SECTIONSGenerative AI Apex Actions
The following generative AI Apex actions are available in Customer Success Cloud. These actions use AI to generate content based on the records you provide. For more information about Apex actions, see the Salesforce Help.
| Category | Apex Action | Apex Class | Purpose |
|---|---|---|---|
| Success Plans | Generate Success Plan from Opportunity | ActionGenAiSuccessPlanFromOpp | Generates a success plan summary, challenges, and risks from an opportunity using AI. |
| Success Plans | Generate Objectives | ActionGenAiGenerateObjectives | Generates objectives for a success plan using AI. |
| Success Plans | Generate Objective KPIs | ActionGenerateObjectiveKPIs | Generates AI-powered KPIs for objectives within a success plan. |
Inputs and Outputs for the Generate Success Plan from Opportunity Apex Action
The Generate Success Plan from Opportunity Apex action includes the following inputs and outputs.
Inputs
The Generate Success Plan from Opportunity Apex action has the following inputs.
| Input | Required or Optional | Description |
|---|---|---|
| OpportunityId | Required | The ID of the opportunity to use as the source for generating the success plan summary, challenges, and risks. |
Outputs
The Generate Success Plan from Opportunity Apex action returns a response object with the following properties.
| Property | Type | Description |
|---|---|---|
| Summary | String | The AI-generated summary of the success plan. |
| ChallengesAndRisks | String | The AI-generated challenges and risks identified from the opportunity. |
Inputs and Outputs for the Generate Objectives Apex Action
The Generate Objectives Apex action includes the following inputs and outputs.
Inputs
The Generate Objectives Apex action has the following inputs.
| Input | Required or Optional | Description |
|---|---|---|
| SuccessPlanId | Required | The ID of the success plan to generate objective records for. |
Outputs
The Generate Objectives Apex action returns a response object with the following property.
| Property | Type | Description |
|---|---|---|
| Objectives | String | A JSON representation of the list of generated objective records. |
Inputs and Outputs for the Generate Objective KPIs Apex Action
The Generate Objective KPIs Apex action includes the following inputs and outputs.
Inputs
The Generate Objective KPIs Apex action has the following inputs.
| Input | Required or Optional | Description |
|---|---|---|
| ObjectiveIds | Required | The list of objective IDs for which to generate objective KPIs. |
| SuccessPlanId | Required | The ID of the success plan that contains the specified objective records. |
Outputs
The Generate Objective KPIs Apex action returns a response object with the following properties.
| Property | Type | Description |
|---|---|---|
| IsSuccess | Boolean | Indicates whether the action completed successfully. |
| GeneratedKPIs | List (Collection of Objective KPI records) | The AI-generated objective KPI records. |
| Error | String | The error message returned if the action does not complete successfully. |