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Employee Expense Management Subagent

Streamline the expense submission and approval process through the HR Service Portal.

Required Editions

View supported editions.
User Permissions Needed
To enable agents in Salesforce:

Manage AI Agents AND Employee Service: Agentforce

OR

Customize Application
To build and manage HR service agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

Subagent Details

This topic contains potentially sensitive actions. To use this topic, customize this action according to your business’s security requirements. See Maintain Trust with Agentforce Actions.

To set up the topic, ‌replace placeholder values in the instruction with relevant values. Use placeholder as the value for category IDs, GetExpenseItem named credential, GetPastExpenseReports named credential and the service definition ID for Submit Expense Report.

API Name EmployeeExpenseManagement
Included Agent Actions

Get Expense Items

Get Past Expense Reports

Submit Expense Report

Examples of Utterances Classified to This Topic

  • “I need to submit a new expense.”
  • “Can I view my past expenses?”

Considerations

  • To set up the topic, replace placeholder values in the instruction with relevant values. Use placeholder as the value for category IDs, named credential, and the service definition ID for Submit Expense Report.
  • Category ID is ‌the list of expense categories. Add a comma-separated list of expense category IDs.