Create Quick Action

Roles:

Salesforce AdministratorSalesforce Developer

Creating a quick action can be done either via a Flow invocable or through Apex. Quick actions are actions that don’t belong to a specific sequence.

If the custom setting GS_PublicSettings__c.logging_throwExceptions__c = true, an exception is thrown when there is an error. If the setting is false, the error message is returned in the result.

Flow Invocable Action

Within the flow editor, add a new element of type Action. In Search Actions, search for: Create Quick Action.

Parameters

Label: Your Label
API Name: Your API Name
Action Name: Your Action Name
Action Type: Call, SMS or Task
Expected Execution Date: Any datetime, defaults to current datetime
Participant Id: Lead or Contact Id
Participant Ids: List of Lead or Contact Id
Configuration: Can leave blank, or provide a JSON string in the format: {"task": {"Subject": "Test Subject 3"}}
Owner Id: Can leave blank for current owner, or populate with a User Id

Apex Implementation

Example 1: Create a Call Action with Minimal Configuration

// Create a list of Quick Action requests
List<RDNACadence.QuickActionCreator.QuickActionRequest> requests = 
    new List<RDNACadence.QuickActionCreator.QuickActionRequest>();

// Example 1: Create a Call action with minimal configuration
RDNACadence.QuickActionCreator.QuickActionRequest callRequest = 
    new RDNACadence.QuickActionCreator.QuickActionRequest();
callRequest.actionName = 'Sales call';
callRequest.actionType = 'Call'; // Or SMS
callRequest.participantId = '003xxx'; // Replace with actual Contact/Lead ID
// expectedExecutionDate and ownerId will default if not provided
requests.add(callRequest);

// Call the service
List<RDNACadence.QuickActionCreator.QuickActionResult> results = 
    RDNACadence.QuickActionCreator.createQuickActions(requests);

// Process results
for (RDNACadence.QuickActionCreator.QuickActionResult result : results) {
    if (result.success) {
        System.debug('Successfully created Quick Action with ID: ' + result.participantActionId + 
                    ' for Participant: ' + result.participantId);
    } else {
        System.debug('Failed to create Quick Action for Participant: ' + result.participantId + 
                    ' Error: ' + result.errorMessage);
    }
}

Example 2: Create a Task with Complex Configuration

// Example 2: Create a Task with complex configuration
RDNACadence.QuickActionCreator.QuickActionRequest complexTaskRequest = 
    new RDNACadence.QuickActionCreator.QuickActionRequest();
complexTaskRequest.actionName = 'Product demo preparation';
complexTaskRequest.actionType = 'Task';
complexTaskRequest.participantId = '003xxx'; // Replace with actual Contact/Lead ID
complexTaskRequest.expectedExecutionDate = Datetime.now().addHours(2);
complexTaskRequest.configuration = '{"task": {"Description": "Prepare demo materials and agenda", "Priority": "Normal", "Status": "Not Started", "Subject": "Demo prep"}}';
requests.add(complexTaskRequest);

// Call the service
List<RDNACadence.QuickActionCreator.QuickActionResult> results = 
    RDNACadence.QuickActionCreator.createQuickActions(requests);

// Process results
for (RDNACadence.QuickActionCreator.QuickActionResult result : results) {
    if (result.success) {
        System.debug('Successfully created Quick Action with ID: ' + result.participantActionId);
    } else {
        System.debug('Failed to create Quick Action: ' + result.errorMessage);
    }
}

Example 3: Create an Email Action

// Example 3: Create an Email action
RDNACadence.QuickActionCreator.QuickActionRequest emailRequest = 
    new RDNACadence.QuickActionCreator.QuickActionRequest();
emailRequest.actionName = 'Followup Email';
emailRequest.actionType = 'Email';
emailRequest.participantIds = new List<Id>{'003xx1', '003xx2'};  // Replace with actual Contact/Lead IDs
emailRequest.templateId = 'a0Hxxx'; // Replace with Template Id
// expectedExecutionDate and ownerId will default if not provided
requests.add(emailRequest);

// Call the service
List<RDNACadence.QuickActionCreator.QuickActionResult> results = 
    RDNACadence.QuickActionCreator.createQuickActions(requests);

// Process results
for (RDNACadence.QuickActionCreator.QuickActionResult result : results) {
    if (result.success) {
        System.debug('Successfully created Quick Action with ID: ' + result.participantActionId);
    } else {
        System.debug('Failed to create Quick Action: ' + result.errorMessage);
    }
}

Complete Example with Error Handling

// Create a list of Quick Action requests
List<RDNACadence.QuickActionCreator.QuickActionRequest> requests = 
    new List<RDNACadence.QuickActionCreator.QuickActionRequest>();

// Example 1: Create a Call action with minimal configuration
RDNACadence.QuickActionCreator.QuickActionRequest callRequest = 
    new RDNACadence.QuickActionCreator.QuickActionRequest();
callRequest.actionName = 'Sales call';
callRequest.actionType = 'Call';
callRequest.participantId = '003xxx'; // Replace with actual Contact/Lead ID
requests.add(callRequest);

// Example 2: Create a Task with complex configuration
RDNACadence.QuickActionCreator.QuickActionRequest complexTaskRequest = 
    new RDNACadence.QuickActionCreator.QuickActionRequest();
complexTaskRequest.actionName = 'Product demo preparation';
complexTaskRequest.actionType = 'Task';
complexTaskRequest.participantId = '003xxx'; // Replace with actual Contact/Lead ID
complexTaskRequest.expectedExecutionDate = Datetime.now().addHours(2);
complexTaskRequest.configuration = '{"task": {"Description": "Prepare demo materials and agenda", "Priority": "Normal", "Status": "Not Started", "Subject": "Demo prep"}}';
requests.add(complexTaskRequest);

// Example 3: Create an Email action
RDNACadence.QuickActionCreator.QuickActionRequest emailRequest = 
    new RDNACadence.QuickActionCreator.QuickActionRequest();
emailRequest.actionName = 'Followup Email';
emailRequest.actionType = 'Email';
emailRequest.participantIds = new List<Id>{'003xx1', '003xx2'};  // Replace with actual Contact/Lead IDs
emailRequest.templateId = 'a0Hxxx'; // Replace with Template Id
requests.add(emailRequest);

try {
    // Call the QuickActionCreator
    List<RDNACadence.QuickActionCreator.QuickActionResult> results = 
        RDNACadence.QuickActionCreator.createQuickActions(requests);
      
    // Process the results
    for (RDNACadence.QuickActionCreator.QuickActionResult result : results) {
        if (result.success) {
            System.debug('Successfully created Quick Action with ID: ' + result.participantActionId + 
                        ' for Participant: ' + result.participantId);
        } else {
            System.debug('Failed to create Quick Action for Participant: ' + result.participantId + 
                        ' Error: ' + result.errorMessage);
        }
    }
} catch (Exception e) {
    System.debug('Exception occurred: ' + e.getMessage());
}

Configuration JSON Format

For Task actions, the configuration JSON can include task fields such as Subject, Description, Priority, and Status:

{
  "task": {
    "Subject": "Task Subject",
    "Description": "Task Description",
    "Priority": "Normal",
    "Status": "Not Started"
  }
}

Result Object

The QuickActionResult object contains:

success: Boolean indicating if the action was created successfully
participantActionId: The ID of the created participant action
participantId: The ID of the participant (Lead or Contact)
errorMessage: Error message if the creation failed
successfulIds: List of successfully created participant action IDs
errors: List of error messages

Last updated on January 1, 2025