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            Get Expense Items Tool

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            3. Agentforce Service

            Get Expense Items Tool

            Employees use this tool to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport.

            Required Editions

            View supported editions.
            User Permissions Needed  
            To build and manage Service Agents:

            Manage Agentforce Service Agents AND Manage AI Agents

            OR

            Customize Application

            Tool Details

            To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce Actions.

            API Name GetExpenseReportItems
            Tool Type Standard
            Reference Tool Type Flow
            Reference Tool Get Expense Report Items
            Inputs NA
            Outputs Expense item details
            Does this tool execute one or more prompt templates? No
             
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            Salesforce Help | Article