Creates a summary of the total number of appointments that require immediate attention.
The summary is divided according to exception categories. The agent action creates a filter for
each category in the appointment list. This action is one of the actions provided by the
Agentforce: Field Service Actions feature. The categories used by the reports are
customizable.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce or Einstein for Field Service or
Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field
Service. Requires each user to have the Agentforce or Einstein for Field Service or
Industry add-on to access the action.
|
Action Details
| API Name |
SummarizeSchedulingIssues |
| Reference Action Type |
Standard Action |
| Does this action execute one or more prompt templates? |
Yes |
| Required Setup |
Einstein for Field Service
|
Summarize Scheduling Issues and Prompt Templates
This action calls the
Summarize Scheduling Issues for Field Service standard invocable action, which uses internal-only
prompt templates to create scheduling-issue summaries.
