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Guided Selling
Salesforce Administration
APIs and Programmatic Operations
Automation APIs

Automation APIs

Roles:
Salesforce AdministratorSalesforce Developer

Guided Selling Automation APIs are supported interfaces intended for repeatable customer automation through Salesforce Flow or Apex.

Use these APIs when your automation needs Guided Selling to perform product behavior such as creating, completing, or skipping actions.

Whenever a supported API exists, use it instead of directly changing Guided Selling package-managed status or progression fields.

Complete Participant Action
Programmatically mark participant actions as complete
Skip Participant Action
Programmatically defer or skip participant actions
Create Quick Action
Programmatically create quick actions that don’t belong to a sequence