Summarizes the financial information of an account, with details such as the account’s
financial accounts, application forms, cases, and opportunities.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Automotive add-on or included in
Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for
Automotive add-on to access the action.
|
Action Details
| API Name |
SummarizeCustomerFinanceProfile |
| Reference Action Type |
Prompt Template |
| Does this action execute one or more prompt templates? |
Yes |
