Generates a summary of the performance of a sales agreement, including the deviations
between the planned and actual quantity and revenue values in the sales agreement.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Manufacturing add-on or included
in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for
Manufacturing add-on to access the action.
|
Considerations
The generated summary includes the top 3 products with the highest cumulative deviations.
For each product, up to 5 schedule deviations, such as months with the highest variance, are
displayed. These limits apply even if the sales agreement schedule extends beyond five
months. This default configuration is set to ensure performance and stay within LLM context
limits, and it applies regardless of the agreement’s size or duration, unless customized.
