Sales Agreement | Summarize Sales Agreement Performance

Generates a summary of the performance of a sales agreement, including the deviations between the planned and actual quantity and revenue values in the sales agreement.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.

User Permissions Needed
See Common User Access for Standard Agent Actions.

Action Details

API Name	SummarizeSalesAgreementPerformance
Reference Action Type	Prompt Template
Does this action execute one or more prompt templates?	Yes

Considerations

The generated summary includes the top 3 products with the highest cumulative deviations. For each product, up to 5 schedule deviations, such as months with the highest variance, are displayed. These limits apply even if the sales agreement schedule extends beyond five months. This default configuration is set to ensure performance and stay within LLM context limits, and it applies regardless of the agreement’s size or duration, unless customized.