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. |
| Expansion Opportunities | Identify Expansion Opportunities | IdentifyExpansionOpportunitiesAction | Identifies cross-sell expansion opportunities for a single account and creates work suggestions. |
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. |
Inputs and Outputs for the Identify Expansion Opportunities Apex Action
The Identify Expansion Opportunities Apex action includes the following inputs and outputs. The enabled strategies run together in a single background job, so the action returns as soon as the job is enqueued. A notification is raised only when a work suggestion is created, so a frequent scheduled run doesn't produce empty notifications. The action doesn't return the work suggestions themselves. Review those in the Work Suggestions list on the account.
Inputs
The Identify Expansion Opportunities Apex action has the following inputs.
| Input | Required or Optional | Description |
|---|---|---|
| AccountId | Required | The ID of the account to identify expansion opportunities for. |
| EventDescription | Optional | A description of the event driving the identification, used to determine which policy applies. If it's left empty, Customer Success Cloud builds a description from the account's industry, annual revenue, and billing country. |
| Strategies | Optional | The identification strategies to run, as a list of one or more of the following values: ProductNeedFit, Whitespace. If it's left empty, all strategies run, matching the record-page action. An unrecognized strategy name returns an error and creates no work suggestions. |
Outputs
The Identify Expansion Opportunities Apex action returns a response object with the following properties.
| Property | Type | Description |
|---|---|---|
| IsSuccess | Boolean | Indicates whether the identification completed successfully. |
| QueueableJobId | String | The ID of the background job that runs the expansion opportunity identification. |
| ErrorMessages | String | Any error messages generated while identifying expansion opportunities. Errors are returned to the flow rather than shown to a user. |