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            Automotive | Summarize Financial Account for Customer

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            Automotive | Summarize Financial Account for Customer

            Summarizes the financial account for automotive industry use cases, with details such as the financial account’s parties, statements, fees, balances, transactions, and vehicles.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizeFinancialAccountForCustomer
            Reference Action Type Prompt Template
            Does this action execute one or more prompt templates? Yes
             
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