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Set Up Trade Promotion Management
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            Create the Retrieve Promotions Measures Action

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            3. Set up and Maintain Trade Promotion Management

            Create the Retrieve Promotions Measures Action

            Create a custom action that gets all measures for promotions associated with a specific account. This action allows the agent to filter data based on products, product levels, and other criteria to answer user questions about promotion performance.

            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, and then click New Agent Action.
            3. Set the initial attributes:
              • Reference Action Type: Flow
              • Reference Action: CGCloud: Get Promotions Measures
            4. Enter Retrieve Promotions Measures for the Agent Action Label field and Retrieve_Promotions_Measures for the Agent Action API Name field.
            5. In the Agent Action Instructions field, enter: Finds and retrieves the measure values for the promotions of the given account for the given products or product levels and filters.
            6. In the Loading Text field, enter Retrieving measures.
            7. Configure the input variables.
              AccountId
              • Instructions: Record Id of the Account to retrieve data for. Must be a user selected account from the list of managed accounts.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              DateFrom
              • Instructions: Start of the timeframe for the requested data.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              DateThru
              • Instructions: End of the timeframe for the requested data.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              MeasureNames
              • Instructions: Requested Measures. The value for each of the measures of this parameter will be returned in the response. Only measures returned from the available measures list are supported.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              ProductIds
              • Instructions: The collection of product IDs used to get the associated measures. In the absence of any input, measures for the Total product level are returned.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              PromotionPhases
              • Instructions: List of promotion Phases to filter data. If not provided, all will be considered.
              • Clear the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              PromotionTemplateIds
              • Instructions: List of promotion templates to filter data. Promotion records will be filtered according to the provided templates. If not provided, all will be considered.
              • Clear the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              PromotionTimeframe
              • Instructions: Promotion timeframe. Promotion records will be filtered according to the provided timeframe. Only allowed values are "starting", "overlapping" or "including".
              • Clear the Require Input checkbox.
              • Clear the Collect data from user checkbox.
              OrderBy
              • Instructions: Sets the ordering of the Promotion entries for each measure. Allowed values are "ASC" and "DESC". By default no ordering is applied.
              • Clear the Require Input checkbox.
              • Clear the Collect data from user checkbox.
            8. Configure the output variables.
              AccountId
              • Instructions: Id of the account the measures reference
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              DateFrom
              • Instructions: Timeframe Start
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Date
              DateThru
              • Instructions: Timeframe End
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Date
              MeasureNames
              • Instructions: Measures retrieved on the request.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              OrderBy
              • Instructions: Result Ordering.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              ProductIds
              • Instructions: Product Ids requested
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              PromotionPhases
              • Instructions: Promotion Phases used to filter
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              PromotionTemplateIds
              • Instructions: Promotion Templates used to filter
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              PromotionTimeframe
              • Instructions: Timeframe used to filter
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • Output Rendering: Text
              ResultMeasures
              • Instructions: Retrieved measures for the filters. This response will contain up to 5000 data points. If this limit is exceeded a message will be set to inform. Measure data is returned on a tree like structure with root level being the Product for which the measures are for, next level is the measure name, and the third level is the promotion record having the measure value
              • Clear the Filter from Agent Action checkbox.
              • Select the Show in conversation checkbox.
              • Output Rendering: Rich Text
            9. Click Finish.
             
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