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Specify the Fields That the Sales Agent Can Update Autonomously

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Specify the Fields That the Sales Agent Can Update Autonomously

Specify the individual fields that the Sales agent can update on the seller’s behalf by modifying the Process Field Update Suggestions flow. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
User Permissions Needed
To edit prompt templates:

Prompt Template Manager Permission Set

AND

Manage Prompt Template

AND

Execute Prompt Template
To map prompt templates to Opportunity fields: Edit access on the Opportunity object
To create, edit, and manage flows: Manage Flow

Before you begin, make sure that the field that you want to use has a Field Generation prompt template and that it’s part of the collection of opportunity fields to generate suggestions for. See Get Field Update Suggestions for Other Opportunity Fields.

  1. If the Update Fields Autonomously setting in the Pipeline Management section of the Agentforce for Sales Go setup page is turned on, turn it off.
    If you don’t turn off Update Fields Autonomously, your agent updates all fields that it generates suggestions for, not just the ones you specify.
  2. From Setup, in the Quick Find box, search for Flows. In the Process Automation section, click Flows.
  3. Select the active Process Field Update Suggestions flow and deactivate it.
  4. Create a collection variable to contain the fields that you want the agent to update autonomously.
    1. Click New Resource.
    2. For the resource type, select Variable.
    3. Enter an API name for the variable. For example, FieldsForCustomAutonomousUpdates.
    4. For the data type, select Text.
    5. Select Allow multiple values (collection) and Available for input.
    6. Click Done.
  5. Add an assignment element to specify the fields to include in the collection variable.
    Complete these steps for each field that you want the agent to update autonomously.
    1. Click Add Assignment.
    2. For the variable, select the collection variable that you created.
    3. For the operator, select Add, and enter the field’s API name.
  6. Edit the Get or Execute Field Update Suggestion action element.
    For the Field API Names for Custom Autonomous updates parameter, select the collection variable that you created.
  7. To make sure that you get the results that you want, test the flow. Then, when you’re ready, save and activate it.
 
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