Configure Executive Check-in Prep Action

What This Action Does

This action enables your Agentforce service agents to prepare comprehensive executive check-in materials by:

• Analyzing business performance and strategic alignment for C-level discussions
• Generating executive-appropriate talking points and presentation materials
• Creating strategic recommendations based on customer goals and market conditions
• Preparing personalized engagement strategies for different executive personas
• Identifying expansion opportunities and strategic partnership possibilities

Step 1: Build the Executive Preparation Flow

Create Meeting Prep Flow

1. Setup → Flows → New Flow → Autolaunched Flow
2. Input Variables:

Variable: accountId
Data Type: Text
Required: ✓
Description: Customer account for executive engagement

Variable: executiveRole
Data Type: Picklist
Required: ✓
Values: CEO, CFO, CTO, COO, CMO, Other C-Level
Description: Primary executive for the meeting

Variable: meetingObjective
Data Type: Picklist
Required: ✓
Values: Quarterly Review, Strategic Planning, Renewal Discussion, 
        Expansion Opportunity, Issue Resolution, Partnership Development
Description: Primary purpose of executive meeting

Variable: lastMeetingDate
Data Type: Date
Required: ✗
Description: Date of last executive engagement for context

1. Output Variables:

Variable: meetingAgenda
Data Type: Text (Long)
Available for Output: ✓
Description: Structured agenda with time allocations

Variable: keyTalkingPoints
Data Type: Text (Long)
Available for Output: ✓
Description: Executive-appropriate discussion points

Variable: strategicRecommendations
Data Type: Text (Long)
Available for Output: ✓
Description: Strategic initiatives and recommendations

Variable: businessContext
Data Type: Text (Long)
Available for Output: ✓
Description: Current business context and market intelligence

Flow Logic Components

Executive Profile Analysis

Get Records: Executive Information
Object: Contact
Filter: AccountId = {!accountId} AND Title CONTAINS {!executiveRole}
Fields: Name, Title, Department, Background__c, 
        Communication_Preferences__c, Business_Priorities__c
Store in: executiveProfile

Business Performance Analysis

Get Records: Performance Metrics
Object: Account_Performance__c
Filter: Account__c = {!accountId} AND
        Date__c = LAST_90_DAYS
Fields: Health_Score__c, Usage_Trend__c, Satisfaction_Score__c,
        ROI_Achievement__c, Goal_Progress__c
Store in: performanceData

Strategic Context Gathering

Get Records: Strategic Initiatives
Object: Strategic_Initiative__c
Filter: Account__c = {!accountId} AND Status__c = 'Active'
Fields: Initiative_Name__c, Priority__c, Progress__c,
        Executive_Sponsor__c, Expected_Outcome__c
Store in: strategicInitiatives

Market Intelligence Integration

HTTP Callout: Market Intelligence API
Endpoint: /api/market/intelligence/{industry}
Purpose: Current market trends and competitive landscape
Data: Industry disruption, competitive activities, market opportunities

Executive-Specific Preparation Logic

CEO Preparation Framework

Decision Element: CEO Focus Areas
When executiveRole = 'CEO':
- Strategic Vision: Long-term partnership and competitive advantage
- Business Transformation: Market positioning and growth strategies
- Innovation Leadership: Technology adoption and market disruption
- Stakeholder Value: Shareholder returns and strategic investments

CFO Preparation Framework

Decision Element: CFO Focus Areas
When executiveRole = 'CFO':
- Financial Performance: ROI, cost optimization, budget efficiency
- Risk Management: Financial risk mitigation and compliance
- Capital Allocation: Investment priorities and resource optimization
- Economic Impact: Market conditions and financial forecasting

CTO Preparation Framework

Decision Element: CTO Focus Areas
When executiveRole = 'CTO':
- Technology Strategy: Innovation roadmap and technical capabilities
- Architecture Planning: Scalability, integration, and modernization
- Security and Compliance: Risk mitigation and regulatory requirements
- Innovation Partnership: Joint technology development and roadmaps

Advanced Preparation Features

Competitive Intelligence Integration

Formula Element: Competitive Positioning
Analysis:
- Recent competitive activities and market movements
- Customer's competitive advantages and differentiators  
- Threat assessment and strategic responses
- Market opportunity identification and timing

Strategic Recommendation Engine

Decision Element: Recommendation Logic
Based on:
- Current performance vs. objectives
- Market conditions and opportunities
- Executive priorities and business context
- Partnership potential and expansion possibilities

Generate:
- Short-term tactical recommendations (0-3 months)
- Medium-term strategic initiatives (3-12 months)
- Long-term partnership vision (1-3 years)

Step 2: Create the Agent Action

Agent Studio Configuration

1. Setup → Agent Studio → Agent Actions → New
2. Action Settings:

Action Name: Prepare Executive Check-in
Reference ID: prepare_executive_checkin
Type: Flow
Flow: [Select your executive preparation flow]

Comprehensive Action Instructions

Instructions:
Use this action when preparing for executive-level meetings with 
customer C-level stakeholders. This action generates meeting agendas, 
talking points, and strategic recommendations tailored to the specific 
executive role and meeting objectives.

