B2B Commerce | Get Account Revenue Trend

Identifies accounts with declining year-over-year revenue for a specific store. Use this action to monitor account health and proactively reach out to at-risk customers by tracking revenue trends, order frequency, and average order value, helping you protect revenue and strengthen customer relationships before accounts churn. This action requires Salesforce Data Cloud.

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 GetAccountRevenueTrend
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No
Required Setup Agentforce Skills for Merchandising for Commerce