Generates an executive brief using details in a given account record.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| User Permissions Needed | |
|---|---|
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | CreateAnExecutiveBrief |
| Reference Action Type | Executive Brief prompt template |
| Reference Action | CreateAnExecutiveBrief |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Set up and manage Agentforce in Slack |
Create an Account Executive Brief and Prompt Templates
By default, this agent action uses the Create an Executive Brief prompt template to summarize a provided account record. The action then passes the summary to the Create a Slack Canvas action to create the brief.
If you like, you can create your own prompt template to customize the format of the output. After you create your prompt template, change the instructions in the General Slack Subagent to reference your new prompt template. Be sure to add the Create a Slack Canvas, Update a Slack Canvas, and Share Slack Canvas actions.