Example user requests:
- "Help me prepare for CEO meeting with [customer] next week"
- "Generate talking points for CFO quarterly review"
- "Prepare strategic recommendations for CTO discussion"
- "Create agenda for executive check-in with [customer]"

Always consider:
- Executive's role, priorities, and communication style
- Current business performance and strategic context
- Market conditions and competitive landscape
- Meeting objectives and desired outcomes

Executive Engagement Best Practices

Meeting Preparation Guidelines:
1. Research executive background and recent company developments
2. Prepare high-level strategic talking points, avoid tactical details
3. Focus on business outcomes and strategic value
4. Anticipate questions and prepare supporting data
5. Identify opportunities for deeper strategic partnership
6. Plan follow-up actions and next steps

Step 3: Meeting Execution Support

Pre-Meeting Intelligence

• Executive Research: Recent interviews, company announcements, strategic initiatives
• Market Context: Industry trends, competitive activities, regulatory changes
• Relationship History: Previous interactions, commitments, and outcomes
• Strategic Alignment: Customer goals vs. partnership opportunities

During-Meeting Support

• Real-Time Insights: Access to customer data and performance metrics
• Competitive Intelligence: Market positioning and differentiation points
• Strategic Talking Points: Value propositions and partnership opportunities
• Follow-Up Planning: Action items and next step coordination

Post-Meeting Actions

• Meeting Summary: Key discussions, decisions, and commitments
• Action Item Tracking: Follow-up tasks and accountability
• Relationship Updates: Executive feedback and relationship strength
• Strategic Planning: Long-term partnership development and expansion

Real-World Implementation Examples

CEO Strategic Partnership Discussion

Meeting Context: 
- Customer: Fortune 500 technology company
- Executive: CEO focused on market disruption and innovation
- Objective: Explore strategic partnership opportunities

Preparation Output:
- Strategic Vision: Joint innovation in emerging markets
- Market Opportunity: $2B+ addressable market expansion
- Partnership Benefits: Accelerated time-to-market, competitive advantage
- Investment Framework: Mutual R&D investment and risk sharing

Meeting Outcome: Commitment to joint venture exploration and pilot program

CFO Budget Planning Session

Meeting Context:
- Customer: Mid-market manufacturing company
- Executive: CFO planning next fiscal year budget
- Objective: Demonstrate ROI and secure budget approval

Preparation Focus:
- Financial Performance: 280% ROI achieved, $1.2M cost savings
- Budget Justification: Continued investment vs. competitive risk
- Expansion ROI: Additional 150% ROI potential with expanded scope
- Risk Mitigation: Cost of inaction and competitive displacement

Meeting Result: Budget approval and expansion authorization secured

CTO Innovation Roadmap Alignment

Meeting Context:
- Customer: Healthcare technology provider
- Executive: CTO developing 3-year technology strategy
- Objective: Align technology roadmaps and innovation partnership

Strategic Preparation:
- Technology Trends: AI/ML, cloud infrastructure, security evolution
- Innovation Opportunities: Joint development in emerging capabilities
- Technical Roadmap: Platform evolution and integration strategy
- Partnership Framework: Shared innovation and intellectual property

Outcome: Strategic technology partnership and joint development agreement

Success Metrics and KPIs

Meeting Effectiveness

• Executive Satisfaction: Post-meeting feedback and engagement quality
• Strategic Alignment: Agreement on strategic initiatives and partnerships
• Action Item Completion: Follow-through on commitments and next steps
• Relationship Advancement: Evolution of partnership depth and strategic value

Business Impact

• Strategic Decisions: Executive decisions influenced by meeting discussions
• Investment Commitment: Budget allocations and expansion approvals
• Partnership Development: Joint initiatives and collaborative projects
• Competitive Positioning: Strengthened market position and differentiation

Preparation Quality

• Content Relevance: Appropriateness of talking points and recommendations
• Strategic Insight: Quality of market intelligence and competitive analysis
• Executive Personalization: Customization for specific executive roles and priorities
• Outcome Achievement: Success in meeting stated objectives and desired outcomes