What kind of processes can I create using custom smart actions in 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 to update a custom field with a formula and so on.

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.

If you want attributes to be available for use in the routine Field Update action type, then they must be set to updatable in Application Composer. In addition, attributes available in the Rules section of the custom routine must also be set as searchable in Application Composer.