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            Revenue | Get Rule-Based Product Recommendations (Beta)

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            Revenue | Get Rule-Based Product Recommendations (Beta)

            The Get Rule-Based Product Recommendations agent action returns recommended products for a quote based on configuration rules in Product Catalog Management (PCM). The action evaluates the products already added to a quote, applies relevant recommendation rules, and returns a list of recommended product IDs and names that can be used in Product Selection workflows in Agentforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.
            User Permissions Needed  
            To execute actions in Employee agents: See Manage Employee Agent Access
            To run flows: Run Flows

            Action Details

            API Name GetProductDetails
            Reference Action Type Flow
            Reference Action Get Rule-Based Product Recommendations
            Does this action execute one or more prompt templates? No
            Required Setup

            Quote Management with Agentforce

            Set Up Product Configurator

            Manage Qualification Rules for Products in Agentforce Revenue Management

            The Get Rule-Based Product Recommendations agent action can return recommendations for the entire quote or for a specific quote line item, depending on the input provided.

            The action returns product IDs, product names, and a success flag that allows the agent to present recommendations and support follow-up actions, such as adding recommended products to a quote.

            Input

            • Quote ID – The ID of the quote that the action evaluates. This value is required.
            • Quote Line Item ID – The ID of a specific product on the quote. If you provide this value, recommendations are filtered based on that line item. This value is optional.

            Output

            • Product IDs – A list of Product2 IDs that are recommended for the quote.
            • Product Names – The names of the recommended products.
            • Product Details – A structured representation of the recommended products that includes qualification results.
            • Is Successful – A Boolean flag indicating whether the action ran successfully.
            • Error Message – A string describing the error if the action fails.

            Guidelines and Considerations

            • When the action is run, the agent shows up to five recommended products.
            • Products that don't meet qualification rules are excluded from the results.
            • Recommendations are returned based on configuration rules only. If a quote has configuration errors, the agent doesn’t show rule-based recommendations or an error message.
            • Partner users can’t use this action. Only admin users can access it.
            • If admin users don’t see the Get Rule-Based Product Recommendations action in Agent Builder, add the action or remove and add the Product Selection subagent.
             
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