Add Picklist Values in the RTR Report Configuration object

In the RTR Report Configuration object's Usage picklist, add a picklist value to specify that Agents can read measure values in the real-time report.

Required Editions

Available in: Lightning Experience

Available in: Agentforce 1, Einstein 1, Enterprise and Unlimited Editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses

User Permissions Needed
To add configuration picklist values: View Setup and Configuration
  1. From Setup, go to Object Manager, enter RTR Report Configuration, and then select RTR Report Configuration.
  2. Click Fields & Relationships.
  3. Click Usage.
  4. In the Values section, click New, and then add these picklist values.
    • Name: copilotaccountreportmeta

      Label: Agentforce Account Measures Metadata

    • Name: copilotpromotionreportmeta

      Label: Agentforce Promotion Measures Metadata

  5. Save your changes.