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            Automotive | Summarize Customer Finance Profile

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            Automotive | Summarize Customer Finance Profile

            Summarizes the financial information of an account, with details such as the account’s financial accounts, application forms, cases, and opportunities.

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