Revenue | Get Invoice Line Records
Finds specific invoice lines based on the user's request.
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 | Flow |
| Reference Action | Get Invoice Line Records |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Setup Agentforce for Revenue |
Summary
The Get Invoice Line Records agent action works in the background to identify the correct record before passing it to the ExplainInvoiceLine action for a detailed breakdown. The action identifies the relevant invoice automatically if you're on an invoice page, or it asks for an invoice document number if needed. If multiple invoice lines match your request, the action presents them as a list for you to choose from.
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