Get Employee Goals Action

Employees and managers use this action to retrieve and view current performance goals.

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.

This action initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists using the Escalate Confidential Complaint flow.

API Name GetEmployeeGoals
Action Type Standard
Reference Action Type Flow
Reference Action Get Employee Goals
Inputs Employee ID
Outputs Employee Goals List, Status Message, Response Code
Does this action execute one or more prompt templates? No

Examples of Utterances that Trigger This Action

  • "Show me my current performance goals."
  • "What are my active objectives for this year?"
  • "Pull up my team's goal tracking sheet."