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            Sales | Update AI-Generated Action Item

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            Sales | Update AI-Generated Action Item

            Updates the status of an AI-generated action item record. The action tracks the lifecycle and completion state of recommendations and tasks that Agentforce Sales agent generates. Agentforce acts on these recommendations automatically, or human users review them, depending on org settings. Agentforce Sales Management calls this action.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
            User Permissions Needed  
            To use a Sales Management agent: Use Agentforce Sales Management
            To use Agentforce Pipeline Management: Use Agentforce Pipeline Management permission set
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name UpdateAiGenActionItem
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? No
            Required Setup

            Set Up Agentforce Pipeline Management

            Guidelines and Considerations

            • In the Agentforce panel, this action can only be initiated through the Sales Management agent.
            • This action tracks whether a user has already accepted or rejected a suggestion, preventing duplicate actions.
            • Only the agent user can create AiGenActionItem records.
            • This action requires Sales Account Plans and Pipeline Management. Without them, you get an InvocableTarget not found error when trying to use or clone agents that reference this action.
             
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