| ActionItemOwnerId |
- Type
- reference
- Properties
- Create,
Filter, Group, Nillable, Sort, Update
- Description
- The ID associated with the owner of the AI-generated action item.
The owner can be an agent or human user, and can change during the
review and execution process. By default, the owner is an agent or
queue.
- This field is a polymorphic relationship field.
- Relationship Name
- ActionItemOwner
- Refers To
- Group, User
|
| ActionResult |
- Type
- textarea
- Properties
- Create,
Nillable, Update
- Description
- The result generated when the agent action is executed.
|
| AgentType |
- Type
- picklist
- Properties
- Create,
Filter, Group, Restricted picklist,
Sort,
Update
- Description
- The specific agent that processes the AI-generated action
item.
|
| BotDefinitionId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The bot record with a template name that matches the value in the
Sales Management agent template.
- This field is a relationship field.
- Relationship Name
- BotDefinition
- Refers To
- BotDefinition
|
| BotVersionId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The bot version from the bot record with an ID that matches the ID
of the Sales Management agent bot record.
- This field is a relationship field.
- Relationship Name
- BotVersion
- Refers To
- BotVersion
|
| Description |
- Type
- string
- Properties
- Create,
Filter, Nillable,
Sort,
Update
- Description
- The explanation of why the action item has been suggested. The
description provides additional context to guide human users and
agents in their decision-making.
|
| ExpirationDate |
- Type
- dateTime
- Properties
- Create,
Filter,
Sort,
Update
- Description
- The date that the action item expires and is deleted.
AI-generated action items are no longer visible to users after 14
days and removed from records after 30 days.
|
| GeneratedResponseIdRef |
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of generated result in the GenAIGeneration DMO. This field
can be used by human users to provide feedback on the AI-generated
action item.
|
| OwnerId |
- Type
- reference
- Properties
- Create,
Defaulted on create, Filter, Group, Sort,
Update
- Description
- The ID of the owner of this object.
- This field is a polymorphic relationship field.
- Relationship Name
- Owner
- Refers To
- Group, User
|
| Status |
- Type
- picklist
- Properties
- Create,
Filter, Group, Restricted picklist, Sort,
Update
- Description
- The status of the AI-generated action item.
|
| Subject |
- Type
- string
- Properties
- Create,
Filter, Group, Nillable,
Sort,
Update
- Description
- The subject line that displays to users indicating what the action
item is.
|
| Type |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The category that the action item falls under. This field can be
used to search for specific action items, such as field updates or
follow-up sales emails.
|
| UnmodActionItemOutput |
- Type
- textarea
- Properties
- Nillable
- Description
- The unmodified output for the action item produced by AI, whether
from a prompt template or other generation method.
|
| WhatId |
- Type
- reference
- Properties
- Create,
Filter, Group,
Sort,
Update
- Description
- The record that the AI-generated action item is for.
- This field is a polymorphic relationship field.
- Relationship Name
- What
- Refers To
- Account, Opportunity
|
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