Customer Success Cloud Invocable Action Reference

ActionProcessPolicies

Generates a work suggestion with an AI-generated title for a given account and event description.

PropertyValue
LabelProcess Policies
CategoryAI
SinceWinter 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywords

Request Parameters

FieldTypeLabelDescriptionRequired
AccountRecordAccountAccountAccount record for which you want to generate work suggestions. The record must include a valid ID.Yes
EventDescriptionStringEvent DescriptionDescription of the event triggering the work suggestions.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
IsSuccessBooleanIsSuccessIndicates whether the work suggestion generation was successfully completed.No
NewWorkSuggestionIdIdNewWorkSuggestionIdThe newly created work suggestion record ID.No
NoPolicyFoundBooleanNoPolicyFoundIndicates that no matching policy was found for the event. This is a successful outcome, not an error, and no work suggestion is created.No
ErrorMessageStringErrorStores exception messages that occur when executing methods from ProcessPoliciesService.No
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