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Smart actions

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Smart actions connect Field to other systems and to custom logic. They might open a web page or another app, run JavaScript on the device (ENGINE), call a Salesforce Apex REST endpoint (APEX), fire AVA prompts, or use a DEEPLINK URI. Both manual and automatic smart actions are supported.

Automatic triggers are tied to steps such as order start, cart submit, or checkout-configure keys such as AutoActions in mobile JSON; see Auto Smart Actions for trigger names and examples.

Manual actions appear where your administrator places them-for example the side menu, the three-dot menu on the Field console, Configurable CTA widgets, or guide tasks.

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