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Agentforce and Einstein Generative AI
Field Service | Create Appointment List Filter for Field Service

Field Service | Create Appointment List Filter for Field Service

Creates a filter for the service appointment list in the dispatcher console. If a user triggers QueryRecords to retrieve service appointments with certain criteria and then asks to see the service appointments in the appointment list, the action creates a filter in the Appointment List containing the service appointments returned by Agentforce. This action is one of the actions provided by the Agentforce: Field Service Actions feature

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
User Permissions Needed
To use Field Service Scheduling Summary and Create Filter actions: Access Subagents and Actions for Field Service
See Common User Access for Standard Agent Actions.

Action Details

API Name CreateApptListFilter
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No
Required Setup Einstein for Field Service
 
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