Configure CRM Actions

CRM actions are taken on objects (both standard and Custom) to help user achieve their CRM objectives.

User should be provided with the custom permission “AllowToTakeActionOnConversation” in order to perform (access) any CRM Action.

CRM Actions can be configured in two ways:

Refer to the SMS-Magic Guide for Salesforce Admin for details on configuring the CRM Actions from Converse Settings.

CRM Actions can be configured under three objects. The table given below highlights the three objects and the relevant fields you need to customize:

Action Stores all the actions from which the user chooses
Attributes	Description
Action Name	Type the name of the action to be performed. For example, Create a lead.
Action To Perform	Add the action to be performed. For example, create a record. This is Picklist data type.
Action Type	Select the type of action to be performed. For example, Manual.
Description	Type a brief description on the objective achieved by the action.For example, this action will create a new record.
Action Parameter Define the parameters that helps user perform the actions
Attributes	Description
Action Parameter Name	Type a name for the Action parameter.
Parameter Type	Enter the parameter type. For example, Field, URL
Parameter Name	Type the name of the parameter. For example, ObjectName.
Action	Select the action that you have created under Actions setup page.
Parameter Value	Type the value of the parameter. For example, Field name or value.
Object	Type the name of the object from which the field value is retrieved.
	This is required only if you have selected the parameter value as field.
Action ObjectStores the mapping of the object and its associated actions.
Attributes	Description
Action Object Name	Type a name for the Action object (User-defined)
Action	Select the action you have created in the setup pages

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