement) from the activity timeline quick-create surface.", "flowDeveloperName": "Std_CreateEventActivity", "category": "ActivityTimeline", "headerFallbackEligible": false, "rendererId": "app-pack:crm/action-renderer/task-activity-quick-create", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Contact"], "isAtomic": true, "sortOrder": 5, "inputs": [ { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "WhatId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Event", "targetFieldAPIName": "WhatId", "prefillSourceFieldAPIName": "WhatId", "sortOrder": 1 }, { "apiName": "WhoId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Event", "targetFieldAPIName": "WhoId", "prefillSourceFieldAPIName": "WhoId", "sortOrder": 2 }, { "apiName": "Contact_Role", "dataType": "picklist", "label": "Contact Role", "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "Contact_Role__c", "sortOrder": 3 }, { "apiName": "Other_Participants_Names", "dataType": "string", "label": "Other Participants' Names", "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "Other_Participants_Names__c", "sortOrder": 4 }, { "apiName": "Other_Participants_Info", "dataType": "string", "label": "Other Participants' Info", "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "Other_Participants_Info__c", "sortOrder": 5 }, { "apiName": "OwnerId", "dataType": "reference", "referenceTo": "User", "label": "Updated by", "isRequired": true, "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "OwnerId", "sortOrder": 6 }, { "apiName": "EventSubject", "dataType": "string", "label": "Subject", "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "Subject", "sortOrder": 7 }, { "apiName": "Description", "dataType": "textarea", "label": "Description", "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "Description", "sortOrder": 8 }, { "apiName": "Risk_and_Next_Step", "dataType": "textarea", "label": "Risk and Next Step", "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "Risk_and_Next_Step__c", "sortOrder": 9 }, { "apiName": "StartDateTime", "dataType": "datetime", "label": "Start", "isRequired": true, "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "StartDateTime", "sortOrder": 10 }, { "apiName": "EndDateTime", "dataType": "datetime", "label": "End", "isRequired": true, "uiSection": "Event", "targetObject": "Event", "targetFieldAPIName": "EndDateTime", "sortOrder": 11 } ], "outputs": [ { "apiName": "eventId", "dataType": "reference", "referenceTo": "Event", "sortOrder": 0 } ], "fieldDefaults": [ { "targetObject": "$Input", "fieldAPIName": "OwnerId", "valueFormula": "$User.Id", "priority": 100 } ] }, { "name": "taskCall", "label": "Log a Call", "description": "Logs a completed call Task from the activity timeline quick-create surface. Mirrors the Salesforce global Log a Call (SDR ONLY) action layout: Action Status, Action Response, Interaction Type, Comments.", "flowDeveloperName": "Std_CreateTaskActivity", "category": "ActivityTimeline", "headerFallbackEligible": false, "rendererId": "app-pack:crm/action-renderer/task-activity-quick-create", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Case", "Contact", "Contract", "Lead", "Opportunity", "Order"], "isAtomic": true, "sortOrder": 10, "inputs": [ { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "WhatId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhatId", "prefillSourceFieldAPIName": "WhatId", "sortOrder": 1 }, { "apiName": "WhoId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhoId", "prefillSourceFieldAPIName": "WhoId", "sortOrder": 2 }, { "apiName": "Action_Status__c", "dataType": "picklist", "label": "Action Status", "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Action_Status__c", "sortOrder": 3 }, { "apiName": "Action_Response__c", "dataType": "picklist", "label": "Action Response", "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Action_Response__c", "sortOrder": 4 }, { "apiName": "Intera__c", "dataType": "picklist", "label": "Interaction Type", "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Intera__c", "sortOrder": 5 }, { "apiName": "Description", "dataType": "textarea", "label": "Comments", "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Description", "sortOrder": 6 }, { "apiName": "Subject", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Subject", "sortOrder": 7 }, { "apiName": "ActivityDate", "dataType": "date", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "ActivityDate", "sortOrder": 8 }, { "apiName": "Status", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Status", "sortOrder": 9 }, { "apiName": "Priority", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Priority", "sortOrder": 10 }, { "apiName": "OwnerId", "dataType": "reference", "referenceTo": "User", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "OwnerId", "sortOrder": 11 }, { "apiName": "Type", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Type", "sortOrder": 12 }, { "apiName": "CallType", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "CallType", "sortOrder": 13 }, { "apiName": "TaskSubtype", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "TaskSubtype", "sortOrder": 14 } ], "outputs": [ { "apiName": "taskId", "dataType": "reference", "referenceTo": "Task", "sortOrder": 0 } ], "fieldDefaults": [ { "targetObject": "$Input", "fieldAPIName": "Subject", "valueFormula": "\"Call\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Type", "valueFormula": "\"Call\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "CallType", "valueFormula": "\"Outbound\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "TaskSubtype", "valueFormula": "\"Call\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Status", "valueFormula": "\"Completed\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Priority", "valueFormula": "\"Normal\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "ActivityDate", "valueFormula": "TODAY()", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "OwnerId", "valueFormula": "$User.Id", "priority": 100 } ] }, { "name": "taskEmail", "label": "Email", "description": "Creates a Task activity from the activity timeline quick-create surface.", "flowDeveloperName": "Std_CreateTaskActivity", "category": "ActivityTimeline", "headerFallbackEligible": false, "rendererId": "app-pack:crm/action-renderer/task-activity-quick-create", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Case", "Contract", "Opportunity", "Order"], "isAtomic": true, "sortOrder": 20, "inputs": [ { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "WhatId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhatId", "prefillSourceFieldAPIName": "WhatId", "sortOrder": 1 }, { "apiName": "WhoId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhoId", "prefillSourceFieldAPIName": "WhoId", "sortOrder": 2 }, { "apiName": "Subject", "dataType": "string", "label": "Subject", "isRequired": true, "uiSection": "Task", "sortOrder": 3 }, { "apiName": "ActivityDate", "dataType": "date", "label": "Due Date", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "ActivityDate", "sortOrder": 4 }, { "apiName": "Status", "dataType": "picklist", "label": "Status", "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Status", "sortOrder": 5 }, { "apiName": "Description", "dataType": "textarea", "label": "Description", "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Description", "sortOrder": 6 }, { "apiName": "OwnerId", "dataType": "reference", "referenceTo": "User", "label": "Assigned To", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "OwnerId", "sortOrder": 7 }, { "apiName": "Priority", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Priority", "sortOrder": 8 }, { "apiName": "Type", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Type", "sortOrder": 9 }, { "apiName": "TaskSubtype", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "TaskSubtype", "sortOrder": 10 } ], "outputs": [ { "apiName": "taskId", "dataType": "reference", "referenceTo": "Task", "sortOrder": 0 } ], "fieldDefaults": [ { "targetObject": "$Input", "fieldAPIName": "Type", "valueFormula": "\"Email\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "TaskSubtype", "valueFormula": "\"Email\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Status", "valueFormula": "\"Completed\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Priority", "valueFormula": "\"Normal\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "ActivityDate", "valueFormula": "TODAY()", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "OwnerId", "valueFormula": "$User.Id", "priority": 