Agentforce IT Service | Summarize Change Request

Generates a summary for a Change Request record with details such as the description, category, and subcategory. It also includes the risk score, risk level, related records, feed, knowledge, and tasks. This action is triggered when a user requests a summary, to understand the risk and impact of deploying a change request.

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.
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name SummarizeChangeRequest
Reference Action Type Prompt Template
Reference Action Summarize Change Request
Does this action execute one or more prompt templates? Yes