---
schema_version: "1"
id: 5d1e78525fd364bb7cdbfd0a02dd03465b244a6e7632fc0e627879753d7b3d67
title: Create Self Appraisal Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/hr_svc_create_self_appraisal.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.hr_svc_create_self_appraisal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 570f822d28662ef1b26235a7727615f3da498cb9b06c6fc2bcade33f8a012aa8
description: Drafts a rich-text self-appraisal based on performance goals and employee instructions.
products:
  - Service Cloud
release: "264"
---
# Create Self Appraisal Action

Drafts a rich-text self-appraisal based on performance goals and employee instructions.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</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="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d69145e55">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69145e58">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69145e55 ">To build and manage Service Agents:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d69145e58 ">
            <p dir="ltr">Manage Agentforce Service Agents AND Manage AI Agents</p>
            <p dir="ltr">OR</p>
            <p style="margin-bottom:0;" dir="ltr">Customize Application</p>
          </td>

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

## 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](https://help.salesforce.com/s/articleView?id=service.service_agentforce_trusted_private_actions.htm&type=5&language=en_US).

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col> <col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SelfAppraisalSubmission</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Create Self Appraisal</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Inputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Performance Goals Data, Employee Instructions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Outputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Appraisal Draft</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## Examples of Utterances that Trigger This Action

- "Draft my self-appraisal for this review cycle."
- "Write a self-assessment based on my goals."
- "Help me create my self-appraisal."