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            Field Service | Summarize Scheduling Issues for Field Service

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            Field Service | Summarize Scheduling Issues for Field Service

            Creates a summary of the total number of appointments that require immediate attention. The summary is divided according to exception categories. The agent action creates a filter for each category in the appointment list. This action is one of the actions provided by the Agentforce: Field Service Actions feature. The categories used by the reports are customizable.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
            User Permissions Needed
            To use Field Service Scheduling Summary and Create Filter actions: Access Subagents and Actions for Field Service
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizeSchedulingIssues
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? Yes
            Required Setup Einstein for Field Service

            Summarize Scheduling Issues and Prompt Templates

            This action calls the Summarize Scheduling Issues for Field Service standard invocable action, which uses internal-only prompt templates to create scheduling-issue summaries.

             
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