Create Action: Schedule Visit
The Schedule Visit action helps telesales reps schedule visits for a customer.
Required Editions
Available in: Lightning Experience Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses. |
| User Permissions Needed | |
|---|---|
| To create an agent topic: | Manage AI Agents AND Manage Agentforce Employee Agents OR Customize Application |
Before you begin,
- Review the considerations for custom actions.
- Make sure to enable Agentforce in Retail Execution.
To create an agent action:
- From Setup, in the Quick Find box, enter Agents, and then select Agentforce Assets.
- Click Actions, and then click New Agent Actions.
- For Reference Action Type, select Flow.
- For Reference Action, select Schedule Visit.
- For Agent Action Label, enter Schedule Visit.
- Click Next.
- For Agent Action Instructions, enter Creates a visit using the Account ID and visit template name..
- For Loading Text, enter Creating visit….
-
For Inputs, add these instructions and and select Require input for
all.
- Account ID: The account ID for which a visit is to be created.
- Visit Template ID: The visit template ID that’s used to create visits.
- Visit Date Time: The date and time for which a visit is to be created.
-
For Outputs, add these instructions.
- Account Record: The account record that’s used to create a visit.
- Location Record: The default location record that’s used to create a visit.
- Visit Template Record: The visit template record that’s used to create visits.
- Visit Id: The visit record Id that’s created for a visit.
- Visit Record: The visit record that’s created for a visit. Select Show in Conversation.
- Status: The status of the scheduled visit.
- Click Finish.
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