Persona Help Center
(Account Actions is currently in Closed Beta and may not be available for all users. Please contact support for additional questions.)
What is an Account Action?
Account Actions are one-click “macros.” A macro is a series of pre-set Actions that you can set for Persona to run automatically on a given account when triggered to do so by a Workflow. Any Actions supported by Workflows or custom code can be incorporated into an account Action.
Example Actions
With Account Actions, you can run the following actions at the account level:
| Action name | Description |
|---|---|
| Run report | Run an individual or business report at the account type level |
| Update account information | Manually update fields on an account |
| Add to list | Add items such as email address, phone number, and faces to a list so you can easily keep track of bad actors |
Should I use Account Actions or Workflows?
Account Actions should be used whenever an action is not 100% automated and is dependent on the outcome of an investigation or assessment. If you want to reserve some sort of flexibility, use Account Actions instead of Workflows.
Configure custom actions
Within your selected Account Type, navigate to the Actions tab.
- Select Create Action
- Create a custom Action using the account action editor powered by workflows. For example, take actions such as Run Business Report, Create Case, Update Account Object, or Add to List.
- Save and Publish your Account Action workflow.
