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Submit Expense Report Tool
Employees use this tool to submit expense reports.
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.
This requires a mandatory receipt upload. Ensure to upload the necessary receipts to avoid delays in the submission process.
| API Name | SubmitExpenseReport |
| Tool Type | Standard |
| Reference Tool Type | Flow |
| Reference Tool | Submit Expense Report |
| Inputs | Report Date, Report Name, Expense Items, Cost Center |
| Outputs | NA |
| Does this tool execute one or more prompt templates? | No |
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