The Apex action type allows you to execute a callable Apex class within a process. This action is highly flexible and enables advanced logic or integration with other Salesforce functionalities by invoking specific Apex methods.

Key Features

• Execute complex business logic using Apex code.
• Pass inputs dynamically to the Apex method.
• Retrieve outputs for use in subsequent process steps.

Configuring an Apex Action

When adding an Apex action, you will see the following fields for configuration:

1. Common Properties

• Label:
  • A user-friendly name for the action.
  • Required field.
• Name:
  • A unique identifier for the action, used internally.
  • Required field.

2. Inputs

Inputs are the parameters passed to the Apex method. There are two types of inputs:

Predefined Inputs

• These are fields automatically determined by the action, such as:
  • Apex Class: Select the Apex class that contains the method to execute. The system will show all the callable claseses in the org
  • Apex Method: Specify the method within the selected class to call.
• You must fill these inputs correctly for the action to function.
• Both fields are mandatory.

Additional Inputs

• These are custom parameters you can define. Depends on the method you must to add the input fields for the method selected:
  • Name: The identifier of the input parameter, which must match the parameter name expected by the Apex method.
  • Type: The data type of the parameter (e.g., String, Number, Boolean).
  • Value: The actual value or variable to pass to the Apex method.

Usage Example

Scenario: Sending a Custom Notification

1. Apex Class: accountHelperClass
2. Apex Method: setAccountInactive
3. Additional Inputs:
   • AccountId:
     • Name: AccountId
     • Type: String
     • Value: {!recordId}
   • NotificationMessage: The message to send.

Best Practices

• Ensure the Apex method are properly configured to handle the inputs and return outputs.
• Always test the Apex method independently before integrating it into a process.