As an Einstein customer, it’s important for you to know what data is being used by agents.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
This table lists the customer data that's used by each standard agent action. Agentforce is integrated with the Einstein Trust Layer, which is a secure AI architecture natively built into Salesforce. The Trust Layer uses a zero-data retention policy, so no data is stored or used for model training by third-party LLMs. To learn more about the Trust Layer and other agent guardrails, see Trust and Agentforce.
Some Einstein features use global models trained on customer data. These models looks for aggregated, anonymous trends across multiple Salesforce customers. Global models don't apply to the Agentforce platform and agent actions, but other AI features that are called by agents can use them, if you add them to your agent. If a feature uses a global model, you can opt out and have control over whether your data contributes. For more information on how to control how your data is used, see Manage Salesforce Access to Customer Data.
To learn more about the objects and data used in Agentforce Coworker, see Einstein and Data Usage in Agentforce Coworker.
| Action | Customer Data and Salesforce Objects Used |
|---|---|
| Agentforce IT Service | Answer Questions with Knowledge | Knowledge |
| Agentforce IT Service | Answer Policy Question | KnowledgeArticles, User |
| Agentforce IT Service | Associate Related Records For Incident | Incident, ProblemIncident, Problem |
| Agentforce IT Service | Associate Related Records for Problem | Incident, ProblemIncident, Problem |
| Agentforce IT Service | Check Incident Attributes | Incident, ConfigurationItem, IncidentConfigurationItem |
| Agentforce IT Service | Check Problem Attributes | Problem, ProblemConfigurationItem, ConfigurationItem |
| Agentforce IT Service | Create Incident For Employee | Incident |
| Agentforce IT Service | Create Incident Resolution Summary | Incident, ActionPlan, ActionPlanItem, ChangeRequest, ChangeRequestCnfgItem, ChangeRequestRelatedIssue, ConfigurationItem, EntityMilestone, IncidentConfigurationItem, Knowledge, Problem, ProblemConfigurationItem, ProblemIncident, IncidentFeed, Task, LinkedArticle |
| Agentforce IT Service | Create Incident Root Cause Summary | Incident, ActionPlan, ActionPlanItem, ChangeRequest, ChangeRequestCnfgItem, ConfigurationItem, EntityMilestone, IncidentConfigurationItem, Problem, ProblemConfigurationItem, IncidentFeed, Task, Knowledge |
| Agentforce IT Service | Create Problem Resolution Summary | Problem, ActionPlan, ActionPlanItem, ChangeRequest, ChangeRequestCnfgItem, ChangeRequestRelatedIssue, ConfigurationItem, EntityMilestone, Incident, IncidentConfigurationItem, Knowledge, ProblemConfigurationItem, ProblemIncident, ProblemFeed, Task, LinkedArticle |
| Agentforce IT Service | Create Problem Root Cause Summary | Problem, ConfigurationItem, Incident, IncidentConfigurationItem, ProblemConfigurationItem, ProblemIncident, ProblemFeed |
| Agentforce IT Service | Create Service Catalog Request | ServiceRequest |
| Agentforce IT Service | Delete Configuration Item | User, Location |
| Agentforce IT Service | Evaluate Problem Creation Requirement | Problem, ConfigurationItem, IncidentConfigurationItem, ProblemConfigurationItem, ProblemIncident |
| Agentforce IT Service | Execute Service Catalog Item Flow | NA |
| Agentforce IT Service | Generate Post-incident Review | Incident, ProblemIncident, Incident, Problem, ChangeRequestRelatedIssue, ChangeRequest, EntityMilestone, FeedItem, FeedComment |
| Agentforce IT Service | Get Assigned Software For Employee | NA |
| Agentforce IT Service | Get Available Software For Employee | NA |
| Agentforce IT Service | Get Configuration Item Details | User, Location |
| Agentforce IT Service | Get Eligible Service Catalog Items | Product2 |
| Agentforce IT Service | Get Incidents Based on Description | Case, Incident, ServiceRequest |
| Agentforce IT Service | Get Product Launch Card | Product2 |
| Agentforce IT Service | Get Service Catalog Attributes | NA |
| Agentforce IT Service | Get User Profile Details | User |
| Agentforce IT Service | Identify Meeting Attendees | User |
| Agentforce IT Service | Identify Service Catalog Item | Product2 |
| Agentforce IT Service | Post Swarming Summary to Feed Item | IncidentFeed, ProblemFeed, Slack Channel Summary Text |
| Agentforce IT Service | Propose Resolution Summary for Incident | Incident, ActionPlan, ActionPlanItem, ConfigurationItem, IncidentConfigurationItem, ProblemConfigurationItem, IncidentFeed, ProblemFeed, Problem, Knowledge |
| Agentforce IT Service | Propose Resolution Summary for Problem | Problem, ActionPlan, ActionPlanItem, ConfigurationItem, IncidentConfigurationItem, ProblemConfigurationItem, ProblemFeed, IncidentFeed, Knowledge, Incident |
| Agentforce IT Service | Reopen a Ticket | Incident, ServiceRequest |
| Agentforce IT Service | Retrieve Assigned Assets | Asset |
| Agentforce IT Service | Review Approval Work Item | ApprovalWorkItem, ApprovalSubmissionDetail |
| Agentforce IT Service | Schedule Outlook Meeting | NA |
| Agentforce IT Service | Search Configuration Items | User, Location |
| Agentforce IT Service | Summarize Approval For Employee | ApprovalWorkItem, ApprovalSubmissionDetail, Related Record, FeedItem, FeedComment |
| Agentforce IT Service | Summarize Change Request | ChangeRequest, ActionPlan, ActionPlanItem, ChangeRequestCnfgItem, ChangeRequestRelatedIssue, ConfigurationItem, EntityMilestone, Incident, IncidentConfigurationItem, Knowledge, Problem, ProblemConfigurationItem, Release, ReleaseRelatedRecord, ChangeRequestFeed, Task, LinkedArticle |
| Agentforce IT Service | Summarize Incident | Incident, ActionPlan, ActionPlanItem, ChangeRequest, ChangeRequestCnfgItem, ChangeRequestRelatedIssue, ConfigurationItem, EntityMilestone, IncidentConfigurationItem, Knowledge, Problem, ProblemConfigurationItem, ProblemIncident, IncidentFeed, Task, LinkedArticle |
| Agentforce IT Service | Summarize Incident for Employees | Incident, EntityMilestone, IncidentFeed |
| Agentforce IT Service | Summarize Multiple Incidents | Incident, ConfigurationItem, IncidentConfigurationItem, IncidentFeed |
| Agentforce IT Service | Summarize Open Approvals For Employee | ApprovalWorkItem, ApprovalSubmissionDetail, Related Records, FeedItem, FeedComment |
| Agentforce IT Service | Summarize Problem | Problem, ActionPlan, ActionPlanItem, ChangeRequest, ChangeRequestCnfgItem, ChangeRequestRelatedIssue, ConfigurationItem, EntityMilestone, Incident, IncidentConfigurationItem, Knowledge, ProblemConfigurationItem, ProblemIncident, ProblemFeed, Task, LinkedArticle |
