You are here:
Employee Expense Management Topic
Streamline the expense submission and approval process through the HR Service Portal.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To enable agents in Salesforce: | Manage AI Agents AND Employee Service: Agentforce OR Customize Application |
| To build and manage HR service agents: | Manage Agentforce Service Agents AND Manage AI Agents OR Customize Application |
Topic Details
This topic contains potentially sensitive actions. To use this topic, customize this action according to your business’s security requirements. See Maintain Trust with Agentforce Actions.
To set up the topic, replace placeholder values in the instruction with relevant values. Use placeholder as the value for category IDs, GetExpenseItem named credential, GetPastExpenseReports named credential and the service definition ID for Submit Expense Report.
| API Name | EmployeeExpenseManagement |
| Included Agent Actions |
Examples of Utterances Classified to This Topic
- “I need to submit a new expense.”
- “Can I view my past expenses?”
Considerations
- To set up the topic, replace placeholder values in the instruction with relevant values. Use placeholder as the value for category IDs, named credential, and the service definition ID for Submit Expense Report.
- Category ID is the list of expense categories. Add a comma-separated list of expense category IDs.
Did this article solve your issue?
Let us know so we can improve!
