Supported Objects and Associated Actions for Sales Routines

Sales administrators and users with the appropriate access privileges can view and create routines from the routines dashboard. Other sales users can get access to configure and manage routines based on granting the appropriate functional privilege to their roles.

The following table lists the supported sales parent objects and their predefined associated action types for sales routines:

Supported Sales Parent Objects for Routines and Associated Action Types

Parent Object	Action Type
Account	Field Update Create Task Send Email
Activity	Field Update Send Email
Asset	Field Update
Business Plan	Field Update Send Email
Campaign	Field Update
Case	Field Update Send Email
Contact	Field Update Create Task Send Email
Conversation	Field Update
Custom Objects	Field Update Send Email - available only if email annotations is enabled
Household	Field Update Send Email
Interaction	Field Update Close Activity Send Email
Opportunity	Create Quote Note: You must have Quotes configured to create a quote from the opportunity. Create Task Field Update Send Email
Partner	Field Update
Partner Enrollments	Field Update Send Email
Product	Field Update
Product Structure	Field Update
Quotes and Orders	Field Update Create Proposal
Resource	Field Update Send Email
Sales Competitor	Field Update
Sales Lead	Field Update Convert Create Task Send Email
Service Request	Field Update Send Email
Subscription	Field Update Send Email

Note: Not all the supported objects are sales objects. For example, Partner and Partner Enrollments are only pertinent for Partner Relationship Management, and Service Request are specific to Fusion Service. You can also access and manage any custom objects or custom child objects that your administrator created in Application Composer.

The following table lists the supported child sales objects and their predefined associated action types for sales routines:

Supported Sales Child Objects for Routines and Associated Action Types

Child Object	Action Type
Component	Field Update
Conversation Message	Field Update Close Activity
Conversation Reference	Field Update
Custom Child Objects	Field Update Send Email - available only if email annotations is enabled
Interaction Reference	Field Update Close Activity
Opportunity Contact	Field Update Send Email
Opportunity Revenue	Field Update Send Email
Sales Lead Contact	Field Update Send Email

Use Custom Smart Actions Routines

As a sales administrator, you might want to create a routine to use object functions on both standard and custom objects. You can now use custom smart actions to perform custom processes in routines, such as API or object function calls. For example, if a lead owner doesn't have a sales representative role, then you can create a custom smart action to remove the owner so the lead gets reassigned. Other examples of where a custom smart action could be used in routines might be if you want to update a custom field with a formula.

You can create custom smart actions for routines as needed in Application Composer. Any custom smart actions that you create will show in your routines only if you selected Routines in the Application as shown is this sample Create Smart Action page.

See Overview of Smart Actions for information about how to use and create smart actions.

Object functions are groovy scripts that are defined for an object in Application Composer and are created in a sandbox. See the Object Functions section of the Configuring Applications Using Application Composer guide for more information about object functions.

Note: Object functions are only callable by event routines and Accounts and Contacts don't support object function calls.