Service Process Agent Action Considerations and Limitations
Limitations are boundaries beyond which features are unavailable, performance is
throttled, or usage billing charges are applied. Work with your account executive to find a
solution that meets your goals.
Consider these limitations while you create agent actions.
Data Type Limitations
Currency and Percentage
Variables: When creating a currency or percentage variable in an autolaunched flow
that is in its draft status, the scale is set to 0 by default. Users can manually adjust this
scale value as required and then finalize the agent creation.
List of
Maps: For service process attributes that are a list of maps, the child attributes
are limited to the following data types: boolean, string, double, and integer. Any other data
type selected is treated as text.
Warning When you create service process attributes, do not use attributes that are a
list of maps or context variables.
Picklist: Agent actions do not
currently support the picklist data type. Therefore, picklist values are treated as text in the
autolaunched flow.
Functionality and Naming Conventions
Default
Values: Dynamic agent action instruction creation does not support default values
for context definitions, lists of maps, or their child attributes.
Business
Logic: The auto-generated flow does not copy business logic from the intake flow.
Users must manually update the new flow with their business logic.
Variable
Naming: It’s recommended that you don’t change the variable and API names of flow
variables. These names are derived from the service process attributes' API names and are
crucial for the dynamic creation of instructions, specifically for identifying child attributes
within a list of maps.
Other Limitations
CRM and Portal Site UI Experience
Differences: The user interface for displaying attributes in service processes
differs between CRM sites and portals. Certain primitive data types may not function as expected
when using Apex representations, impacting how users interact with list of maps and context
variables. In the CRM site's Lightning Experience, attributes appear as data types when
expecting user input. However, on a portal site, the same attributes are displayed as natural
language questions.
Product Requests: The creation of agent actions for product requests isn’t
currently supported.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.