View source for About Data Policy Actions

== About Data Policy Actions ==
Things to know:
:* Multiple data policy actions can be specified for a data policy
:* Several types of data policy actions can be executed
:* They can be invoked in any order (or reordered as needed)

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*In a Calendar Based Data Policy, all of the following actions are available
*In an Action Based Data Policy, the Activation Sequence determines which actions are available
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!Actions
!Description
!Activation Sequence 
''Before Triggering Actions'' (Pre)
!Activation Sequence 
''After Triggering Actions'' (Post)
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|[[Tasks#Add_a_Task|Create Task]]||Create a task and assign it to selected users (Record Owner, Supervisor of Record Owner, Specific User, System Administration)||||align="center"|[[File:Checkmark.gif|link=]]
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|[[Send Email]]||Send an email message based on roles; optionally, send the message to an individual email address||||align="center"|[[File:Checkmark.gif|link=]]
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|[[Record#Record_Owners|Change Record Owner]]||Change the record owner, reassigning the record and effectively managing data flow||||align="center"|[[File:Checkmark.gif|link=]]
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|[[Update|Update Record]]||Update the record; change the value of any field, using any formula you define. In addition to fields in the current record, you can specify fields in [[Lookup]]-target records using "dot notation". For example, a data policy action for an Order record could update a field in a related Customer record, like this: <tt>related_to_Customer.email_address</tt>.||||align="center"|[[File:Checkmark.gif|link=]]
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|[[Send Outbound Message]]||With this data policy action, [[REST]] messages can be sent to a valid end point || || align="center"|[[File:Checkmark.gif|link=]]
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| Post Item to Relay Feed || Post a message to a Relay Feed. (All existing feeds are available.) || align="center"|[[File:Checkmark.gif|link=]] || align="center"|[[File:Checkmark.gif|link=]]
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| Assign Follower in Relay || Assign a user as a follower of a record (Available if Relay is enabled for the object.)|| align="center"|[[File:Checkmark.gif|link=]] || align="center"|[[File:Checkmark.gif|link=]]
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| Remove Follower in Relay || Remove a user as a follower of a record (Available if Relay is enabled for the object.)|| align="center"|[[File:Checkmark.gif|link=]] || align="center"|[[File:Checkmark.gif|link=]]
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|[[Invoke a Java Method From a Data Policy|Invoke Java Method]] || Invoke a method in a Java class||align="center"|[[File:Checkmark.gif|link=]] || align="center"|[[File:Checkmark.gif|link=]]
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|'''Execute Java Code''' || Execute a custom data policy action by writing Java code and making calls to the [[Java API]] || align="center"|[[File:Checkmark.gif|link=]] || align="center"|[[File:Checkmark.gif|link=]] 
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