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            Program and Case Management | Prepare Participant Summary

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            Program and Case Management | Prepare Participant Summary

            Generates a summary about a participant by using the participant record and related records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
            Permissions Needed
            To execute actions in Employee Agent agents: SEE THIS PAGE FOR DETAILS
            To run flows: Run Flows
            To run prompt templates: Execute Prompt Templates
            To generate the summary: Programs Assistive AI

            Action Details

            API Name PrepareParticipantSummary
            Reference Action Type Prompt Template
            Reference Action

            Prepare Participant Summary

            (prepareParticipantSummary
            Does this action execute one or more prompt templates?

            Yes

            Prepare Participant Summary prompt template

            Guidelines and Considerations

            • Include key words in your requests to the agent, such as summarize, tell me about, overview, or how is [person] doing.
            • Clear your agent conversation history between participants to avoid confusion.
            • If a field's API name differs from its label, add it to the list of fields in the instructions.
             
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