Customer Success Cloud Invocable Action Reference

ActionGenerateObjectiveKPIs

Generates AI-powered suggested Key Performance Indicators for the given objectives within a success plan and returns them as unsaved records. It does not create or save any Objective KPI records; the returned content must be reviewed and saved separately.

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

Request Parameters

FieldTypeLabelDescriptionRequired
ObjectiveIdsList<Id>Objective IDsThe IDs of the objectives for which to generate KPIs.Yes
SuccessPlanIdIdSuccess Plan IDThe ID of the success plan that contains the objectives.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
IsSuccessBooleanIsSuccessIndicates whether the KPI generation was successfully completed.No
GeneratedKPIsList<Objective_KPI__c>Generated KPIsThe list of generated, unsaved Objective KPI records. These are returned in memory and are not inserted.No
ErrorMessageStringErrorStores exception messages that occur when executing the KPI generation service.No
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