100 } ] }, { "name": "taskWeeklyUpdate", "label": "Weekly Update", "description": "Creates a Task activity from the activity timeline quick-create surface.", "flowDeveloperName": "Std_CreateTaskActivity", "category": "ActivityTimeline", "headerFallbackEligible": false, "rendererId": "app-pack:crm/action-renderer/task-activity-quick-create", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Opportunity"], "isAtomic": true, "sortOrder": 0, "inputs": [ { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "WhatId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhatId", "prefillSourceFieldAPIName": "WhatId", "sortOrder": 1 }, { "apiName": "WhoId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhoId", "prefillSourceFieldAPIName": "WhoId", "sortOrder": 2 }, { "apiName": "Subject", "dataType": "picklist", "label": "Subject", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Subject", "sortOrder": 3 }, { "apiName": "Progress", "dataType": "textarea", "label": "Progress", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Progress__c", "sortOrder": 4 }, { "apiName": "Risk_and_Next_Step", "dataType": "textarea", "label": "Risk and Next Step", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Risk_and_Next_Step__c", "sortOrder": 5 }, { "apiName": "ActivityDate", "dataType": "date", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "ActivityDate", "sortOrder": 6 }, { "apiName": "Status", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Status", "sortOrder": 7 }, { "apiName": "OwnerId", "dataType": "reference", "referenceTo": "User", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "OwnerId", "sortOrder": 8 }, { "apiName": "Priority", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Priority", "sortOrder": 9 }, { "apiName": "Type", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Type", "sortOrder": 10 } ], "outputs": [ { "apiName": "taskId", "dataType": "reference", "referenceTo": "Task", "sortOrder": 0 } ], "fieldDefaults": [ { "targetObject": "$Input", "fieldAPIName": "Type", "valueFormula": "\"Weekly Update\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Status", "valueFormula": "\"Completed\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Priority", "valueFormula": "\"Normal\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "ActivityDate", "valueFormula": "TODAY()", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "OwnerId", "valueFormula": "$User.Id", "priority": 100 } ] }, { "name": "taskLeadWeeklyUpdate", "label": "Weekly Update", "description": "Creates a Lead weekly update Task activity from the activity timeline quick-create surface.", "flowDeveloperName": "Std_CreateTaskActivity", "category": "ActivityTimeline", "headerFallbackEligible": false, "rendererId": "app-pack:crm/action-renderer/task-activity-quick-create", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Lead"], "isAtomic": true, "sortOrder": 30, "inputs": [ { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "WhatId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhatId", "prefillSourceFieldAPIName": "WhatId", "sortOrder": 1 }, { "apiName": "WhoId", "dataType": "id", "uiSection": "Context", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "WhoId", "prefillSourceFieldAPIName": "WhoId", "sortOrder": 2 }, { "apiName": "Subject", "dataType": "picklist", "label": "Subject", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Subject", "sortOrder": 3 }, { "apiName": "Progress", "dataType": "textarea", "label": "Progress", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Progress__c", "sortOrder": 4 }, { "apiName": "Risk_and_Next_Step", "dataType": "textarea", "label": "Risk and Next Step", "isRequired": true, "uiSection": "Task", "targetObject": "Task", "targetFieldAPIName": "Risk_and_Next_Step__c", "sortOrder": 5 }, { "apiName": "ActivityDate", "dataType": "date", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "ActivityDate", "sortOrder": 6 }, { "apiName": "Status", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Status", "sortOrder": 7 }, { "apiName": "OwnerId", "dataType": "reference", "referenceTo": "User", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "OwnerId", "sortOrder": 8 }, { "apiName": "Priority", "dataType": "picklist", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Priority", "sortOrder": 9 }, { "apiName": "Type", "dataType": "string", "uiSection": "Task", "uiMode": "hidden", "targetObject": "Task", "targetFieldAPIName": "Type", "sortOrder": 10 } ], "outputs": [ { "apiName": "taskId", "dataType": "reference", "referenceTo": "Task", "sortOrder": 0 } ], "fieldDefaults": [ { "targetObject": "$Input", "fieldAPIName": "Type", "valueFormula": "\"Weekly Update\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Status", "valueFormula": "\"Completed\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "Priority", "valueFormula": "\"Normal\"", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "ActivityDate", "valueFormula": "TODAY()", "priority": 100 }, { "targetObject": "$Input", "fieldAPIName": "OwnerId", "valueFormula": "$User.Id", "priority": 100 } ] }, { "name": "ChangeOwner", "label": "Change Owner", "description": "Changes record owner through the metadata-owned Change Owner standard action.", "flowDeveloperName": "Std_ChangeOwner", "visibilityCondition": "record.OwnerId != null", "category": "RecordActions", "requiredPermissions": ["ApiEnabled"], "targetObjects": [ "Lead", "Account", "Contact", "Opportunity", "Case", "Campaign", "Contract", "Order", "Task", "Event" ], "isAtomic": true, "sortOrder": 1, "headerFallbackEligible": false, "inputs": [ { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "objectApiName", "dataType": "string", "isRequired": true, "uiSection": "Context", "uiMode": "hidden", "sortOrder": 1 }, { "apiName": "newOwnerId", "dataType": "reference", "referenceTo": "User", "isRequired": true, "uiSection": "Owner", "uiMode": "reuse", "sortOrder": 2 }, { "apiName": "sendNotification", "dataType": "boolean", "label": "Send Notification", "uiSection": "Owner", "sortOrder": 3 } ], "outputs": [ { "apiName": "recordId", "dataType": "id", "sortOrder": 0 }, { "apiName": "previousOwnerId", "dataType": "reference", "referenceTo": "User", "sortOrder": 1 }, { "apiName": "newOwnerId", "dataType": "reference", "referenceTo": "User", "sortOrder": 2 } ] }, { "name": "convertLead", "label": "Convert Lead", "description": "Salesforce-compatible Lead Convert. Routes through the Std_ConvertLead flow so tenants customise behavior (defaults, guards, child relink) as data without backend changes.", "flowDeveloperName": "Std_ConvertLead", "visibilityCondition": "record.IsConverted != true", "previewFlowDeveloperName": "Std_ConvertLeadCampaignPreview", "category": "LeadActions", "rendererId": "app-pack:crm/action-renderer/lead-convert", "requiredPermissions": ["ConvertLeads"], "targetObjects": ["Lead"], "isAtomic": true, "sortOrder": 0, "inputs": [ { "apiName": "leadId", "dataType": "id", "isRequired": true, "uiSection": "Lead", "uiMode": "hidden", "targetObject": "Lead", "targetFieldAPIName": "Id", "sortOrder": 0 }, { "apiName": "convertedStatus", "dataType": "picklist", "isRequired": true, "uiSection": "Lead", "uiMode": "hidden", "targetObject": "Lead", "targetFieldAPIName": "Status", "requiredPicklistTag": "converted", "sortOrder": 1 }, { "apiName": "accountId", "dataType": "reference", "referenceTo": "Account", "label": "Account", "uiSection": "Account", "uiMode": "reuse", "targetObject": "Account", "sortOrder": 2 }, { "apiName": "contactFirstName", "dataType": "string", "uiSection": "Contact", "uiMode": "create", "targetObject": "Contact", "targetFieldAPIName": "FirstName", "prefillSourceFieldAPIName": "FirstName", "mappingSourceObject": "Lead", "mappingActionType": "convert", "sortOrder": 3 }, { "apiName": "contactLastName", "dataType": "string", "uiSection": "Contact", "uiMode": "create", "targetObject": "Contact", "targetFieldAPIName": "LastName", "prefillSourceFieldAPIName": "LastName", "mappingSourceObject": "Lead", "mappingActionType": "convert", "sortOrder": 4 }, { "apiName": "contactTitle", "dataType": "string", "uiSection": "Contact", "uiMode": "create", "targetObject": "Contact", "targetFieldAPIName": "Title", "prefillSourceFieldAPIName": "Title", "mappingSourceObject": "Lead", "mappingActionType": "convert", "sortOrder": 