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Set Up Trade Promotion Management
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            Create the Get Products Action

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            3. Set up and Maintain Trade Promotion Management

            Create the Get Products Action

            Create a custom action that gets product records. The agent can filter information by products or product levels.

            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 Get Products.
            7. Enter Get Products for the Agent Action Label field and Get_Products 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 Finds and retrieves product records based on the given filters and search parameters.
              • In the Loading Text field, enter Searching Products.
            10. Under Input, configure the following:
              • For dateFrom:
                • In the Instructions field, enter Timeframe Date From.
                • Clear the Require Input checkbox.
                • Select the Collect data from user checkbox.
              • For dateThru:
                • In the Instructions field, enter Timeframe Date Thru.
                • Clear the Require Input checkbox.
                • Select the Collect data from user checkbox.
              • For productLevel:
                • In the Instructions field, enter Product Level.
                • Clear the Require Input checkbox.
                • Select the Collect data from user checkbox.
              • For searchString:
                • In the Instructions field, enter Product Search String.
                • Clear the Require Input checkbox.
                • Select the Collect data from user checkbox.
              • For parentProductId:
                • In the Instructions field, enter Id of the parent product. Search will return records that have this product as one of its parents.
                • Clear the Require Input checkbox.
                • Select the Collect data from user checkbox.
            11. Under Output, for products:
              • In the Instructions field, enter List of products matching the filters.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • From the Output Rendering dropdown, select Object.
            12. Click Finish.
             
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