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Set Up Trade Promotion Management
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            Create the Execute Promotion BO API Workflow Action

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            3. Set up and Maintain Trade Promotion Management

            Create the Execute Promotion BO API Workflow Action

            Create a custom action that runs a promotion business object (BO) API workflow. This action lets the agent update a promotion record for the user.

            Required Editions

            Available in: Lightning Experience

            Available in: Agentforce 1, Einstein 1, Enterprise and Unlimited Editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses
            User Permissions Needed
            To create custom agent actions for TPM Agent: View Setup and Configuration
            1. From Setup, in the Quick Find box, enter Agentforce Assets, and then select Agentforce Assets.
            2. Click Actions.
            3. Click New Agent Action.
            4. From the Reference Action Type dropdown, select Apex.
            5. From the Reference Action Category dropdown, select Invocable Method.
            6. From the Reference Action dropdown, select Execute Promotion BO API Workflow.
            7. Enter Execute Promotion BO API Workflow for the Agent Action Label field and Execute_Promotion_BO_API_Workflow for the Agent Action API Name field.
            8. Click Next.
            9. Configure the action's instructions and variables:
              • In the Agent Action Instructions field, enter Executes the given Promotion BO API Workflow for the given Promotion Payload.
              • In the Loading Text field, enter Working...
            10. Under Input, for workflowActionParameters:
              • In the Instructions field, enter Promotion JSON payload. This attribute contains a serialized JSON payload that must be a JSON string respecting the workflow schema.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
            11. Under Input, for workflowActionName:
              • In the Instructions field, enter Name of the workflow to execute. This attribute contains the name of the workflow to execute.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
            12. Under Output, for promotion:
              • In the Instructions field, enter Created or updated record.
              • Clear the Filter from Agent Action checkbox.
              • Select the Show in conversation checkbox.
              • From the Output Rendering dropdown, select Object.
            13. Under Output, for isError:
              • In the Instructions field, enter If true, the request finished with error.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • From the Output Rendering dropdown, select Boolean.
            14. Under Output, for errorMessage:
              • In the Instructions field, enter In case of error, the error message.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • From the Output Rendering dropdown, select Text.
            15. Click Finish.
             
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