ActionGenAiSuccessPlanFromOpp
Generates suggested success plan summary and challenges and risks text from an opportunity using AI. It does not create or save a Success Plan record; the returned content must be reviewed and saved separately.
| Property | Value |
|---|
| Label | Generate Success Plan from Opportunity |
| Category | AI |
| Since | — |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | — |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
OpportunityId | Id | Opportunity ID | The opportunity ID to generate the success plan from. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
Summary | String | Summary | The generated success plan summary. | No |
ChallengesAndRisks | String | Challenges and Risks | The generated challenges and risks. | No |
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