Generates a summary about a participant by using the participant record and related records.
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 run prompt templates: | Execute Prompt Templates |
| To generate the summary: | Programs Assistive AI |
Action Details
| API Name | PrepareParticipantSummary |
| Reference Action Type | Prompt Template |
| Reference Action |
Prepare Participant Summary (prepareParticipantSummary |
| Does this action execute one or more prompt templates? |
Yes Prepare Participant Summary prompt template |
Guidelines and Considerations
- Include key words in your requests to the agent, such as summarize, tell me about, overview, or how is [person] doing.
- Clear your agent conversation history between participants to avoid confusion.
- If a field's API name differs from its label, add it to the list of fields in the instructions.