5 }, { "apiName": "contactEmail", "dataType": "string", "uiSection": "Contact", "uiMode": "create", "targetObject": "Contact", "targetFieldAPIName": "Email", "prefillSourceFieldAPIName": "Email", "mappingSourceObject": "Lead", "mappingActionType": "convert", "sortOrder": 6 }, { "apiName": "contactId", "dataType": "reference", "referenceTo": "Contact", "label": "Contact", "uiSection": "Contact", "uiMode": "reuse", "targetObject": "Contact", "sortOrder": 7 }, { "apiName": "opportunityName", "dataType": "string", "uiSection": "Opportunity", "uiMode": "create", "targetObject": "Opportunity", "targetFieldAPIName": "Name", "prefillSourceFieldAPIName": "Company", "mappingSourceObject": "Lead", "mappingActionType": "convert", "sortOrder": 8 }, { "apiName": "opportunityId", "dataType": "reference", "referenceTo": "Opportunity", "label": "Opportunity", "uiSection": "Opportunity", "uiMode": "reuse", "targetObject": "Opportunity", "sortOrder": 9 }, { "apiName": "doNotCreateOpportunity", "dataType": "boolean", "label": "Do Not Create Opportunity", "uiSection": "Opportunity", "uiMode": "skip", "targetObject": "Opportunity", "sortOrder": 10 }, { "apiName": "ownerId", "dataType": "reference", "referenceTo": "User", "label": "Owner", "uiSection": "Owner", "uiMode": "reuse", "targetObject": "User", "sortOrder": 11 }, { "apiName": "overwriteLeadSource", "dataType": "boolean", "label": "Overwrite Lead Source", "uiSection": "Contact", "uiMode": "reuse", "targetObject": "Contact", "sortOrder": 12 } ], "outputs": [ { "apiName": "leadId", "dataType": "id", "sortOrder": 0 }, { "apiName": "opportunityId", "dataType": "reference", "referenceTo": "Opportunity", "sortOrder": 1 }, { "apiName": "accountId", "dataType": "reference", "referenceTo": "Account", "sortOrder": 2 }, { "apiName": "contactId", "dataType": "reference", "referenceTo": "Contact", "sortOrder": 3 } ], "fieldDefaults": [ { "targetObject": "Opportunity", "fieldAPIName": "CloseDate", "valueFormula": "TODAY() + 30", "priority": 0 }, { "targetObject": "Opportunity", "fieldAPIName": "Launch_Date__c", "valueFormula": "TODAY() + 30", "priority": 0 }, { "targetObject": "Opportunity", "fieldAPIName": "ARR_Amount_USD__c", "valueFormula": "0", "priority": 0 }, { "targetObject": "Account", "fieldAPIName": "Website", "valueFormula": "\"https://lead-convert.example.invalid\"", "priority": 100 }, { "targetObject": "Account", "fieldAPIName": "Industry", "valueFormula": "\"ISV/SaaS-Software\"", "priority": 100 }, { "targetObject": "Account", "fieldAPIName": "NumberOfEmployees", "valueFormula": "100", "priority": 100 }, { "targetObject": "Account", "fieldAPIName": "Region__c", "valueFormula": "\"APAC\"", "priority": 100 }, { "targetObject": "Account", "fieldAPIName": "Vertical__c", "valueFormula": "\"Payment\"", "priority": 100 } ], "inputGuards": [ { "condition": "ISBLANK(Input.accountId)", "requiredObject": "Account", "requiredOperation": "Create", "errorMessage": "permission denied: Account.Create is required to create an Account during lead convert", "gatedInput": "accountId", "sortOrder": 10 }, { "condition": "NOT(ISBLANK(Input.accountId))", "requiredObject": "Account", "requiredOperation": "Edit", "errorMessage": "permission denied: Account.Edit is required to reuse an Account during lead convert", "gatedInput": "accountId", "sortOrder": 20 }, { "condition": "ISBLANK(Input.contactId)", "requiredObject": "Contact", "requiredOperation": "Create", "errorMessage": "permission denied: Contact.Create is required to create a Contact during lead convert", "gatedInput": "contactId", "sortOrder": 30 }, { "condition": "NOT(ISBLANK(Input.contactId))", "requiredObject": "Contact", "requiredOperation": "Edit", "errorMessage": "permission denied: Contact.Edit is required to reuse a Contact during lead convert", "gatedInput": "contactId", "sortOrder": 40 }, { "condition": "AND(Input.doNotCreateOpportunity != true, ISBLANK(Input.opportunityId))", "requiredObject": "Opportunity", "requiredOperation": "Create", "errorMessage": "permission denied: Opportunity.Create is required to create an Opportunity during lead convert", "gatedInput": "opportunityName", "sortOrder": 50 }, { "condition": "AND(Input.doNotCreateOpportunity != true, NOT(ISBLANK(Input.opportunityId)))", "requiredObject": "Opportunity", "requiredOperation": "Edit", "errorMessage": "permission denied: Opportunity.Edit is required to reuse an Opportunity during lead convert", "gatedInput": "opportunityId", "sortOrder": 60 }, { "condition": "Input.doNotCreateOpportunity == true", "requiredPermission": "SkipOpportunityOnConvert", "errorMessage": "permission denied: you do not have permission to skip opportunity creation during lead convert", "gatedInput": "doNotCreateOpportunity", "sortOrder": 70 } ], "internalAccessScopes": [ { "objectApiName": "FlowDefinition", "operation": "Read", "reason": "Lead Convert owns resolution of its pack-owned standard FlowDefinition after the caller has passed the ConvertLeads action gate." }, { "objectApiName": "Flow", "operation": "Read", "reason": "Lead Convert owns resolution of its pack-owned active Flow version after the caller has passed the ConvertLeads action gate." }, { "objectApiName": "OpportunityContactRole", "operation": "Read", "reason": "Lead Convert owns lookup of existing opportunity contact roles before promoting or creating the primary role." }, { "objectApiName": "OpportunityContactRole", "operation": "Create", "reason": "Lead Convert owns creation of the primary opportunity contact role after conversion." }, { "objectApiName": "OpportunityContactRole", "operation": "Edit", "reason": "Lead Convert owns demotion and promotion of primary opportunity contact roles after conversion." }, { "objectApiName": "CampaignMember", "operation": "Read", "reason": "Lead Convert owns lookup of campaign memberships for primary campaign attribution and child relink after conversion." }, { "objectApiName": "CampaignMember", "operation": "Edit", "reason": "Lead Convert owns reparenting campaign memberships from Lead to Contact after conversion." }, { "objectApiName": "Task", "operation": "Read", "reason": "Lead Convert owns lookup of open tasks for child relink after conversion." }, { "objectApiName": "Task", "operation": "Edit", "reason": "Lead Convert owns reparenting open tasks from Lead to converted Contact and Account or Opportunity." }, { "objectApiName": "Lead", "operation": "Read", "reason": "Lead Convert owns reading the source Lead record during conversion, even when the caller's ObjectPermissions.CanRead is false." }, { "objectApiName": "Lead", "operation": "Edit", "reason": "Lead Convert owns writing back IsConverted, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId, and Status to the source Lead record after conversion, even when the caller's ObjectPermissions.CanEdit is false." }, { "objectApiName": "Opportunity", "operation": "Read", "reason": "Lead Convert validates the FK to the converted/linked Opportunity (e.g. OpportunityContactRole.OpportunityId) and must confirm the record exists even when the caller's own RLS would not surface it." }, { "objectApiName": "Opportunity", "operation": "Create", "reason": "Lead Convert owns creation of the converted Opportunity and writes Lead-to-Opportunity mapped fields after the caller has passed the Opportunity.Create input guard." }, { "objectApiName": "Contact", "operation": "Read", "reason": "Lead Convert validates the FK to the converted/linked Contact (e.g. OpportunityContactRole.ContactId) under the action scope." }, { "objectApiName": "Contact", "operation": "Create", "reason": "Lead Convert owns creation of the converted Contact and writes Lead-to-Contact mapped fields after the caller has passed the Contact.Create input guard." }, { "objectApiName": "Account", "operation": "Read", "reason": "Lead Convert validates the FK to the (reused or created) Account referenced by Contact/Opportunity under the action scope." }, { "objectApiName": "Account", "operation": "Create", "reason": "Lead Convert owns creation of the converted Account and writes Lead-to-Account mapped fields after the caller has passed the Account.Create input guard." }, { "objectApiName": "Campaign", "operation": "Read", "reason": "Lead Convert maps the lead's primary campaign onto Contact.First_Campaign__c and Opportunity.CampaignId and must validate those FK references under the action