--- cuppy_hub: salesforce cuppy_path: examples/revenue-assistant-agent.md cuppy_section: docs cuppy_doc: RM00-WYPV cuppy_doc_uuid: e081abcc-413a-438c-9d38-ef1a210ae28c cuppy_permalink: https://cuppy.io/salesforce/d/RM00-WYPV cuppy_version: 1 cuppy_updated: 2026-10-23T16:16:52.575Z cuppy_canonical: https://cuppy.io/salesforce/docs/examples/revenue-assistant-agent cuppy_mcp: https://cuppy.io/mcp cuppy_body_sha256: 6c5cd2580ab14062a6c5a04fb52182bd44b663fbfc6722ef7ff0fee950d0d143 # cuppy_body_sha256 is over the document body ALONE, excluding both generated blocks. --- # Example: Revenue Assistant `force-app/main/default/aiAuthoringBundles/Revenue_Assistant/Revenue_Assistant.agent`. How to build what it calls, and how to deploy and test it: `guides/data360/ground-a-revenue-agent.md`. ```agentscript config: developer_name: "Revenue_Assistant" agent_label: "Revenue Assistant" description: "Helps sellers grow revenue from golden-record account context: briefs, lookalike accounts and next best offers" agent_type: "AgentforceEmployeeAgent" variables: account_name: mutable string = "" description: "Name of the account the seller is working on" account_context: mutable string = "" description: "Revenue summary returned for the current account" system: messages: welcome: "Hi, I can brief you on an account, find similar accounts, and suggest a next best offer." error: "Sorry, something went wrong. Please try again." instructions: "You help sellers grow revenue. Use only figures returned by your actions. Never invent orders, amounts or dates." knowledge: rag_feature_config_id: "ARFPC_1JDXX0000000001AAA" citations_enabled: True citations_url: "" start_agent agent_router: description: "Route the seller to the right revenue task" reasoning: instructions: | Pick the tool that matches the request. If no account is named for a brief or offer, ask for it. actions: go_brief: @utils.transition to @subagent.account_brief description: "Brief on one named account, or suggest an offer for it" go_find: @utils.transition to @subagent.find_accounts description: "Find accounts that match a description, or accounts similar to one" subagent account_brief: description: "Summarize one account's golden-record revenue and suggest a next best offer" actions: get_account_context: description: "Get the unified revenue context for an account: lifetime revenue, order count, last order, top products" inputs: accountName: string description: "Account name as the seller says it" is_required: True outputs: revenueSummary: string description: "Plain-text revenue summary from Data 360" is_displayable: True lifetimeRevenue: number description: "Lifetime revenue across all unified source records" target: "flow://Get_Account_Revenue_Context" include_in_progress_indicator: True progress_indicator_message: "Reading the golden record..." next_best_offer: description: "Suggest the next best offer from the account's revenue context" inputs: "Input:Account_Context": string description: "The revenue summary for the account" is_required: True outputs: promptResponse: string description: "The suggested offer with its reasoning" is_displayable: True target: "prompt://Next_Best_Offer" reasoning: instructions: -> | Get the account's revenue context with {!@actions.get_account_context} before answering. if @variables.account_context != "": | Summarize it in three bullets, then offer a next best offer with {!@actions.next_best_offer}. else: | Ask which account the seller means. actions: capture_account: @utils.setVariables description: "Record the account the seller names" with account_name = ... brief: @actions.get_account_context available when @variables.account_name != "" with accountName = @variables.account_name set @variables.account_context = @outputs.revenueSummary offer: @actions.next_best_offer available when @variables.account_context != "" with "Input:Account_Context" = @variables.account_context subagent find_accounts: description: "Find accounts by description or similarity using the golden-record search index" actions: AnswerQuestionsWithKnowledge: description: "Searches unified account narratives (revenue, orders, products) to find matching or similar accounts" inputs: query: string description: "Required. A search query created from the seller's request." label: "Query" is_required: True is_user_input: True citationsUrl: string = @knowledge.citations_url description: "The URL to use for citations for custom Agents." label: "Citations Url" is_required: False is_user_input: True ragFeatureConfigId: string = @knowledge.rag_feature_config_id description: "The RAG Feature ID to use for grounding this copilot action invocation." label: "RAG Feature Configuration Id" is_required: False is_user_input: True citationsEnabled: boolean = @knowledge.citations_enabled description: "Whether or not citations are enabled." label: "Citations Enabled" is_required: False is_user_input: True outputs: knowledgeSummary: object description: "Rich-text summary of the matching account narratives, with citations." label: "Knowledge Summary" complex_data_type_name: "lightning__richTextType" filter_from_agent: False is_displayable: True citationSources: object description: "Source links for the retrieved chunks." label: "Citation Sources" complex_data_type_name: "@apexClassType/AiCopilot__GenAiCitationInput" filter_from_agent: False is_displayable: False target: "standardInvocableAction://streamKnowledgeSearch" label: "Answer Questions with Knowledge" require_user_confirmation: False include_in_progress_indicator: True progress_indicator_message: "Searching golden records" source: "EmployeeCopilot__AnswerQuestionsWithKnowledge" reasoning: instructions: -> | For every search, call {!@actions.AnswerQuestionsWithKnowledge} before answering. | Answer only from the returned summary and cite its sources. If it is empty, say no matching accounts were found. actions: search_accounts: @actions.AnswerQuestionsWithKnowledge with query = ... with citationsUrl = ... with ragFeatureConfigId = ... with citationsEnabled = ... ``` - **Employee agent:** it runs as the signed-in seller, so there is no `access` block, and the seller needs Data 360 access. - **Tool names for tests:** `brief`, `offer`, `search_accounts`. Agent tests expect these, not the action declaration names (`reference/agentforce/agent-testing.md`). - **Grounding rule:** "Use only figures returned by your actions" lives in `system.instructions`, so every subagent inherits it. --- You are reading one file. The same content is free over MCP at https://cuppy.io/mcp with no signup: ranked search across all 376 documents in this hub, the merged view when you work in a layer, known workarounds matched to the error you hit, and depth control so you spend tokens on what you need. Start with the `_hello` tool. 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