Create REST-Based Smart Actions

You can create custom smart actions that directly call a service, without any UI.

To create a REST-based smart action:

1. Enter into a sandbox that's enabled for Application Composer.

2. In Application Composer, click Smart Actions, available under Common Setup.

3. On the Smart Actions page, click Create.

   Application Composer displays the Create Smart Action guided process in a new browser tab.

4. On the Kind of Action page:

   1. Click REST-based action.

   2. Click Continue.

5. On the Basic Details page:

   1. In the Name field, enter a display name for the action.

   2. In the Object field, select the object for which you're creating the action.

   3. In the Action ID field, accept the automatically generated value or enter a unique value.

      This value must be unique across all smart actions.

   4. If you want REST-based smart actions to update multiple records at once, then select the Mass Action switch.

   5. Click Continue.

6. On the Availability page:

   1. In the Application field, select the application where the action will display. Available values include Help Desk, Routines, Sales, Service Center, and Workspace.

   2. In the UI Availability field, select the UI where the action will display in addition to the Action Bar. For example, select List page.

      Note: For the smart action to be available in Orchestration automation steps, in the Application field, select Sales and in the UI Availability field, select Sales Orchestration.

   3. In the Role Filter field, optionally select the custom roles that can view the action.

      If you don't select a role, then the action will be available to all roles.

   4. In the Condition region, optionally set conditions for the action to appear, such as only if a certain field's value is set to a particular value. For example, show a smart action only if a lead's status is Hot.

      • Define one or more conditions in a group.

      • You can define one or more groups of conditions.

      • Click + Add to add a condition.

        In the Attribute field, start typing an attribute name and select from the available list. The list of attributes in this field includes all REST-enabled attributes.

        Enable attributes in your Adaptive Search setup to ensure this smart action condition works on list pages and in Workspace.

      If you don't specify a condition, then the action will always be available based on other parameters that you specify, like role and application.

   5. If you want to restrict the smart action to specific parent objects, then enter the object names in the Context region, Parent Object field.

   6. Click Continue.

7. On the Action Details page, enter the REST request details:

   1. In the Path and Method fields, select the REST request details.

      If the path includes action, then these two additional fields display to indicate if the REST API response is a URL and whether to open the URL in either a new browser tab or the same browser tab.

      • Object function returns a URL

      • Browser Window Target

   2. In the Path Parameters and Request Body Parameters regions, specify parameter details as needed.

   3. Click Continue.

8. On the Confirmation Message page:

   1. Enter primary and secondary messages as well as continue and cancel button labels that display to users in a confirmation dialog before the action is executed.

   2. You can also enter an optional confirmation message for display after the action is executed.

      Use the Add tokens region to include a token in your message.

   3. Click Continue.

9. On the Review and Submit page, review the action's configuration and click Submit when ready.