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            Media | Media Opportunity Summary

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            Media | Media Opportunity Summary

            Summarizes media opportunities with actionable information such as closure risks, advertiser or agency sentiment, current stage, and next best steps.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
            User Permissions Needed
            To run prompt templates: Execute Prompt Templates
            To summarize media opportunities: Media Cloud Base User permission set
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name MediaOpportunitySummary
            Reference Action Type Prompt Template
            Reference Action Summarize Media Opportunity (einstein_gpt__summarizeOpportunityMedia)
            Does this action execute one or more prompt templates? Yes

            Media Opportunity Summary and Prompt Template

            This agent action calls the Summarize Media Opportunity prompt template of type Record Summary to generate summaries for media opportunities. The prompt template uses the Add Media Opportunity Summary to Prompt Template (Beta) flow to find the information to summarize. The prompt template uses information from the opportunity and its related ad opportunities, quotes, ad quotes, and tasks to summarize the opportunity. If the flow provides the prompt template with information from multiple related quotes, ad quotes, and tasks, the prompt template prioritizes summarizing information from the latest records.

            Guidelines and Considerations

            • The summary that the action generates is dependent on the information that's available in the opportunity and its related records.
            • The summary that's generated is restricted to 200 words.

            See Also

             
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