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Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Revenue | Explain Invoice Line

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Revenue | Explain Invoice Line

Provides a detailed, easy-to-understand explanation of a specific invoice line, including the purpose of the charge, the billing reason, and the calculation method.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license with the Agentforce Employee Agent add-on. When accessed through Experience Cloud, it also requires the Agentforce Service Agent add-on. Contact your Salesforce account executive for more information.

User Permissions Needed
See Common User Access for Standard Agent Actions.

Action Details

API Name	InvoiceLineExplanation
Reference Action Type	Prompt Template
Reference Action	Explain Invoice Line
Does this action execute one or more prompt templates?	No
Required Setup	Setup Agentforce for Revenue

Summary

The Explain Invoice Line action provides a detailed, easy-to-understand explanation for a specific invoice line. Use this action to get a breakdown of any charge; understand its calculation with clear categorization for recurring, one-time, or usage-based items; and view a complete breakdown that includes hidden components, such as proration, credits, and taxes.

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