When you design a workflow, you set it to create and update records in Salesforce. That's when you need to use the Question actions, or actions in the Workflow settings

General concept

Basics

  • Each workflow creates/updates a record in Salesforce : the Main Action
  • Actions can also be used to create additional records, possibly in different objects like tasks or events
  • Fields of these records are updated using Question actions or if automated, then Workflow actions  
  • Each question must have a Salesforce action and Target defined

Automation

Before creating actions you should be aware of several automations that already exist to simplify your work.

  • The updating of contact/lead standard fields (everything captured from the business card) is already set when you use the business card scanner or camera component.
  • Zero Keyboard tries automatically to link objects between them.
    Example: if your link record is a contact and you create a task in the same workflow, the task will be linked to the contact without any setting needed.
  • If a workflow is called from a particular record (note of an event, call logging of a contact) the created record will be linked to this original record if it a standard object. 

Actions settings

To define an action you need to set several mandatory values:

Action

  • Create : will create a record of the selected object (see below). If set on a question it will do it whatever the answer (even no answer) except if the component used is Signal or numpad.
  • Update : will let you update a field of the link record, a record created through an action, the original record you started the workflow from.
  • Lookup : When you want to search for a record of another object inside the workflow

Object

  • Choose the object that should be the target of the action

Field

  • If your action is an update choose which field to update 

Value (update action only)

  • on workflow level actions : you have to set manually the value. This value can be fix or dynamic.
  • on question level actions the value is automatically set: it's the answer to the question.

Target (update action only)

  • Object in main action has to be used if you update the main record created/updated by the workflow.
  • Object not in main action is to be used when you update a field of a record created by another action.
  • All objects is only used if you create/update 2 records in the same object and want them to share an identical value.
    Example: You create 2 tasks, what happened and what is to be done, but you link both tasks to the same opportunity. 
  • Question : this option is only available if there's a question with a search component, and if the object of the action is the same as the one set in the other question.
    Example: in the first question you ask the user to select a question, and in the following question you update a field of the record selected in the first question.
Did this answer your question?