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            Financial Services | Create Account Plan Objective Measure

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            Financial Services | Create Account Plan Objective Measure

            Creates an account plan objective measure record to store the performance of target metrics for an objective associated with the account plan.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To create an account plan objective measure:

            Access Banking Relationship Assistance

            AND

            Einstein for Financial Services
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateAccountPlanObjectiveMeasure
            Reference Action Type Flow
            Reference Action Create Account Plan Objective Measure
            Does this action execute one or more prompt templates? No

            Considerations

            • The action creates records automatically to keep the conversation smooth. If you need user confirmation for record creation, clone the action and add the necessary confirmation steps.
             
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