Customer Success Cloud Invocable Action Reference

ActionGenAiGenerateObjectives

Generates suggested objectives for a success plan using AI and returns them as text. It does not create or save any Objective records; the returned content must be reviewed and saved separately.

PropertyValue
LabelGenerate Objectives
CategoryAI
SinceMay 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywords

Request Parameters

FieldTypeLabelDescriptionRequired
SuccessPlanIdIdSuccess Plan IDThe success plan ID to generate objectives for.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
ObjectivesStringObjectivesThe generated objectives data as text. These are not saved as Objective records.No
© Copyright 2009–2026 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.