| Agentforce IT Service | Summarize Releae | Release, User, ReleaseRelatedRecord, Incident, Problem, ChangeRequest, IncidentConfigurationItem, ChangeRequestCnfgItem, ProblemConfigurationItem, ConfigurationItem, LinkedArticle, FeedItem, FeedComment, ActionPlan, Task |
| Agentforce IT Service | Update Configuration Item | User, Location |
| Agentforce Platform | Answer Questions with Salesforce Documentation | Salesforce Help Documentation |
| Agentforce Platform | Answer Questions with Knowledge | Knowledge |
| Agentforce Platform | Draft or Revise Email | Account, Contact, Lead, Opportunity, User, Call Summary, the output of another action |
| Agentforce Platform | Extract Fields and Values from User Input | Any User Interface API-supported standard or custom objects. Specific data usage depends on the fields and values the user wants to extract from the input. |
| Agentforce Platform | Get Policies by Object | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records that the user wants to find. |
| Agentforce Platform | Get Policies by Policy Type | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records that the user wants to find. |
| Agentforce Platform | Get Policy Details | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the metadata and record field values the user wants information about. |
| Agentforce Platform | Get Record Details | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the record the user wants information about. |
| Agentforce Platform | Identify Object by Name | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records that the user wants to find. |
| Agentforce Platform | Identify Record by Name | Any User Interface API-supported standard or custom objects. Specific data usage depends on the metadata and record field values such as name and ID the user wants to extract from the input. |
| Agentforce Platform | Query Records | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records that the user wants to find. |
| Agentforce Platform | Query Records with Aggregate | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records that the user wants to find. |
| Agentforce Platform | Send Email with Verification Code | Contact, User |
| Agentforce Platform | Update Record | Any User Interface API-supported standard or custom objects. Specific data usage depends on the fields that the user wants to update. |
| Agentforce Platform | Verify Customer | NA |
| Automotive | Summarize Vehicle Performance | Vehicle, Vehicle Performance Summary, Vehicle Telematics Event, Vehicle Fault Code Mapping, Vehicle Trip, Vehicle Trip Driver Behavior, Record Alert, Case, Work Order, Claim Item, Claim Coverage, Asset, Asset Warranty, Product2, Product Related Material, Service Appointment, Vehicle Definition |
| Automotive | Create Payment Deferral Case | Case, Service Catalog Request, Service Catalog Request Extended Attribute Value |
| Automotive | Create Payment Due Date Modification Case | Case, Service Catalog Request, Service Catalog Request Extended Attribute Value |
| Automotive | Create Vehicle Appraisal | Appraisal, Appraisal Item, Vehicle |
| Automotive | Get Automotive Financial Accounts for Service Processes | Account, Financial Account, Financial Account Party, Financial Account Party Financial Asset, Party Financial Asset, Asset, Vehicle |
| Automotive | Get Available Appointment Slots | NA |
| Automotive | Get Dealers for Search Criteria | Dealer Vehicle Definition Searchable Field |
| Automotive | Get Financial Accounts for a Customer | Financial Account Party, Financial Account |
| Automotive | Get Updated Terms for Payment Deferral | NA |
| Automotive | Get Updated Terms for Payment Due Date Modification | NA |
| Automotive | Get Vehicles for a Customer | Asset, Vehicle |
| Automotive | Schedule Automotive Appointment | NA |
| Automotive | Search Vehicle Definitions | Vehicle Definition Searchable Field |
| Automotive | Summarize Customer Account | Account, Asset, Vehicle, Account Contact Relation, Party Relationship Group, Engagement Interaction, Subagent Assignment, Subagent, Contact, Driver Performance Summary |
| Automotive | Summarize Customer Finance Profile | Account, Financial Account, Financial Account Party, Applicant, Application Form, Case, Opportunity |
| Automotive | Summarize Financial Account for Customer | Asset, Financial Account, Financial Account Balance, Financial Account Fee, Financial Account Party, Financial Account Party Financial Asset, Financial Account Statement, Financial Account Transaction, Party Financial Asset |
| Automotive and Manufacturing | Create Quote from Opportunity | Opportunity, Opportunity Product, Quote, Quote Line Item |
| Automotive and Manufacturing | Create Opportunity with Products and Preferred Seller | Account, Product2, Opportunity, Opportunity Product, Opportunity Preferred Seller, Price Book |
| Automotive and Manufacturing | Create Service Quote | Asset, Asset Warranty, Price Book, Product2, Work Type, Quote, Quote Line Item, Quote Line Work Source |
| Automotive and Manufacturing | Create Service Work Order | Quote, Quote Line Item, Quote Line Work Source, Work Order, Work Order Line Item |
| Automotive and Manufacturing | Get Asset Warranties | Asset, Asset Warranty |
| Automotive and Manufacturing | Get Price Books | Product2, Price Book |
| Automotive and Manufacturing | Get Pricebooks From WorkType | Work Type, Product2, Price Book |
| Automotive and Manufacturing | Get Products | Work Type, Product2 |
| Automotive and Manufacturing | Get Product Price Details | Price Book, Price Book Entry, Product2 |
| Automotive and Manufacturing | Get Products with Coverage | Asset, Product2, Asset Warranty, Service Contract, Entitlement |
| Automotive and Manufacturing | Get Service Quote | Asset, Quote Line Work Source, Quote |
| Automotive and Manufacturing | Search Product And Parts | Product2 (Product records), Product Searchable Field |
| Automotive and Manufacturing | Summarize Asset Performance | Asset, Record Alert, Case, Work Order, Asset Warranty, Claim, Service Appointment |
| Digital Lending | Retrieve Loan Product Categories | Picklist Value Info and Product |
| Digital Lending | Retrieve Products By Category | Product |
| Digital Lending | Retrieve Product Details | Product, Term, Term Related Object, Product List Rate, and Product Fee |
| Digital Lending | Retrieve Programs By Product | Product, Program, and Program Product |
| Digital Lending | Analyze Estimated Loan Amount | NA |
| Digital Lending | Retrieve Program Details | Program, Term, Term Related Object, Product List Rate, and Product Fee. |
