Summarizes media opportunities with actionable information such as closure risks,
advertiser or agency sentiment, current stage, and next best steps.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developerr Editions with the Agentforce for Media add-on or included in
Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media
add-on to access the action.
|
Action Details
| API Name |
MediaOpportunitySummary |
| Reference Action Type |
Prompt Template |
| Reference Action |
Summarize Media Opportunity (einstein_gpt__summarizeOpportunityMedia) |
| Does this action execute one or more prompt templates? |
Yes |
Media Opportunity Summary and Prompt Template
This agent action calls the Summarize Media Opportunity prompt template of type Record
Summary to generate summaries for media opportunities. The prompt template uses the Add
Media Opportunity Summary to Prompt Template (Beta) flow to find the information to
summarize. The prompt template uses information from the opportunity and its related ad
opportunities, quotes, ad quotes, and tasks to summarize the opportunity. If the flow
provides the prompt template with information from multiple related quotes, ad quotes, and
tasks, the prompt template prioritizes summarizing information from the latest records.
Guidelines and Considerations
- The summary that the action generates is dependent on the information that's available
in the opportunity and its related records.
- The summary that's generated is restricted to 200 words.
