Employees use this action to fetch the employee enablement programs that they are enrolled
in, as well as those their direct reportees are enrolled in. You need to provide the full username
(first name and last name) for this action to work. If a manager has more than 2 reportees with the
same first and last name, the action will not work and may bring data for any one of
them.
Required Editions
| User Permissions Needed |
|
| To build and manage Service Agents: |
Manage Agentforce Service Agents AND Manage AI Agents
OR
Customize Application
|
Action Details
To use this action, customize it according to your business’s
security standards. We recommend configuring your agent to confirm the requester's identity
before completing this action on their behalf. See Maintain Trust with Agentforce
Actions.
The Get Enablement Program action fetches employee enablement program details for up to 3 reportees
per manager. For each reportee, the action fetches details for up to 10 employee enablement
programs.
To fetch employee enablement program details, this action can handle up to 3 reportees per manager.
It can retrieve details for up to 10 enablement programs for all 3 reportees. If the user
requests all enablement programs or details about a specific program, the Action will only fetch
the metadata, not the assignee details or progress details for each program.
To ensure managers can view the enablement program data of their direct
reportees, create sharing settings that give managers access to the employee records of their
reportees. This ensures that managers can see the necessary data for their direct reports.
| API Name |
GetEnablementProgram |
| Action Type |
Standard |
| Reference Action Type |
Standard invocable Action |
| Reference Action |
Get Enablement Program |
| Inputs |
Filters (mandatory), User IDs, Program Name |
| Outputs |
Program Summary |
| Does this Action execute one or more prompt templates? |
No |
Examples of Utterances that Trigger This Action
- “Get me my completed enablement tasks and enablement programs.”
- “Get all the in-progress programs.”
- "Get all the tasks assigned to my reportees."
