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Set Up Trade Promotion Management
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            Create the Validate TPM Account Action

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            3. Set up and Maintain Trade Promotion Management

            Create the Validate TPM Account Action

            Create a custom action that validates if the user has access for a specific Trade Promotion Management (TPM) account. This action makes sure the agent only works on authorized records.

            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: Validate TPM Account.
            6. Enter Validate TPM Account for the Agent Action Label field and Validate_TPM_Account 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 Validates TPM Account access for the running user.
              • In the Loading Text field, enter Loading Account.
            9. Under Input, for AccountId:
              • In the Instructions field, enter Account Id to get Access levels.
              • Select the Require Input checkbox.
              • Clear the Collect data from user checkbox.
            10. Under Output, configure the following:
              • For AccountId:
                • In the Instructions field, enter Account Id.
                • Clear the Filter from Agent Action and Show in conversation checkboxes.
                • From the Output Rendering dropdown, select Text.
              • For HasReadAccess:
                • In the Instructions field, enter If the user has read access to the account.
                • Clear the Filter from Agent Action and Show in conversation checkboxes.
                • From the Output Rendering dropdown, select Boolean.
              • For HasReadWriteAccess:
                • In the Instructions field, enter If the running user has ReadWrite access to the account.
                • Clear the Filter from Agent Action and Show in conversation checkboxes.
                • From the Output Rendering dropdown, select Boolean.
              • For AdditionalMessage:
                • In the Instructions field, enter Additional context information about the account.
                • 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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