Retrieves a performance summary from BambooHR for the current user. This includes all of their performance goals including title, status, percent complete, due date, and description for each goal.
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 | GetPerformanceSummary |
| Action Type | Standard |
| Reference Action Type | Flow |
| Reference Action | Get Performance Summary |
| Inputs | NA |
| Outputs | Aggregate Goals, Status |
| Does this action execute one or more prompt templates? | No |
Examples of Utterances that Trigger This Action
- "Show me my performance summary."
- "Summarize my performance."
- "Get my performance summary from BambooHR."