scope." }, { "objectApiName": "Account", "operation": "Edit", "reason": "Lead Convert's MergeAccountFields merges Lead fields into the (possibly reused, cross-owner) Account, which requires updating it." }, { "objectApiName": "Contact", "operation": "Edit", "reason": "Lead Convert's MergeContactFields / UpdateContactOwner / UpdateContactLeadSource update the (possibly reused) Contact." }, { "objectApiName": "Opportunity", "operation": "Edit", "reason": "Lead Convert's UpdateOpportunityOwner updates the (possibly reused) Opportunity." }, { "objectApiName": "_System_RecordType", "operation": "Read", "reason": "Lead Convert owns default RecordType resolution for the records it creates: GetDefaultAccountRecordType (Account -> Customer) and GetDefaultOpportunityRecordType (Opportunity -> New). Matches the sibling createQuote / createOrder declarations." } ] }, { "name": "createQuote", "label": "Create Quote", "description": "Salesforce-compatible Create Quote from Opportunity. Routes through the Std_CreateQuoteFromOpportunity flow so the parent Quote and copied QuoteLineItems are created atomically from metadata.", "flowDeveloperName": "Std_CreateQuoteFromOpportunity", "category": "OpportunityActions", "rendererId": "app-pack:crm/action-renderer/create-record-from-source", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Opportunity"], "isAtomic": true, "sortOrder": 10, "inputs": [ { "apiName": "opportunityId", "dataType": "id", "isRequired": true, "uiSection": "Opportunity", "uiMode": "hidden", "targetObject": "Opportunity", "targetFieldAPIName": "Id", "sortOrder": 0 } ], "outputs": [ { "apiName": "quoteId", "dataType": "reference", "referenceTo": "Quote", "sortOrder": 0 } ], "inputGuards": [ { "condition": "true", "requiredObject": "Opportunity", "requiredOperation": "Read", "errorMessage": "permission denied: Opportunity.Read is required during Create Quote", "sortOrder": 0 }, { "condition": "true", "requiredObject": "Quote", "requiredOperation": "Create", "errorMessage": "permission denied: Quote.Create is required during Create Quote", "sortOrder": 10 }, { "condition": "true", "requiredObject": "OpportunityLineItem", "requiredOperation": "Read", "errorMessage": "permission denied: OpportunityLineItem.Read is required during Create Quote", "sortOrder": 20 }, { "condition": "true", "requiredObject": "QuoteLineItem", "requiredOperation": "Create", "errorMessage": "permission denied: QuoteLineItem.Create is required during Create Quote", "sortOrder": 30 } ], "internalAccessScopes": [ { "objectApiName": "_System_Object", "operation": "Read", "reason": "Create Quote resolves the Quote metadata row to map the source Opportunity RecordType to the matching Quote RecordType." }, { "objectApiName": "_System_RecordType", "operation": "Read", "reason": "Create Quote owns source-to-target RecordType resolution for the Quote created from an Opportunity." }, { "objectApiName": "PricebookEntry", "operation": "Read", "reason": "Create Quote derives the parent Quote Product Name from the primary source line item's PricebookEntry." }, { "objectApiName": "Product2", "operation": "Read", "reason": "Create Quote derives the parent Quote Product Name from the primary source line item's Product2." } ] }, { "name": "createOrder", "label": "Create Order", "description": "Salesforce-compatible Create Order from Quote. Routes through the Std_CreateOrderFromQuote flow so the Order and copied OrderItems are created atomically from metadata.", "flowDeveloperName": "Std_CreateOrderFromQuote", "category": "QuoteActions", "rendererId": "app-pack:crm/action-renderer/create-record-from-source", "requiredPermissions": ["ApiEnabled"], "targetObjects": ["Quote"], "visibilityCondition": "record.Status == 'Accepted' && record.AccountId != null", "isAtomic": true, "sortOrder": 20, "inputs": [ { "apiName": "quoteId", "dataType": "id", "isRequired": true, "uiSection": "Quote", "uiMode": "hidden", "targetObject": "Quote", "targetFieldAPIName": "Id", "sortOrder": 0 } ], "outputs": [ { "apiName": "orderId", "dataType": "reference", "referenceTo": "Order", "sortOrder": 0 } ], "inputGuards": [ { "condition": "true", "requiredObject": "Quote", "requiredOperation": "Read", "errorMessage": "permission denied: