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

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            3. Set up and Maintain Trade Promotion Management

            Create the Retrieve Managed Accounts With Read and Write Access Action

            Create a custom action that returns a list of accounts the user has both read and write access to. This action lets the agent work with accounts the user has the correct permissions to modify.

            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. For Reference Action Type, select Flow.
            5. For Reference Action, select CGCloud: Get Managed Accounts With Read Write Access.
            6. Enter Retrieve Managed Accounts With Read and Write Access for the Agent Action Label field and Retrieve_Managed_Accounts_With_ReadWrite_Access for the Agent Action API Name field.
            7. Click Next.
            8. For Agent Action Instructions, enter Returns the TPM Managed accounts with Read and Write Access for the given User.
            9. For Loading Text, enter Loading Managed Accounts.
            10. Under Input, for the Unused variable:
              1. In the Instructions field, enter Unused Variable.
              2. Clear the Require Input and Collect data from user checkboxes.
            11. Under Output, for the Accounts variable:
              1. In the Instructions field, enter Managed Accounts with Read and Write Access.
              2. Clear the Filter from Agent Action and Show in conversation checkboxes.
              3. From the Output Rendering dropdown, select Object.
            12. Click Finish.
             
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