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          Get Employee Goals Action

          Get Employee Goals Action

          Employees and managers use this action to retrieve and view current performance goals.

          Required Editions

          View supported editions.
          User Permissions Needed  
          To build and manage Service Agents:

          Manage Agentforce Service Agents AND Manage AI Agents

          OR

          Customize Application

          Action Details

          To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce Actions.

          This action initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists using the Escalate Confidential Complaint flow.

          API Name GetEmployeeGoals
          Action Type Standard
          Reference Action Type Flow
          Reference Action Get Employee Goals
          Inputs Employee ID
          Outputs Employee Goals List, Status Message, Response Code
          Does this action execute one or more prompt templates? No

          Examples of Utterances that Trigger This Action

          • "Show me my current performance goals."
          • "What are my active objectives for this year?"
          • "Pull up my team's goal tracking sheet."
           
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