Employees use this action to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport.
Required Editions
| View supported 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.
| API Name | GetExpenseReportItems |
| Action Type | Standard |
| Reference Action Type | Flow |
| Reference Action | Get Expense Report Items |
| Inputs | NA |
| Outputs | Expense item details |
| Does this action execute one or more prompt templates? | No |