| Agentforce Platform | Summarize Record | Any User Interface API-supported standard or custom objects. Specific data usage depends on the record that the user wants to summarize. |
| B2B Commerce | Add Order to Cart | Cart, Products |
| B2B Commerce | Get Most Recent Orders | Order Summary |
| B2B Commerce | Get Shopper Effective Accounts in Commerce | Accounts, Effective Account |
| B2B Commerce | Look Up Order Summary for Commerce | Account, Order Summary, Order Summary Line Items |
| B2C Commerce | Commerce B2C Add Item to Cart | Basket |
| B2C Commerce | Commerce B2C Edit Cart | Basket |
| B2C Commerce | Commerce B2C View Cart | Basket |
| B2C Commerce | Commerce B2C Apply Coupon | Basket |
| B2C Commerce | Get B2C Order Confirmation | Order |
| B2C Commerce | Get B2C User Access Token | Shopper Login |
| B2C Commerce | Get B2C Product Details | Product |
| B2C Commerce | Search Commerce Products | Product |
| Collections and Recovery | Compile Script for Next Call Based on Previous Collections Interactions | Account, Contact, Financial Account, Collection Plan, Content Document Link, Note, Voice Call |
| Collections and Recovery | Create Case and Related Case Proceeding Records | Account, Contact, Collection Plan, Case Proceeding, Case Proceeding Participant, Case, Event |
| Collections and Recovery | Create Promise to Pay | Account, Contact, Collection Plan, Payment Schedule, Payment Schedule Item |
| Collections and Recovery | Generate and Send Payment Link | Account, Contact, Financial Account, Collection Plan, Payment Link |
| Collections and Recovery | Get Payment Method Sets for Merchant Account | Get Payment Method Sets for Merchant Account |
| Communications | Get Account Record | Account, Contact |
| Communications | Get All Invoices | Account |
| Communications | Get Invoice Charges | Account |
| Communications | Get Invoice Details | Account |
| Communications | Create Billing Dispute Case | Account, Case |
| Communications | Get Account Balance | Account |
| Communications | Get Payment History | Account |
| Communications | Get Service Level Objective Insights For Asset |
Salesforce Objects: Account, Asset Data Model Objects: Asset Service Level Objective, Network Usage |
| Communications | Get Group Suggestions | Quote, Quote Line Item Recipient |
| Communications | Get Quote Location Count | Quote, Quote Line Item Recipient |
| Communications | Get Recipient Grouping Criteria | Quote, Quote Line Item Recipient |
| Communications | Get Quote Location Fields | Quote, Quote Line Item Recipient |
| Communications | Create Quote Recipient Groups | Quote, Quote Line Item Recipient, Quote Recipient Group, Quote Recipient Group Member |
| Communications | Update Quote Recipient Group Name | Quote, Quote Recipient Group |
| Consumer Goods Cloud | Get Retail Execution Account Performance Data |
Account, Product2 Custom Objects: Order__c, Order_Item__c, Unit_of_Measure__c |
| Consumer Goods Cloud | Get Retail Execution Customer Tasks By Account |
Account Custom Objects: Account_Task__c User |
| Consumer Goods Cloud | Get Retail Execution Orders By Account |
Account Custom Objects: Order__c, Order_Item__c Product2, Order_Template__c, Order_Item_Template__c |
| Consumer Goods Cloud | Get Retail Execution Orders By Visit |
Visit Custom Objects: Order__c, Order_Item__cAccount, Product2, Order_Template__c, Order_Item_Template__c |
| Consumer Goods Cloud | Get Retail Execution Visits By Account |
Account, Visit Custom Objects: Visit_Job__c, Asset_Audit__cProduct2, Asset, POS__c, POS_Template__c |
| Energy & Utilities | Create Quote Line Item for Recipient Group | Quote, QuoteLineItem, Product2, ProductSellingModel, QuoteRecipientGroup, QuoteLineItemRcpnt |
| Energy & Utilities | Get Energy Products | Product2, ProductCatalog, ProductCategory, Pricebook2, PricebookEntry, ProductSellingModel |
| Energy & Utilities | Get Fully Priced Products | WebStore, ProductCategory, Product2, Pricebook2, PricebookEntry, ProductSellingModel, ProductAttribute, ProductClassificationAttribute |
| Energy & Utilities | Get Tariff Configurations | AttributeDefinition, AttributePicklistValue |
| Energy & Utilities | Get Available Service Points | ServicePoint, EnergyServiceAgreementItem |
| Energy & Utilities | Get Customer Service Addresses | Account, AssociatedLocation, Location, Address |
| Energy & Utilities | Submit Customer Enrollment | Account, Contact, BillingAccount, AccountBillingAccount, Order, OrderItem, OrderItemRecipient, OrderAction, Product2, Pricebook2, PricebookEntry |
| Energy & Utilities | Generate Tariff Pricing Request | NA |
| Education Cloud | Create Academic Interest (Beta) | Account, Contact, User, Academic Term, Academic Interest |
| Education Cloud | Create Admissions Application (Beta) | Academic Term, Action Plan Template, Individual Application, Individual Application Task, Learning Program, Preliminary Application Reference, Program Term Application Timeline |
| Education Cloud | Create Campus Tour Registration (Beta) | Account, Campaign, Campaign Member, User |
| Education Cloud | Create Course Offering Channel | Course Offering, Course Offering Participant |
| Education Cloud | Create Inquiry (Beta) | Account, User, Case, Educational Information Request, Academic Interest |
| Education Cloud | Create Prior Learning Evaluation (Beta) | Prior Learning Evaluation, Course Credit Transfer Application, Learning Equivalency, Learning Equivalency, Achievement Mapping, Learning Achievement, Learning Outcome Item, Learning, Learning Equivalency Learning, Learning Program, Learning Course |
| Education Cloud | EDU Cloud: Send Email Verification (Beta) | NA |
| EDU Cloud: Verify Email Code (Beta) | NA |
| Education Cloud | Get Academic Term Data (Beta) | Academic Term, Program Term Application Timeline |
| Education Cloud | Get Course Syllabus Canvas Layout | Course Offering, Course Offering Participant, Learning Course |
| Education Cloud | Get External Learning Data (Beta) | Account, External Learning |
| Education Cloud | Get Institution Data (Beta) | Account |
| Education Cloud | Get Learning Equivalencies (Beta) | External Learning, Learning Program, Learning Equivalency |
| Education Cloud | Get Learning Program Data (Beta) | Academic Term, Learning Program, Learning, Program Term Application Timeline |
| Education Cloud | Get Program Term Application Timeline Data (Beta) | Academic Term, Learning Program, Learning, Program Term Application Timeline |
| Education Cloud | Get Campus Tour Campaigns (Beta) | Campaign |
| Education Cloud | Summarize Advising Case | Contact, Case, Interaction Summary, Assessment, Program, Pulse Check, Action Plan, Care Plan, Record Alert |
| Education Cloud | Find Advising Cases | Contact, Case |
