Program and Case Management | Create Referral
Generate a referral record that includes all of the required fields.
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 Referral action: | Case Referral permission set |
Action Details
| API Name | CreateReferral |
| Reference Action Type | Flow |
| Reference Action | Create Referral (createReferral) |
| Does this action execute one or more prompt templates? | No |
Guidelines and Considerations
- You can update a referral immediately after creation. Otherwise, use the Referral name (auto number) to find the referral that you want to update.
- Include key words in your requests to the agent, such as refer or referral, to help the agent find the right topic.
- Clear your agent conversation history between participants to avoid confusion.
- 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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