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Learn About Real-Time Offer Management
Agent Topic: Offer List

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Agent Topic: Offer List

Marketing managers can use the Offer List topic to retrieve, filter, and view specific offers in a list by using criterias, such as Data Cloud segments, promotions, product, categories, specific channels, or time ranges.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Agentforce, Offer Management, Salesforce Foundations, and Data Cloud.

Topic Details

API Name OfferList
Included Agent Actions

GetOffers

Agent Action: Get Offers

Gets a list of offers that are sorted based on criteria fetched from the user conversation. The agent can filter offers based on a wide variety of parameters including offer name, Data Cloud segment name, channel, product, category, and start and end date.

Here are a few example utterances for the action:

  • Get all the offers starting between Jan 2025 and March 2025.
  • Show me the offers that are activated and have WhatsApp channel in the last 1 month.
  • Can you give me details of my last offer on Shoes category for Hiking Enthusiasts.
Example
Example

A marketing manager at Cloud Kicks wants to find all offers that are running on the email channel for the 'male above 30' segment during the first half of 2025.

The marketing manager launches Agentforce and enters the following utterance: Get all the offers with segment name Males greater than 30, associated with email, active between Jan 2025 and June 2025.

The agent extracts the channelName, segmentName, and startDateTime range from the utterance and validates that the dates are in the correct chronological order. Then presents a formatted list of offers that match the details.

 
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