Identifies and suggests a value for the Next Step field on an opportunity. This action is intended for use with Agentforce Pipeline Management.
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. | |
Action Details
| API Name | SuggestOppNextStep |
| Reference Action Type | Prompt Template |
| Reference Action | recommendNextStepForOpp |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Set Up Agentforce Pipeline Management |
Suggest Next Step for Opportunity and Prompt Templates
This agent action calls the Recommend Next Step for Opportunity prompt template, which generates a Next Step field update suggestion for an opportunity based on information such as call transcripts, emails, and notes.
You can clone and modify the Recommend Next Step for Opportunity prompt template to create a field update suggestion action for custom or other opportunity fields
Guidelines and Considerations
- In the Agentforce panel, this action can only be initiated through the Sales Management agent.
- If you remove this action, the agent can’t give suggestions for updating the Next Step field on an opportunity.