B2B Commerce | Get Revenue Summary

Provides store-level revenue metrics with period-over-period comparison for a specific store by querying Data Cloud. Use this action to monitor overall store performance and track growth trends by comparing current revenue against previous periods, enabling you to quickly assess store health, identify revenue acceleration or decline patterns, and make informed decisions about resource allocation, marketing investments, and strategic initiatives to drive business growth. 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 GetRevenueSummary
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No
Required Setup Agentforce Skills for Merchandising for Commerce