Work-Relay DocumentationCore Design and ExecutionGlobal Actions and Action Groups Using ActionsHow to Execute Action/Group From the Salesforce Process or Workflow

How to Execute Action/Group From the Salesforce Process or Workflow

You can trigger Work Relay Action or Work Relay Action Group from your Salesforce Process or Flow

  • Create an Action/Action group you want to execute from the Process/Flow. See details at Actions/Action Groups.
  • Add new Action to your Salesforce Process/Flow with type set to 'Apex'.
  • Select 'Execute Work-Relay Action' as an Apex Class.
  • The Action/Group ID or Name - pass Action/Action Group Id or Name. 
  • The Source Record ID - If your action have source object you should pass source record Id.
  • The Initial Variables - pass variables to you Action in JSON format.

In Salesforce Flow make sure to create variables to pass them to the action as parameters:

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