Creates a root cause summary for an incident based on related and similar records, past
incidents, configuration items, knowledge articles, and activities. This helps incident managers
understand and record the reasons for the issue, serves as grounding data for other agent
actions, and helps the team prevent similar issues in the future.
Required Editions
| Available in: Lightning Experience |
| Available in: Unlimited Edition with Agentforce for Service add-on
license. Requires each user to have the Agentforce for IT Service Desk add-on to
access the action. |
Action Details
| API Name |
CreateIncidentRootCauseSummary |
| Reference Action Type |
Flow |
| Reference Action |
Create Incident Root Cause Summary |
| Does this action execute one or more prompt templates? |
Yes |
