Salesforce Automation

Salesforce Automation Actions API

Action type discovery

Documentation GitHub OpenAPI

Documentation

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_limits.htm

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_quickstart.htm

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/authentication.htm

https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/

https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/quick_start.htm

https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/

https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_rest.meta/bi_dev_guide_rest/

https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_what_is_chatter_connect.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickstart.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_resources_overview.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_rate_limits.htm

https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_composite.htm

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_intro.htm

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_restrequest.htm

Specifications

https://raw.githubusercontent.com/api-evangelist/salesforce-automation/refs/heads/main/openapi/salesforce-automation-actions-api-openapi.yml

Schemas & Data

https://raw.githubusercontent.com/api-evangelist/salesforce-automation/refs/heads/main/json-schema/salesforce-automation-flow-schema.json

Other Resources

https://raw.githubusercontent.com/api-evangelist/salesforce-automation/refs/heads/main/json-ld/salesforce-automation-context.jsonld

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/rest_rns.htm

PostmanCollection

https://www.postman.com/salesforce-developers/workspace/salesforce-developers/overview

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_best_practices.htm

Developer Guide

https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_intro.htm

Flow Object Reference

https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_flow.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference.htm

Developer Guide

https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_what.htm

https://trailhead.salesforce.com/content/learn/modules/change-data-capture/understand-change-data-capture

Standard Actions Reference

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_standard.htm

Custom Actions Reference

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_custom.htm

https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_flow.htm

Launch a Flow from REST API

https://help.salesforce.com/s/articleView?id=sf.flow_distribute_system_rest.htm&language=en_US&type=5

Developer Guide

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_composite_resources.htm

Composite Batch

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_batch.htm

Composite Graph

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_resources_composite_graph.htm

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_samples.htm

OpenAPI Specification

openapi: 3.1.0
info:
  title: Salesforce Analytics (CRM Analytics) REST Actions API
  description: REST API for accessing and managing CRM Analytics (formerly Tableau CRM / Einstein Analytics) resources including datasets, lenses, dashboards, and dataflows. Enables programmatic access to analytics metadata, query execution, and dashboard management. Uses the Wave API resource at /services/data/vXX.0/wave.
  version: '63.0'
  contact:
    name: Salesforce Developer Support
    url: https://developer.salesforce.com/support
    email: developer@salesforce.com
  license:
    name: Salesforce API Terms of Use
    url: https://www.salesforce.com/company/legal/agreements/
servers:
- url: https://{instance}.salesforce.com/services/data/v63.0/wave
  description: Salesforce production or developer instance
  variables:
    instance:
      default: yourInstance
      description: Your Salesforce instance identifier
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Actions
  description: Action type discovery
paths:
  /actions:
    get:
      operationId: getActionTypes
      summary: List available action types
      description: Returns a list of all available action types including standard, custom, and flow actions. Action types include standard (Salesforce-provided), custom (Apex invocable actions), and flow (autolaunched flows).
      tags:
      - Actions
      responses:
        '200':
          description: List of action types
          content:
            application/json:
              schema:
                type: object
                properties:
                  standard:
                    type: string
                    description: URL for standard actions
                  custom:
                    type: string
                    description: URL for custom actions
components:
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://login.salesforce.com/services/oauth2/authorize
          tokenUrl: https://login.salesforce.com/services/oauth2/token
          scopes:
            api: Access and manage your Salesforce data
            wave_api: Access CRM Analytics REST API resources
    bearerAuth:
      type: http
      scheme: bearer