Updates the status of an AI-generated action item record. The action tracks the
lifecycle and completion state of recommendations and tasks that Agentforce Sales agent
generates. Agentforce acts on these recommendations automatically, or human users review them,
depending on org settings. Agentforce Sales Management calls this action.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Sales or Agentforce for an
Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires
each user to have the Agentforce for Sales or Agentforce for an Industry add-on to
access the actions.
|
| User Permissions Needed |
|
| To use a Sales Management agent: |
Use Agentforce Sales Management |
| To use Agentforce Pipeline Management: |
Use Agentforce Pipeline Management permission set |
| See Common User Access for Standard Agent
Actions. |
Guidelines and Considerations
- In the Agentforce panel, this action can only be initiated through the Sales Management
agent.
- This action tracks whether a user has already accepted or rejected a suggestion,
preventing duplicate actions.
- Only the agent user can create AiGenActionItem records.
- This action requires Sales Account Plans and Pipeline Management. Without them, you get
an
InvocableTarget not found error when trying to use or clone agents
that reference this action.
