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Retail Execution Visit Assistant | Get Retail Execution Customer Tasks By Account

Gets customer tasks that are ready or released for an account optionally within a date range.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.
User Permissions Needed
To use Retail Execution Assign one of the Retail Execution user permissions. See Permission Sets From Summer ’24
To use Retail Execution Agentforce action Access CGCloud AI Assistive Agent
For additional permissions, see User Access for Standard Agent Actions.

Action Details

API Name GetReCustomerTasksByAccount
Action Type Standard Action
Reference Action Get Retail Execution Customer Tasks By Account
Reference Action Type Invocable Action
Does this action execute one or more prompt templates? No
Required Setup Agentforce Setup in Retail Execution

See Also