Recommended actions roles and tables

The Recommended actions feature includes the following roles and tables.

Roles

The following roles are required to use or administer recommended actions.

Role Description sn_customerservice_agent Required to access Technology Account 360 and the Recommended actions panel. Grants Account 360 data broker access. sn_tech_exp.executive_portfolio_manager Grants Executive Portfolio data broker access. Required to view the Executive Portfolio page and navigate to it from Account 360.

Tables

Recommended actions uses the following tables.

Table Purpose Notes success_recommendation Caching and staging table for AI-generated play recommendations Stores fetched recommendations for an account so that reopening the panel does not trigger a new AI call. Records are cascade-deleted when new account insights are fetched or when the context expiry period elapses. ALE definition table Candidate pool for play matching Contains the play definitions evaluated against the account context. Recommendations are only surfaced when records in this table semantically match the account’s current context. The table is the source of all sys_id values returned by the skill. Script include: ExecPortfolioRecommendedActions Server-side orchestration Assembles the skill payload and calls the recommendation skill. Works with SuccessRecommendationUtil and the platform’s ScriptingGeneratorFactory pattern.

Parent Topic:View and execute recommended actions for an engagement