Gets completed visits for the account based on the preconfigured visit types in Retail
Execution. The action supports two scope modes: returning only the most recent completed visit or
returning all completed visits within a specified date range. Each retrieved visit includes
associated details of store audits, product surveys, and asset audits.
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.
|
Action Details
| API Name |
GetReVisitsByAccount |
| Action Type |
Standard Action |
| Reference Action |
Get Retail Execution Visits By Account |
| Reference Action Type |
Invocable Action |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Agentforce Setup in Retail Execution |