| Education Cloud | Find Campus Resources |
Program, Learning Course, Action Plan Template, Care Plan Template, and Involvement Group. Customers can use a data model object to store resources that they want to recommend to students through advisors. |
| Education Cloud | Get Learning Courses (Beta) | Learning Course |
| Education Cloud | Suggest Student Goals (Beta) | Academic Term, Involvement Group Member, Person Competency, Person Trait, Person Affinity, Assessment, Assessment Question Response, Contact Profile, Academic Term Enrollment, Learner Program, Learning Program Plan, OmniProcess |
| Education Cloud | Create Goal (Beta) | Goal Assignment |
| Education Cloud | Create Course Load Summary | Course Offering, Course Offering Schedule, Course Offering Participant, Contact, Academic Session, Academic Term, Learning Course, Learning, Account, Location |
| Education Cloud | Create At-Risk Report |
CRM: Course Offering, Course Offering Participant, Academic Term Enrollment, Contact, Account, Learning Course, Learning, Course Offering Participant Activity Grade, Course Offering Rubric Criterion, Course Offering Participant Result Data streams: Course Offering Participant Activity Grade, Course Offering Rubric. See Visual Indicator. |
| Education Cloud | Create Course Offering Participant Insights |
CRM: Course Offering, Course Offering Participant, Academic Term Enrollment, Contact, Account, Learning Course, Learning, Course Offering Participant Activity Grade, Course Offering Rubric Criterion, Course Offering Participant Result DMO: Course Offering Activity Grade, Course Offering Participation, Course Offering Participant, Course Offering Rubric |
| Education Cloud | Create Record Alert | Course Offering Participant, Contact, Case, Record Alert |
| Education Cloud | Create Record Alert Channel | Record Alert, Case, Case Team Member, Slack Channel Related Record, Course Offering Participant, Course Offering, Contact, Account |
| Education Cloud | Close Record Alert and Related Channel | Record Alert, Slack Channel Related Record |
| Education Cloud | Get Attendance Info | Voice Call, Contact, Attendance Source Type, Attendance Entry, Attendance Recording, Course Offering |
| Education Cloud | Resolve Attendance Source Data | Voice Call, Contact, Attendance Entry, Attendance Recording, Attendance Policy, Attendance Policy Source Type, Attendance Source Data, Attendance Source Type, Code Set |
| Field Service | Assign Appointment to Service Resource for Field Service | Scheduling Policy, Service Appointment, Service Resource |
| Field Service | Cancel Appointment for Field Service | Contact, Service Appointment, Engagement Subagent |
| Field Service | Create Appointment for Field Service | Contact, Service Appointment, Work Type, Work Order |
| Field Service | Create Appointment List Filter for Field Service | CreateFilterEvent__e (platform event), Service Appointment |
| Field Service | Get Appointment Information for Field Service | Contact, Service Appointment |
| Field Service | Get Appointment Time Slots for Field Service | Contact, Service Appointment, Operating Hours, Scheduling Policy |
| Field Service | Get Appointments By Criteria for Field Service | Flow Definition, User, Service Appointment, Service Resource, Assigned Resource, Contact, Account, Operating Hours, Service Territory Member, Service Territory, Work Type |
| Field Service | Get Appointments to Fill Gaps for Field Service | Scheduling Policy, Service Appointment, Service Resource |
| Field Service | Get Current Time for Field Service | Service Appointment, Service Territory, Operating Hours |
| Field Service | Get Engagement Subagents for Field Service | Messaging Session, Engagement Subagent |
| Field Service | Get Work Types for Field Service | Work Type |
| Field Service | Rebook and Notify for Field Service | Flow Definition, Service Appointment |
| Field Service | Refine Post-Work Summary for Field Service | Work Order |
| Field Service | Schedule Appointment for Field Service | Contact, Service Appointment, Scheduling Policy, Engagement Subagent |
| Field Service | Summarize Scheduling Issues for Field Service | CreateFilterEvent__e (platform event), Dashboard, Report, Service Appointment |
| Field Service | Summarize Service Appointment Notes | Service Appointment |
| Field Service | Update Appointment Times for Field Service | Contact, Service Appointment |
| Financial Services | Create Case to Block Card | Account, Case, Financial Account, Issued Card |
| Financial Services | Create Case for Fee Reversal | Account, Case, Financial Account, Financial Account Fee |
| Financial Services | Create Case for Financial Account Address Update | Account, Case |
| Financial Services | Create Case For Manage Card Settings | Account, Case, Financial Account, Issued Card |
| Financial Services | Create Case for Order Checkbook | Account, Case, Financial Account |
| Financial Services | Create Case for Stop Check Payment | Account, Case, Financial Account |
| Financial Services | Create Case For Transfer Funds | Account, Case, Financial Account |
| Financial Services | Create Case For Travel Notification | Account, Case |
| Financial Services | Create Interaction | Account, Account Plan Objective, Interaction |
| Financial Services | Create Interaction Summary | Account, Account Plan Objective, Interaction, Interaction Summary |
| Financial Services | Create Interaction Attendee | Contact, Interaction, Interaction Attendee, User |
| Financial Services | Create Account Plan Objective | Account Plan, Account Plan Objective, Contact |
| Financial Services | Create Account Plan Objective Measure | Account Plan Objective, Account Plan Objective Measure |
| Financial Services | Create Action Plan | Action Plan, Action Plan Template, Account |
| Financial Services | Create Action Plan Item | Action Plan, Action Plan Template, Action Plan Item, Account, Task |
| Financial Services | Create Financial Goal | Financial Goal, Financial Goal Party, Account |
| Financial Services | Create Financial Plan | Action Plan, Action Plan Template, Account |
| Financial Services | Create Interest Tag | Interest Tag, Interest Tag Record Assinment, Tag Category Assignment, Tag Category, Subagent, Subagent Assignment, Account |
| Financial Services | Create or Update Agenda Draft | Note, Account |
| Financial Services | Create Person Life Event | Account, Person Life Event |
| Financial Services | Create Record Alerts | Record Alert, Account |
| Financial Services | Create Opportunity | Account, Opportunity |
| Financial Services | Extract Action Plans | Action Plan |
| Financial Services | Extract Financial Goals | Financial Goal |
