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Set Up Trade Promotion Management
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            Create the Read Promotions Available Measures Action

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            3. Set up and Maintain Trade Promotion Management

            Create the Read Promotions Available Measures Action

            Create a custom action that returns a list of all measures for promotions. The agent uses this list to know which measures it can request when analyzing promotions.

            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 Promotions Available Measures.
            6. Enter Read Promotions Available Measures for the Agent Action Label field and Read_Promotions_Available_Measures 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 all the Available measures on the context of Promotions.
              • In the Loading Text field, enter Reading Available Measures.
            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 AvailableMeasures:
              • In the Instructions field, enter Available Measures to Request in the context of promotions.
              • Clear the Filter from Agent Action and Show in conversation checkboxes.
              • From the Output Rendering dropdown, select Text.
            11. Click Finish.
             
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