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Configurable Actions

  • Updated

Actions are configured to support your sales process and Salesforce usage. They provide utility directly in the Pipeline Review app for users to review and manage their deals and update other information.  The actions appear in action menus throughout the app, including in List View rows, Kanban Cards, and Opportunity Popovers.

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In the Akoonu Setup app you can change the labels, reorder, add, edit, and activate/deactivate Actions.  They are similar to QuickActions in native Salesforce, and can be one of five types: Lightning Flow, Lightning Component, View record, Edit Record, and Navigate to a URL.

Set the Action Set to "Opportunity Rows and Cards" for the action to be in the Action Menu in user interface. Leave the Action Set to "None" for actions you wish to access programtically from custom components, but not to expose in the menu.

Actions can act on the Opportunity object, or any related objects, and illustrated in the examples below.

 

Action Types

View/Edit Record

This action will open the Action Record either in a modal or in a new browser tab.  The Action Record can be set to the Opportunity itself, or any related Object (i.e. Account).  You can choose to open in the standard Salesforce modal, or open a new tab to the standard full page for the object.

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 Create Record

This action will initiate the creation of a new record of the specified type. For objects with Record Types, you may optionally pass the Record Type Developer Name. Default Values can be defined in the Advanced Configuration as a JSON attribute named 'defaultValues'. Values may be static values, or Action Record data by refering to field names in braces.

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Here is an example action configuration to create a new Task of type "Sales Action" with two fields preset:

Object Type
Task

Record Type
Sales_Action

Advanced Configuration
{ "defaultFieldValues":
    { 
      "WhatId":"{Id}", 
      "Description":"New Sales Action" 
    }  
}

 

Lightning Component

This action will launch a Lightning component in a modal window.  You may choose any Lightning Component so this is a great way to add more information and utility directly into the interface.  

The component must defined as access="global" to allow for instantiation within the Pipeline Review app.

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The ID of the Action Record will be passed to the component as an attribute named recordId.  The Action Record can be set to the Opportunity itself, or any related Object (i.e. Account).  

 

Flow

Flow actions will launch the specified Flow. Input Variables can be defined in the Advanced Configuration as a JSON attribute named 'inputVariables'. Values may be static values, or Action Record data by referring to field names in braces.

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The Action Record's ID will automatically be passed as a recordId Input Variable to the Flow.

For example, this action might launch a Flow to add a comment to an Opportunity.

Action Record
Opportunity

Flow
Add_Comment

Advanced Configuration
{ "inputVariables": 
  [ 
    {  
      "name":"title", 
      "type":"String", 
      "value":"Title Text" 
    }, 
    { 
      "name":"oppStage", 
      "type":"String", 
      "value":"{StageName}" 
    } 
  ] 
}

 

Navigate to URL

 

 

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