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            Retail Execution Visit Assistant | Get Retail Execution Orders By Visit

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            Retail Execution Visit Assistant | Get Retail Execution Orders By Visit

            Gets order information, including order header details and corresponding detailed line-item (order item) data for each order. The action gets ready or released preorders, deliveries, and invoices data for the visit, optionally within a date range.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.
            User Permissions Needed
            To use Retail Execution Assign one of the Retail Execution user permissions. See Permission Sets From Summer ’24
            To use Retail Execution Agentforce action Access CGCloud AI Assistive Agent
            For additional permissions, see User Access for Standard Agent Actions.

            Action Details

            API Name GetReOrdersByVisit
            Action Type Standard Action
            Reference Action Get Retail Execution Orders By Visit
            Reference Action Type Invocable Action
            Does this action execute one or more prompt templates? No
            Required Setup Agentforce Setup in Retail Execution

            See Also

             
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