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            Sales | Suggest Next Step for Opportunity

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            Sales | Suggest Next Step for Opportunity

            Identifies and suggests a value for the Next Step field on an opportunity. This action is intended for use with Agentforce Pipeline Management.

            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 SuggestOppNextStep
            Reference Action Type Prompt Template
            Reference Action recommendNextStepForOpp
            Does this action execute one or more prompt templates? Yes
            Required Setup Set Up Agentforce Pipeline Management

            Suggest Next Step for Opportunity and Prompt Templates

            This agent action calls the Recommend Next Step for Opportunity prompt template, which generates a Next Step field update suggestion for an opportunity based on information such as call transcripts, emails, and notes.

            You can clone and modify the Recommend Next Step for Opportunity prompt template to create a field update suggestion action for custom or other opportunity fields

            Guidelines and Considerations

            • In the Agentforce panel, this action can only be initiated through the Sales Management agent.
            • If you remove this action, the agent can’t give suggestions for updating the Next Step field on an opportunity.

            See Also

             
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