| Financial Services | Extract Financial Plans | Financial Plan |
| Financial Services | Extract Person Life Events | Person Life Event |
| Financial Services | FinServ Package Create Financial Goal | Financial Goal, Account |
| Financial Services | FinServ Package Create Life Event | Account, Life Event |
| Financial Services | FinServ Package Extract Financial Goals | Financial Goal |
| Financial Services | FinServ Package Extract Life Events | Life Event |
| Financial Services | FinServ Package Get Client Life Events | Life Event, Account, Account Contact Relation |
| Financial Services | FinServ Package Structure Financial Advisor Meeting Notes | NA |
| Financial Services | FinServ Package Summarize Financial Details | Financial Account, Financial Account Role, Financial Holding, Financial Goal, Account, Account Contact Relation |
| Financial Services | FinServ Package Summarize Financial Goals | Financial Goal, Account, Account Contact Relation |
| Financial Services | FinServ Package Summarize Portfolio Performance | Financial Account, Financial Account Role, Financial Holding, Account,, Account Contact Relation |
| Financial Services | Get Card Details for Account | Account, Issued Card |
| Financial Services | Get Card Settings | Financial Account, Issued Card |
| Financial Services | Get Client Life Events | Person Life Event, Account, Party Relationship Group, Account Contact Relation |
| Financial Services | Get Fee Transactions from Financial Account | Financial Account, Financial Account Transaction |
| Financial Services | Get Financial Account Addresses | Account, Financial Account, Financial Account Address |
| Financial Services | Get Financial Account Balances | Financial Account, Financial Account Balance |
| Financial Services | Get Financial Accounts for an Account | Account, Financial Account |
| Financial Services | Get Financial Account Transactions | Financial Account, Financial Account Transaction |
| Financial Services | Get Interactions By Date Range | Account, Interaction |
| Financial Services | Restructure Meeting Notes | Account, Interaction |
| Financial Services | Review Asset Allocation | Financial Asset Portfolio Target Allocation, Account, Party Relationship Group, Account Contact Relation |
| Financial Services | Structure Financial Advisor Meeting Note | NA |
| Financial Services | Summarize Account Financial Details | Financial Account, Financial Account Party, Case,Securities Holding, Financial Goal, Financial Goal Party,Financial Plan, Account, Party Relationship Group, Account Contact Relation |
| Financial Services | Summarize Account Record Alerts | Record Alert, Account |
| Financial Services | Summarize Agenda Drafts | Account, Note |
| Financial Services | Summarize Household Financial Details | Financial Account, Financial Account Party, Case,Securities Holding, Financial Goal, Financial Goal Party,Financial Plan, Account, Party Relationship Group, Account Contact Relation |
| Financial Services | Summarize Financial Plans and Goals | Financial Goal, Financial Goal Party, Financial Plan,Account, Party Relationship Group, Account Contact Relation |
| Financial Services | Summarize Portfolio Performance | Financial Account, Financial Account Party, Securities Holding, Account, Party Relationship Group, Account Contact Relation |
| Fundraising | Create Philanthropic Assessment | Account, Party Philanthropic Assessment |
| Fundraising | Create Party Philanthropic Research Profile | Account, Party Philanthropic Research Profile |
| Fundraising | Get Research Profile Canvas Layout | Party Philanthropic Research Profile, Party Philanthropic Assessment, Party Philanthropic Indicator, Party Philanthropic Occurrence |
| Fundraising | Summarize Philanthropic Milestones | Account, Party Philanthropic Milestone, Party Philanthropic Assessment, Party Philanthropic Occurrence, Party Philanthropic Indicator |
| Fundraising | Summarize Wealth Capacity | Account, Party Philanthropic Milestone, Party Philanthropic Assessment, Party Philanthropic Occurrence, Party Philanthropic Indicator |
| Fundraising | Close Gift Commitment | Account, Gift Commitment, Gift Commitment Schedule, Gift Transaction, Contact Profile, Gift Transaction Designation, Gift Tribute, Fundraising Config |
| Fundraising | Manage Gift Commitment | Account, Campaign, Opportunity, Gift Commitment, Gift Commitment Schedule, Gift Transaction, Gift Transaction Designation, Gift Soft Credit, Gift Default Designation, Gift Default Soft Credit, Gift Designation, Gift Commitment Change Attribution Log, Payment Instrument, Outreach Source Code, Fundraising Config, Contact Profile |
| Global Promotions Management | Add or Update Limit in Pricing Promotion | Promotion |
| Global Promotions Management | Create or Update Pricing Promotion | Promotion, PromotionMarketSegement, Campaign, MarketSegment |
| Global Promotions Management | Create or Update Promotion Using a Spend X Template | Promotion, PromotionProduct, PromotionProductCategory, VoucherDefinition, GameDefinition |
| Health | Classify Disease Surveillance Case | Case, Specimen, Diagnostic Summary, Care Observation, Health Condition, Disease Definition, Disease Definition Criteria, Disease Definition Condition |
| Health | Extract Patient Home Visit Requirements | Voice Call |
| Health | Find Matching Providers | CareProviderSearchableField |
| Health | Find Providers Info | Account, CareProviderSearchableField, CareSpecialty, Contact, HealthcarePayerNetwork, HealthcareProvider, OperatingHours |
| Health | Generate FHIR Payload | NA |
| Health | Get Patient Data from EMR | NA |
| Health | Register a Patient in EMR | NA |
| Health | Summarize Patient Healthcare Details | Clinical Encounter, Medication Request, Health Condition, Allergy Intolerance, Patient Immunization, Goal Assignment, Care Gap, Care Plan, Patient Medical Procedure, Care Observation, Opportunities, Clinical Service Request, Member Plans |
| Health | Summarize Patient Home Healthcare Details | Clinical Encounter, Medication Request, Health Condition, Allergy Intolerance, Patient Immunization, Goal Assignment, Care Gap, Care Plan, Patient Medical Procedure, Care Observation, Opportunities, Clinical Service Request, Member Plans |
| Insurance | Get Insurance Quote Details | Account, Quote, Quote Line Item |
| Inventory Management | Get Search Criteria and Results | NA |
| Insurance | Summarize Insurance Policyholder | Account, Insurance Policy, Insurance Policy Asset, Insurance Policy Participant, Insurance Policy Coverage, Claim |
| Inventory Management | Get Search Criteria and Results | NA |
| Life Sciences | Add Site and Investigator to Study | Healthcare Facility, Healthcare Provider, Care Program Site, Research Study |
