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            Program and Case Management | Create Participant Benefits

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            Program and Case Management | Create Participant Benefits

            Generate a benefit disbursement record that includes all required records for program enrollment and benefit assignment. If any related records are missing, the flow creates them as needed.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
            Permissions Needed
            To execute actions in Employee Agent agents: SEE THIS PAGE FOR DETAILS
            To run flows: Run Flows
            To turn on Nonprofit Cloud AI Settings: Customize Applications
            To use the Program Management assistive AI features: Programs Assistive AI
            To use the Create Participant Benefits action: Advanced Program Management permission

            Action Details

            API Name CreateParticipantBenefits
            Reference Action Type Flow
            Reference Action

            Get Participant Goal

            (createParticipantBenefits)
            Does this action execute one or more prompt templates? No

            Guidelines and Considerations

            • Include key words in your requests to the agent, such as benefit or goal, especially if you have benefits and goals with similar names.
            • Clear your agent conversation history between participants to avoid confusion.
            • When confirming the new benefit disbursement, the user sees the fields from the compact layout. Modify the fields on the Benefit or Person Account page layouts to show different fields.
            • If a field's API name differs from its label, add it to the list of fields in the instructions.
            • The flow behind this action is an overridable flow. Copy and customize the flow to better fit your organization’s needs.
             
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