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            Update Employee Goals Action

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            Update Employee Goals Action

            Employees and managers use this action to modify details, dates, or the status of existing 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 UpdateEmployeeGoals
            Action Type Standard
            Reference Action Type Flow
            Reference Action Update Employee Goals
            Inputs Goal ID, Goal Description, Due Date, Status
            Outputs Status Message, Response Code
            Does this action execute one or more prompt templates? No

            Examples of Utterances that Trigger This Action

            • “Update my certification goal status to Completed."
            • "Change the due date on my coding objective."
            • "Modify the description of my Q3 target."
             
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            Salesforce Help | Article