| Life Sciences | Add Sites Search Results to Study | Healthcare Facility, Healthcare Provider, Care Program Site, Research Study, Care Site Investigator Searchable Fields |
| Life Sciences | Generate Healthcare Provider Summary | Accounts, Provider Account Territory Summary, Healthcare Provider, Account User Territory2 View, Visit, Provider Affiliations, Provider Visits, Inquiries, Inquiry Questions, Provider Visit Product Detailing, Provider Visit Requested Sample, Provider Visit Detailing Product Message, Party Publications, Accreditations, Provider Activity Goals |
| Life Sciences | Get Omniscript IDs From Research Study | CareProgram, CareProgramDetail, ResearchStudy, OmniProcess |
| Life Sciences | Get Site Search Filters for Research study | Care Program, Research Study, Care Program Detail |
| Life Sciences | Go to Care Program Sites | CareProgramSite, ResearchStudy |
| Life Sciences | Send Site Feasibility Assessments | Assessment Envelope, Assessment Envelope Item, Care Program Site, Account(personal), Contact Point Email, OmniProcess |
| Life Sciences | Summarize Investigator | HealthcareProvider, PersonEmployment, HealthcareProviderSpecialty, HealthcarePractitionerFacility, PersonEducation, BusinessLicense, BoardCertification, PartyPublication, Account, ProviderAffiliation, ResearchStudy |
| Life Sciences | Summarize Patient Response for Benefits Reverification |
Assessment, Assessment Envelope, Assessment Envelope Item, Assessment Question Response, Care Benefit Verify Request, Medication, Medication Request, Account, Healthcare Provider, Product2, Unit Of Measure, Member Plan, Purchaser Plan |
| Loyalty Management | Create or Update Promotion using Accrual Promotion Template | Promotion, LoyaltyProgram, LoyaltyTierGroup, LoyaltyTier, LoyaltyProgramCurrency, LoyaltyProgramBadge, VoucherDefinition, LoyaltyPartnerProduct, PromotionMarketSegment, JournalSubtype |
| Loyalty Management | Generate Loyalty Promotion Email | Promotion, LoyaltyProgram, LoyaltyTierGroup, LoyaltyTier, LoyaltyProgramCurrency, LoyaltyProgramBadge, VoucherDefinition, LoyaltyPartnerProduct, PromotionMarketSegment, JournalSubtype |
| Life Sciences | Summarize Site | Healthcare Facility, CareProviderFacilitySpecialty, HealthcareProviderService, Accreditation, HealthcarePractitionerFacility, Account, ProviderAffiliation, ResearchStudy |
| Manufacturing | Create Product Request | Product Request, Product Request Line Item, Product Item, Location |
| Manufacturing | Create Sales Agreements Bulk Update Request | Sales Agreement, Sales Agreement Product, Sales Agreement Product Schedule, Sales Agree Product Attribute, Account, Pricebook Entry, Product2, Attribute Definition, Attribute Picklist Value |
| Manufacturing | Create Service Quote | Asset, Asset Warranty, Price Book, Product2, Work Type, Quote, Quote Line Item, Quote Line Work Source |
| Manufacturing | Create Service Work Order | Quote, Quote Line Item, Quote Line Work Source, Work Order, Work Order Line Item |
| Manufacturing | Create Visit for Context Record | Visit, Account, Contact, Location, Address, Work Type |
| Manufacturing | Forecasts to Opportunity Execution | Advanced Account Forecast Set Use, Advanced Account Forecast Fact, Opportunity, Opportunity Line Item |
| Manufacturing | Forecasts to Opportunities Filter Criteria | Manufacturing Program, Forecast, Opportunity, Opportunity Line Item, Account, Pricebook2 |
| Manufacturing | Get Asset Warranties | Asset, Asset Warranty |
| Manufacturing | Get Price Books | Product2, Price Book |
| Manufacturing | Get Products | Work Type, Product2 |
| Manufacturing | Get Service Quote | Asset, Quote Line Work Source, Quote |
| Manufacturing | Summarize Asset Performance | Asset, Asset Telematics Event, Asset Fault Code Mapping, Asset Performance Summary, Record Alert, Case, Work Order, Claim Item, Claim Coverage, Asset Warranty, Product2 |
| Manufacturing | Get Attribute Details | Attribute Definition, Attribute PicklistValue |
| Manufacturing | Get Search Criteria and Results | Search Criteria Configuration, Search Metadata |
| Manufacturing | Opportunity to Json Builder | Opportunity, Opportunity Line Item Schedule |
| Manufacturing | Perform Bulk Update for Sales Agreement Metrics | Sales Agreement, Sales Agreement Product, Sales Agreement Product Schedule |
| Manufacturing | Summarize Inventory Details | Product Item, Location |
| Manufacturing | Summarize Rebate Payouts for a Member | Rebate Program Member, Account, Rebate Program, Rebate Type, Rebate Program Member Payout, Program Rebate Type Payout |
| Manufacturing | Get Rebate Type Payout Sources | Program Rebate Type Payout Source, Rebate Member Product Aggregate |
| Manufacturing | Get Aggregate Summary | Rebate Program Member, Rebate Program Payout Period, Rebate Program Member Payout, Rebate Type |
| Manufacturing | Get Payout Periods For a Member | Rebate Program Member, Rebate Program Payout Period |
| Manufacturing | Get Aggregate Sources For a Member | Rebate Member Product Aggregate, Transaction Journal |
| Manufacturing | Get Rebate Type Payouts For a Member | Program Rebate Type Payout, Rebate Program Payout Period |
| Manufacturing | Search Dealers for Products | Dealer Product Searchable Field, Seller Product, Service Territory |
| Manufacturing | Get Assets for Customer and Create Asset Appraisal | Asset, Opportunity, Appraisal, Appraisal Item |
| Manufacturing | Summarize Asset Performance | Asset, Telemetry data, Service data, Fault codes |
| Manufacturing | Summarize Rebate Type Payout Source | Rebate Program Member, Rebate Program Payout Period, Program Rebate Type Payout Source , Program Rebate Type Payout, Rebate Program Member Payout, Program Rebate Type Benefit, Rebate Member Product Aggregate, Transaction Journal, Rebate Type |
| Manufacturing | Summarize Rebate Payouts by Period | Account, Program Rebate Type Payout, Rebate Program Member, Rebate Program Payout Period, Rebate Type |
| Manufacturing | Summarize Sales Agreement Performance | Attribute Definition, Attribute PicklistValue |
| Marketing | Create a Campaign From a Brief | Campaigns |
| Marketing | Create Section with Content | NA |
| Marketing | Draft a Campaign Brief | Campaign brief |
| Marketing | Draft Content | NA |
| Marketing | Generate Campaign Insights | Campaigns, Engagement Data from Data 360 |
| Marketing | Get Distributed Marketing Email Templates | Campaigns and Flows |
| Marketing | Get Marketing Engagement Activities | Engagement data from Data 360, Lead, Contact, and Person Account |
| Marketing | Get Recommended Email Templates | Engagement data from Data 360, Lead, Contact, and Person Account |
