Actions Flow

Create a work process flow to define a sequence of events that should run if the set criteria is met.

Action Flow Library

Create actions and flows that can be used once off, across a variety of projects, or use a best practice flow template.

Layout Actions

Add, reorder, and remove action layouts to configure how your documents look and what displays to users when they complete specific actions.

User Interaction

View the complete path the user takes when navigating through a form or using a product.

Element Interactivity

Create elements that users can engage with to trigger a specific flow.


Use the menu to as edit, close, save, turn off, delete, zoom in, zoom out, and fit to view.

Salesforce Actions

Loop Actions

Configure loop actions to evaluate actions one by one until a specific condition is reached

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