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            Retail Execution Visit Assistant | Get Retail Execution Visits By Account

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            Retail Execution Visit Assistant | Get Retail Execution Visits By Account

            Gets completed visits for the account based on the preconfigured visit types in Retail Execution. The action supports two scope modes: returning only the most recent completed visit or returning all completed visits within a specified date range. Each retrieved visit includes associated details of store audits, product surveys, and asset audits.

            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 GetReVisitsByAccount
            Action Type Standard Action
            Reference Action Get Retail Execution Visits By Account
            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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