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.
  • Approvals - Act on SubmitRequest and WorkitemRequest for approval processes.

FAQ Image