Generates a professional email summarizing the visit with details about the visit, regulatory code violations, enforcement actions, and regulatory fees along with their due dates and resolution notes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To execute actions in the Compliance Management agent: | Public Sector Access |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | DraftVisitSummaryEmail |
| Reference Action Type | Prompt Template |
| Reference Action |
Draft Visit Summary Email (DraftVisitSummaryEmail) |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Compliance Management with Agentforce |
Draft Visit Summary Email and Prompt Templates
This agent action calls the Draft Visit Summary Email prompt template to generate a professional email summarizing the visit details. The email highlights key regulatory code violations, enforcement actions, and any relevant fees, along with their due dates and resolution notes. The email encourages timely action on any outstanding issues.