Net Zero Cloud | Draft Snippet For Question

Answers queries that originate from assessment question records directly associated to a document clause record. These include providing information relevant to environmental, social, and governance (ESG) reporting.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name DraftSnippetForQuestion
Does this action execute one or more prompt templates? No
Required Setup Agentforce for ESG Reporting

Guidelines and Considerations

  • The product is only available in English.
  • All calls are currently sent to OpenAI models.
  • Data Cloud One isn't supported.
  • Row-level access control isn't enforced for Data 360. This means the Reporting Agent may read documents uploaded by all users.