Tuesday, February 4, 2020

Guided Action in Salesforce

Guided Actions, in Lightning, help a user to get more insights while working on a complex business process and such that the data being captured is per the requirements and also, when more than one user/team (group/queue) are working on the same record one after the other.

Guided Actions are added under the component name - "Actions & Recommendations" in Lightning App Builder.
NOTE: This doesn't show up on Home Page



The Guided Action is invoked through Process Builder by creating a record of type RecordAction, the type can be a QuickAction or a Flow (we are dealing with Flow type here):
The various fields used are:
Action : Flow API Name
Action Type : Flow (Used) / QuickActions
Order : the order in which you want to show the Action type (when more than one Guided Action is to be shown)
Parent Record Id : The record on which the flow actions  would be saved on completion
Hide/Remove Action in UI : When False, user doesn't have the option to Hide the Action from Page
Pinned : To pin the action on UI
Is Mandatory : This comes up with an Asterisk mark before the Action, shown as Mandatory, when True.


When the condition is met, the Guided Action shows the Flow type on UI, as below: