Setting Order of Execution for custom actions

Last updated Aug 18 2019

In this video, we will show you how to set the order of execution on your custom actions.

We will show you:

- A form we've already set up for this example, in which we create an Account, create an opportunity and then retrieve data from the Opportunity.
- How to configure a simple Create action (for the Account) 
- How to create another create an action (for the Opportunity).
- How to set up a Get action to pull data from the Opportunity.
- Make sure the "Use in custom button / action" checkbox is turned on for all of the actions.
- Select our Custom Salesforce action button and press "Set".
- Select the 3 actions from the dropdown and add them one by one.
- Map each record id to a hidden field on the form.
- Turn on the "custom execution order" option.
- Set the order for each action and save the form.
- Test the form.

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