| Marketing | Get Score for Record ID | Account, Contact, Lead, and Prospect |
| Marketing | Identify Business Unit | Business Units |
| Marketing | Identify Top Engaged Unified Individuals | User engagement data from DMOs |
| Marketing | Journey Decisioning Create Content | Journeys from Marketing Cloud Engagement, and Flows |
| Marketing | Journey Decisioning Selection | Journeys from Marketing Cloud Engagement, and Flows |
| Marketing | Refine Campaign Preview | Campaign brief |
| Marketing | Save Campaign | Campaigns |
| Marketing | Save Campaign Brief | Campaign brief |
| Marketing | Summarize a Campaign | Campaigns |
| Marketing | Get Channel Types | User engagement data from DMOs |
| Marketing | Get Campaign Objectives | User engagement data from DMOs |
| Marketing | Get Metrics | User engagement data from DMOs |
| Marketing | Get Low Performing Ads | User engagement data from DMOs |
| Media | Create Media Opportunity | Account, Opportunity, and Ad Opportunity |
| Media | Create Media Proposal | Price Book, Sales Transaction Type, Opportunity, Quote, Ad Quote, and Product |
| Media | Find Media Opportunity | Account, Opportunity, and Ad Opportunity |
| Media | Get Media Products | Price Book, Product, Ad Target Segment Value, Ad Target Category, Ad Target Category Segment, and Category |
| Media | Get Media Products Based on Targeting | Price Book, Product, Ad Target Segment Value, Ad Target Category, Ad Target Category Segment, and Category |
| Media | Media Opportunity Summary | Opportunity, Ad Opportunity, Quote, Ad Quote, and Task |
| Media | Request For Proposal Summary | Account, Contact, Opportunity, Content Document Link, Request For Proposal, Request For Proposal Summary |
| Net Zero Cloud | Combine Snippets | Document Clause |
| Net Zero Cloud | Draft Disclosure Responses | Searchable Reference Document, Document Clause, Content Document, and Content Version |
| Net Zero Cloud | Draft Snippet For Question | Searchable Reference Document, Document Clause, Content Document, Content Version, Assessment Question, Assessment Question Version, Document Clause Set, Document Clause Set Assessment Question |
| Net Zero Cloud | Get Vehicle Asset Emission Source Data | Vehicle Asset Emission Source |
| Net Zero Cloud | Get Sustainability Stakeholder Data | Sustainability Stakeholder |
| Net Zero Cloud | Manage Sustainability Task Group | Sustainability Task Group |
| Net Zero Cloud | Get Sustainability Task Group Data | Sustainability Task Group |
| Net Zero Cloud | Create Sustainability Task Group | Sustainability Task Group, Sustainability Task, and Task |
| Personalization | Get Context | Data graphs and all related objects |
| Personalization | Get Recommendations | User engagement data from the DMOs |
| Personalization | Understand User Intent | NA |
| Program Based Business | Forecasts to Opportunities Filter Criteria | NA |
| Program Based Business | Forecast to Opportunity Execution | Opportunity, Opportunity Line Item, Manufacturing Program, Forecast, Account, Pricebook2 |
| Program Based Business | OpportunityJsonBuilder | Opportunity, Account, Pricebook2 |
| Program and Case Management | Create Referral | Referral |
| Program and Case Management | Get Participant Goal | Account, Contact, Goal Assignment |
| Program and Case Management | Create Participant Benefits | Account, Contact, Benefit, Benefit Assignment, Benefit Disbursement, Program Enrollment |
| Program and Case Management | Prepare Participant Notes | Account, Contact, Interactions, Interaction Summaries |
| Program and Case Management| Prepare Participant Summary | Account, Application Form, Assessment, Benefit Assignment, Benefit Disbursement, Care Barrier, Care Plan, Goal Assignment, Interaction Summary, Interaction, Program Enrollment, Public Complaint, Publish Complaints, Record Alert, Referrals, Tasks |
| Public Sector | Answer Questions from Document | Uploaded policy documents. Up to 4 MB for text or HTML files, or 100 MB for PDF files |
|
Public Sector | Automatically Resolve Complaint |
Public Complaint |
| Public Sector | Check For Regulatory Code Violation | Policy documents |
|
Public Sector | Create Assessment for Public Complaint |
Assessment, Public Complaint |
|
Public Sector | Create Assessment Question Response |
Assessment, Assessment Question, Assessment Question Response |
|
Public Sector | Create Candidate Leads |
Account, Application Form, Lead, Party Profile, Recruitment Posting |
| Public Sector | Create Regulatory Code Violation | NA |
|
Public Sector | Create Regulatory Code Violation for Public Complaint |
Public Complaint, Regulatory Code, Regulatory Code Violation |
| Public Sector | Create Regulatory Transaction Fee | Regulatory Code Violation, Violation Enforcement Action, Visit |
| Public Sector | Create Violation Enforcement Action | Regulatory Code Violation, Visit |
| Public Sector | Draft Visit Summary Email | Regulatory Transaction Fee, Regulatory Transaction Fee Item, Regulatory Code Violation, Violation Enforcement Action, Visit, Visited Party |
|
Public Sector | Email Candidate Leads |
Lead, Recruitment Posting |
|
Public Sector | Email Complaint Participant |
Account, Complaint Participant, Contact, Email Template, Public Complaint |
|
Public Sector | Find Similar Complaints |
Public Complaint |
|
Public Sector | Find Similar Complaints Against Perpetrator |
Complaint Participant, Public Complaint |
|
Public Sector | Find Similar Unresolved Complaints |
Public Complaint |
|
Public Sector | Get Assessment Questions |
Assessment Question, Assessment Question Assignment, Assessment Question Set, Public Complaint |
|
Public Sector | Get Assessment Question Text and Response Values |
Assessment Question, Assessment Question Version |
|
Public Sector | Get Candidates and Create Leads |
Account, Lead, Party Profile, Person Examination, Recruitment Posting |
|
Public Sector | Get Candidates with Matched Skills |
Account, Person Competency, Person Examination |
|
Public Sector | Get Examination and Competency Details for Skills |
Competency, Examination |
| Public Sector | Get Regulatory Code Violation Details | Regulatory Code, Visit |
|
Public Sector | Get Relevant Application Forms |
Application Form, Application Form Relation, Recruitment Posting, Recruitment Requisition |
|
Public Sector | Get Relevant Regulatory Codes |
Public Complaint, Regulatory Code |
|
Public Sector | Get Relevant Skill IDs |
Competency, Examination, Job Position Recruitment, Position Qualification, Requisition Job Position, Recruitment Posting |
|
Public Sector | Get Unprocessed Regulatory Codes |
Public Complaint, Regulatory Code, Regulatory Code Violations |
