Which actions are supported?
DSP supports a wide range of standard DML operations and Apex-based actions, providing powerful flexibility for Salesforce data processing and automation.
Standard DML Operations:
- Insert - Create new records in the target object. If Match is defined, DSP only inserts when no match is found.
- Update - Modify existing records based on matching criteria.
- Upsert - Insert if no match is found; otherwise, update the matched record.
- Delete - Delete target object records.
- Undelete - Restore records from the Recycle Bin.
- Merge - Deduplicate and merge records (Accounts, Contacts, Leads, Cases, Opportunities) using Salesforce native merge functionality, while preserving relationships.
- Publish - Publish platform events.
Apex-Based Actions:
- Send Emails - Send email notifications to dynamic recipients.
- Bell Notifications - Trigger in-app Salesforce bell notifications.
- Lead Conversion - Automate converting leads into accounts, contacts, and opportunities.
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Approvals - Act on
SubmitRequestandWorkitemRequestfor approval processes.