Quote.Read is required during Create Order", "sortOrder": 0 }, { "condition": "true", "requiredObject": "Account", "requiredOperation": "Read", "errorMessage": "permission denied: Account.Read is required during Create Order", "sortOrder": 10 }, { "condition": "true", "requiredObject": "Order", "requiredOperation": "Create", "errorMessage": "permission denied: Order.Create is required during Create Order", "sortOrder": 20 }, { "condition": "true", "requiredObject": "QuoteLineItem", "requiredOperation": "Read", "errorMessage": "permission denied: QuoteLineItem.Read is required during Create Order", "sortOrder": 30 }, { "condition": "true", "requiredObject": "OrderItem", "requiredOperation": "Create", "errorMessage": "permission denied: OrderItem.Create is required during Create Order", "sortOrder": 40 } ], "internalAccessScopes": [ { "objectApiName": "_System_Object", "operation": "Read", "reason": "Create Order resolves the Order metadata row before selecting the target Order RecordType." }, { "objectApiName": "_System_RecordType", "operation": "Read", "reason": "Create Order owns source Quote RecordType to target Order RecordType resolution." } ] }, { "name": "sendRecordEmail", "label": "Email", "description": "Queue one provider-neutral email for the current user's connected mailbox and log CRM activity only after proven delivery.", "flowDeveloperName": "Std_SendRecordEmail", "category": "ActivityTimeline", "rendererId": "app-pack:crm/action-renderer/email-compose", "config": { "outboundMail": { "connectorOwnerKey": "salesforce-crm-standard", "flowActionName": "EnqueueMail", "actionSlotId": "send-mail", "destinationSlotId": "primary-mailbox", "calloutProfileOwnerPack": "gmail-connected-mail-connector", "calloutProfileBusinessKey": "gmail-connected-mail-connector/gmail-delivery", "mailCompletion": { "recipientAddressField": "Email", "recipientOptOutField": "HasOptedOutOfEmail", "activity": { "objectApiName": "Task", "sourceRecordField": "WhoId", "subjectField": "Subject", "activityDateField": "ActivityDate", "statusField": "Status", "priorityField": "Priority", "bodyField": "Description", "ownerField": "OwnerId", "typeField": "Type", "subtypeField": "TaskSubtype", "fixedSubject": "Email", "fixedStatus": "Completed", "fixedPriority": "Normal", "fixedType": "Email", "fixedSubtype": "Email" }, "message": { "objectApiName": "EmailMessage", "activityIdField": "ActivityId", "fromAddressField": "FromAddress", "toAddressField": "ToAddress", "ccAddressField": "CcAddress", "bccAddressField": "BccAddress", "subjectField": "Subject", "textBodyField": "TextBody", "htmlBodyField": "HtmlBody", "attachmentIdsField": "AttachmentIds", "incomingField": "Incoming", "statusField": "Status", "messageDateField": "MessageDate", "fixedIncoming": false, "fixedStatus": "3" } } } }, "requiredPermissions": [ "ApiEnabled" ], "targetObjects": [ "Contact", "Lead" ], "legacyNames": [ "taskEmail" ], "headerFallbackEligible": false, "isAtomic": true, "sortOrder": 30, "inputs": [ { "apiName": "requestId", "dataType": "string", "isRequired": true, "uiMode": "hidden", "sortOrder": 0 }, { "apiName": "recordId", "dataType": "id", "isRequired": true, "uiMode": "hidden", "sortOrder": 10 }, { "apiName": "objectApiName", "dataType": "string", "isRequired": true, "uiMode": "hidden", "sortOrder": 20 }, { "apiName": "subject", "dataType": "string", "isRequired": true, "label": "Subject", "sortOrder": 30 }, { "apiName": "body", "dataType": "string", "isRequired": true, "label": "Plain Text Message", "sortOrder": 40 }, { "apiName": "cc", "dataType": "string", "isRequired": false, "label": "Cc", "sortOrder": 50 }, { "apiName": "bcc", "dataType": "string", "isRequired": false, "label": "Bcc", "sortOrder": 60 }, { "apiName": "htmlBody", "dataType": "string", "isRequired": false, "label": "HTML Message", "sortOrder": 70 }, { "apiName": "attachments", "dataType": "id", "isCollection": true, "isRequired": false, "label": "Attachments", "sortOrder": 80 } ], "outputs": [ { "apiName": "intentId", "dataType": "string", "sortOrder": 0 }, { "apiName": "deliveryState", "dataType": "string", "sortOrder": 10 }, { "apiName": "failureCode", "dataType": "string", "sortOrder": 20 } ], "inputGuards": [] } ]