Generate a benefit disbursement record that includes all required records for program enrollment and benefit assignment. If any related records are missing, the flow creates them as needed.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| Permissions Needed | |
|---|---|
| To execute actions in Employee Agent agents: | SEE THIS PAGE FOR DETAILS |
| To run flows: | Run Flows |
| To turn on Nonprofit Cloud AI Settings: | Customize Applications |
| To use the Program Management assistive AI features: | Programs Assistive AI |
| To use the Create Participant Benefits action: | Advanced Program Management permission |
Action Details
| API Name | CreateParticipantBenefits |
| Reference Action Type | Flow |
| Reference Action |
Get Participant Goal (createParticipantBenefits) |
| Does this action execute one or more prompt templates? | No |
Guidelines and Considerations
- Include key words in your requests to the agent, such as benefit or goal, especially if you have benefits and goals with similar names.
- Clear your agent conversation history between participants to avoid confusion.
- When confirming the new benefit disbursement, the user sees the fields from the compact layout. Modify the fields on the Benefit or Person Account page layouts to show different fields.
- If a field's API name differs from its label, add it to the list of fields in the instructions.
- The flow behind this action is an overridable flow. Copy and customize the flow to better fit your organization’s needs.