Supported Objects and Actions

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