Sends an email with the visit summary to the recipient, the primary owner, business owner, or responsible party.
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 | SendVisitSummaryEmail |
| Reference Action Type | Flow |
| Reference Action |
Email Inspection Visit Summary (EmailInspectionVisitSum) |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Compliance Management with Agentforce |