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Service
Get Performance Summary Action

Get Performance Summary Action

Retrieves a performance summary from BambooHR for the current user. This includes all of their performance goals including title, status, percent complete, due date, and description for each goal.

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.

API Name GetPerformanceSummary
Action Type Standard
Reference Action Type Flow
Reference Action Get Performance Summary
Inputs NA
Outputs Aggregate Goals, Status
Does this action execute one or more prompt templates? No

Examples of Utterances that Trigger This Action

  • "Show me my performance summary."
  • "Summarize my performance."
  • "Get my performance summary from BambooHR."
 
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