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          Field Service | Refine Post-Work Summary for Field Service

          Field Service | Refine Post-Work Summary for Field Service

          Refines and adds information to a summary of a Salesforce work order record, based on user utterance.

          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 agent actions for Field Service: Access Subagents and Actions for Field Service
          See Common User Access for Standard Agent Actions.
          API Name RefinePostWorkSummary
          Reference Action Type Standard Action
          Does this action execute one or more prompt templates? Yes
          Required Setup Einstein for Field Service

          Refine Post-Work Summary for Field Service and Prompt Templates

          The Refine Post-Work Summary for Field Service agent action uses an internal-only prompt template.

           
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          Salesforce Help | Article