---
schema_version: "1"
id: f477c4f369870ec5a93f5ac4753fcdee31c48b15f60f3a009545f8d19c99ad28
title: Configure Consumer Goods Cloud Generative AI Invocable Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_configure_settings_for_invocable_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_settings_for_invocable_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4208d4b42d1c69ad5bea34673b82a78a6dd1537e7e758e7297b79df77a14f760
description: Configure the custom system settings for Apex variables in the out-of-the-box Apex classes shipped with the Consumer Goods Cloud managed package. These settings determine the number of records fetched from the objects and are used by the prompts. Perform this task only if you want to modify the default configurations for the variables in the invocable actions.
products:
  - Consumer Goods
release: "264"
---
# Configure Consumer Goods Cloud Generative AI Invocable Actions

Configure the custom system settings for Apex variables in the out-of-the-box Apex classes shipped with the Consumer Goods Cloud managed package. These settings determine the number of records fetched from the objects and are used by the prompts. Perform this task only if you want to modify the default configurations for the variables in the invocable actions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Consider Goods Cloud, Agentforce for Consumer Goods and the <a href="https://help.salesforce.com/s/articleView?id=ind.cg_licenses_embeddedai.htm&amp;release=264.0.0&amp;type=5" title="To prepare your Salesforce org for the generative AI capabilities available in Consumer Goods Cloud, make sure you have the required licenses for your Salesforce org.">required add-ons</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d82133e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e73 ">To save changes to Apex classes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e73 ">
              <p>Author Apex</p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;">CGCloud Business Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

To configure the Apex class settings:

1. In Setup,find and select **Custom Settings**.
2. Find System Setting, and then click **Manage**.
3. Select the system setting you want to modify and click **Edit**.
4. Modify the Value field of the setting, depending on the amount of data to be summarized.
5. Save your changes.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d82133e160">Apex Class or Invocable Action Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d82133e163">Apex Class Label</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d82133e166">System Setting</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d82133e169">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d82133e172">Default Value</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Apex Class or Invocable Action Name" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d82133e160 ">GenAIAccountSummaryComplianceData</td>

            <td data-label="Apex Class Label" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d82133e163 ">Get Compliance Data</td>

            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Account_Summarization_Visits</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the number of recent visits to consider for account
              summarization.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Visits_Months</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the months of past visits used to compute the visit compliance data
              in the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_CustomerTasks_Months</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">
              <p>Specifies the months to compute the customer tasks compliance data in account
                summary. </p>
              <p style="margin-bottom:0;">Example: The due date is n months before or after today’s date, or the
                creation date is n months before today’s date.</p>
            </td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="Apex Class or Invocable Action Name" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d82133e160 ">GenAIAccountSummaryPerformanceData</td>

            <td data-label="Apex Class Label" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d82133e163 ">Get Performance Data</td>

            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Orders_Months</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the months of past orders used to compute the order performance data
              in the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Percent_Products</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the percentage of highest- and lowest-performing products to compute
              the order performance data in the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">20</td>

          </tr>
          <tr class="">
            <td data-label="Apex Class or Invocable Action Name" class="slds-cell-wrap" rowspan="5" style="vertical-align:top;" headers="d82133e160 ">GenAIAccountSummaryHealthAssessmentData</td>

            <td data-label="Apex Class Label" class="slds-cell-wrap" rowspan="5" style="vertical-align:top;" headers="d82133e163 ">Get Health Assessment Data</td>

            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Account_Summarization_Visits</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the number of recent visits to consider for account
              summarization.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Visits_Months</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the months of past visits used to compute the visit compliance data
              in the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_CustomerTasks_Months</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">
              <p>Specifies the months to compute the customer tasks compliance data in account
                summary. </p>
              <p style="margin-bottom:0;">Example: The due date is n months before or after today’s date, or the
                creation date is n months before today’s date.</p>
            </td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Orders_Months</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the months of past orders used to compute the order performance data
              in the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Percent_Products</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the percentage of highest-and lowest-performing products to compute
              the order performance data in the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">20</td>

          </tr>
          <tr class="">
            <td data-label="Apex Class or Invocable Action Name" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d82133e160 ">GenAIWarehouseInventoryDeviations</td>

            <td data-label="Apex Class Label" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d82133e163 ">Get Inventory Deviations Data</td>

            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Account_Summarization_Orders</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the number of recent orders to consider for account
              summarization.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
          <tr class="">
            <td data-label="System Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e166 ">Acct_Sum_Orders_Days</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e169 ">Specifies the days of past orders used to compute the order compliance data in
              the account summary.</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d82133e172 ">5</td>

          </tr>
        </tbody>
      </table>

After you change the settings, preview the prompt output to make sure that the latest setting values are picked up.

#### See Also

- [Salesforce Help: Manage Apex Classes](https://help.salesforce.com/s/articleView?id=platform.code_manage_packages.htm&type=5&language=en_US)