When configuring an Action, you can choose from various predefined Step Types to build complex logic without writing custom code. Steps can be organized into groups and executed sequentially.

Step Creation

You can create step in both ways:

Option 1: From Dashbaord

1. Open Breezz App.
2. Go to Breezz Setup Tab.
3. Click Create Step button.

Option 2: From Sidebar

1. Open Breezz App.
2. Go to Breezz Setup Tab.
3. Click Step Groups button
4. Click chosen Step Group and click Add Step button.

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Step Configuration

Basic Configuration

General Details:

• Parent Group: Realted Breezz step group configuration. If Step is added directly from Step Group tab, its automatically fullfiled.
• Name/Step Config Name: Generated automatically once the Action Configuration and Parent Group are populated.
• Description: A description of the functionality’s underlying logic.
• Order: Determines the execution sequence within the group.
• Is Active: Determines whether the Step is active.
• Feature Availability: Binds the Step to a specific Breezz Feature Flag. For more details, see Feature Flags.
• Action Configuration (Type): Defines the core behavior of the Step. Available types include:
  • Custom: Allows custom Apex code execution.
  • Flow: Executes a Autolaunched Salesforce Flow.
  • Step Group: Executes another existing Breezz Step Group, allowing for nested logic.
  • Roll-up-Summary Field: Calculates a roll-up summary value and stores it on the parent record.
  • Create Record: Creates a new record of any standard or custom object. Context record field values can be dynamically mapped to the new record.
  • Modify Context Record: Allows direct modification of the context record.
  • Modify Record / Modify Records: Allows modification of single or multiple related records.
  • Text Field Cleanup: Provides out-of-the-box text manipulation. Available functions include: truncate, trim, uppercase, lowercase, capitalize, uncapitalize, and delete whitespaces.
  • Custom Validation: Blocks execution with an error message using either plain text or a Custom Label.
  • Generate UUID: Generates a unique UUID string for the selected object.
  • Concatenate Fields: Joins multiple field values together into one single output.
  • Run Scheduler: Triggers the execution of the Breezz Scheduler.
  • Generic Config Step: Allows the use of the Generic Config Service for advanced dynamic configurations.
  • Data Enrichment: Integrates with external APIs and AI services to retrieve external data and map the results directly to existing system records.
  • Email Validation: Validate email address format on context record.
  • Phone Validation: Verify and standardize phone number on context record.
• Is Async: Determines if the action should run asynchronously. Selecting ‘Asynchronous’ reveals the Async Configuration and Advanced Async Job Configuration sections. To know more check Steps - Async Steps

Data Loaders for Steps

⚠️ To enable advanced async job settings reach out to your Breezz contact..

Specifies classes implementing the SObjectChangeModule.DataLoader interface specific to Step. The loaded data is shared across all actions.