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Set Up Trade Promotion Management
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            Create the Retrieve Managed Accounts With Read Access Action

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            3. Set up and Maintain Trade Promotion Management

            Create the Retrieve Managed Accounts With Read Access Action

            Create a custom action that returns a list of accounts the user can read. This lets the agent work with accounts the user can see.

            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 Flow.
            5. From the Reference Action dropdown, select CGCloud: Get Managed Accounts With Read Access.
            6. Enter Retrieve Managed Accounts With Read Access for the Agent Action Label field and Retrieve_Managed_Accounts_With_Read_Access for the Agent Action API Name field.
            7. Click Next.
            8. Configure the action's instructions and variables:
              • In the Agent Action Instructions field, enter Returns the TPM Managed accounts with Read Access for the given User.
              • In the Loading Text field, enter Loading Managed Accounts.
            9. Under Input, for Unused:
              • In the Instructions field, enter Unused Variable.
              • Clear the Require Input and Collect data from user checkboxes.
            10. Under Output, for Accounts:
              • In the Instructions field, enter Managed Accounts with Read Access.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • From the Output Rendering dropdown, select Object.
            11. Click Finish.
             
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