| Public Sector | Get Violation Enforcement Actions | Policy documents |
| Public Sector | Preview Hiring Managers | Application Form, Recruitment Requisition, Recruitment Posting, Recruitment Requisition Participant |
| Public Sector | Send Visit Summary Email | Visit, Visited Party |
| Public Sector | Share Application Form with Hiring Manager | Application Form, Recruitment Requisition, Recruitment Posting, Recruitment Requisition Participant |
| Public Sector | Summarize Application Form | Account, Action Plan, Action Plan Item, Application Form, Application Form Evaluation, Assessment, Assessment Question Responses, Board Certification, Omni Assessment Task, Party Profile, Person Education, Person Competency, Person Employment, Person Examination, Vetting Evaluation |
|
Public Sector | Summarize Public Complaint |
Activity, Contact, Public Complaint, and documents uploaded when the complaint was filed |
| Revenue | Add Quote Line Item to Quote | Opportunity, Price Book, Product, Product Selling Model, Quote, Quote Line Item |
| Revenue | Apply Discount To Quote Line Item | Quote, Quote Line Item |
| Revenue | Create Amendment Quote | Account, Asset, Contract, Quote, Quote Line Item |
| Revenue | Create Initial Quote | Opportunity, Price Book, Quote |
| Revenue | Create Renewal Quote | Asset, Quote, Quote Line Item |
| Revenue | Explain Invoice Line | Invoice Line, Billing Schedule Group, Billing Period Item, Usage Billing Period Item, Billing Milestone Plan Item |
| Revenue | Find Products | Product2, Pricebook2, PricebookEntry, ProductCategory, ProductCategoryProduct |
| Revenue | Generate Product Description | Product, Product Category Product, Product Classification Attribute |
| Revenue | Get Account Assets | Account, Asset, Asset Action, Asset Action Source |
| Revenue | Get Account Balance | Account, Invoices, Credit Memo, Debit Memo, Payments, Refunds |
| Revenue | Get Invoice Line Records | Invoice, Invoice Line |
| Revenue | Get Latest Invoice and Document PDF | Account, Invoice, InvoiceDocument |
| Revenue | Get Next Due Payment | Account, Invoice |
| Revenue | Get Payment Plan Details | Invoice, Payemnt Schedule, Payment Schedule Item |
| Revenue | Get Product Details | Product2, ProductSellingModel, Pricebook2, PricebookEntry, ProductAttribute, ProductAttributeCategory, ProductCategoryProduct, ProductComponentGroup, ProductRelatedComponent, ProductSellingModelOption, ProductQuantity, ProductSpecificationType, ProductSpecificationRecordType, ProductClassification |
| Revenue | Get Product Selling Model for Products | Product, Product Selling Model, Product Selling Model Option |
| Revenue | Get Rule-Based Product Recommendations | Quote, QuoteLineItem, Product2, ProductRelationshipType, ProductAttribute, ProductAttributeCategory, ProductCategoryProduct, ProductSellingModel, ProductClassification |
| Revenue | Get Usage Details | Transaction Usage Entitlement, Usage Entitlement Account, Usage Entitlement Bucket, Usage Entitlement Entity, Usage Resource |
| Revenue | Summarize Contract Document | Contract, Contract Document Version, Content Document |
| Revenue | Update Quote Details | Quote |
| Revenue | Update Quote Line Item Details | Quote, Quote Line Item |
| Revenue | Query Contract Document | Contract, Contract Document Version, Content Document |
| Revenue | Query Quote Line Items | Product, Quote, Quote Line Item |
| Sales | Add Record to Cadence | Lead, Contact, Account, ActionCadence, ActionCadenceTracker, and ActionCadenceStepTracker |
| Sales | Create a Label | Task, Flow Orchestration, Work Item, Contact, Account, Opportunity, Lead, Case, Campaign, Email Template, Action Cadence, Call Template, and Custom Object |
| Sales | Create a To-Do | Account, Contact, Lead |
| Sales | Create Close Plan |
|
| Sales | Explore Conversation | Video Call, Voice Call |
| Sales | Find Contact Interactions | Contact, Opportunity, Opportunity Contact Role |
| Sales | Find Past Collaborators | Contact, User |
| Sales | Find Similar Opportunities | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records the user wants to find. |
| Sales | Get Account and Account Plan | Account, Account Plan |
| Sales | Get Activity Details | Call, Email, Event, Task |
| Sales | Get Activities Timeline | Call, Email, Event, Task |
| Sales | Get Conversation Intelligence |
|
| Sales | Get Conversation Transcript | Video Call, Voice Call |
| Sales | Get Forecast Guidance | Forecasting Item, Forecasting Quota, Opportunity, Tasks, Default Period |
| Sales | Get Product Pricing | Opportunity, PriceBook, and Product |
| Sales | Get Related Emails |
|
| Sales | Get Related Notes |
|
| Sales | Identify Contact Role | Contact, Account, Opportunity, and Opportunity Contact Role |
| Sales | Identify Key Contacts | Contact, Account, Opportunity, and Opportunity Contact Role |
| Sales | Label a Record | Task, Flow Orchestration, Work Item, Contact, Account, Opportunity, Lead, Case, Campaign, Email Template, Action Cadence, Call Template, and Custom Object |
| Sales | Log a Call | Contact, Lead, and Task |
| Sales | Prioritize Opportunities | Opportunity |
| Sales | Review My Day | User, Opportunity, Lead, Event, Task, and ForecastingQuota |
| Sales | Search Conversations | Opportunity, Video Call, Voice Call |
| Sales | Suggest Next Step for Opportunity | Opportunity, Video Call, Voice Call, Notes, Email Message |
| Sales | Suggest Stage for Opportunity | Opportunity, Video Call, Voice Call, Notes, Email Message |
| Sales | Update AI-Generated Action Item | AiGenActionItem, Account, Opportunity |
| Sales | Coach | Give Feedback on Needs Analysis Stage | Opportunity |
| Sales | Coach | Give Feedback on Negotiation and Review Stage | Opportunity |
| Sales | Coach | Give Feedback on Proposal Stage | Opportunity |
| Sales | Coach | Give Feedback on Qualification Stage | Opportunity |
| Sales | SDR | Draft Generic Reply Email | Lead, Email Message |
| Sales | SDR | Draft Initial Outreach Email | Lead |
| Sales | SDR | Draft Nudge Email | Lead |
| Sales | SDR | Send Meeting Request | Lead, Contact, Email Message |
| Sales | SDR | Draft Meeting Request Email | Lead, Contact, Email Message |
| Sales | SDR | Schedule Email | Lead, Contact, Email Message, Action Cadence Step Tracker |
| Sales | SDR | Opt-Out Lead | Lead, Contact, Action Cadence Step Tracker |
| Sales Agreement | Create Visit | NA |
| Sales Agreement | Get Attribute Details | Attribute Definition, Attribute PicklistValue |
| Sales Agreement | Perform Bulk Update for Sales Agreement Metrics | Sales Agreement, Sales Agreement Product, Sales Agreement Product Schedule |
| Sales Agreement | Summarize Sales Agreement Performance | Attribute Definition, Attribute PicklistValue |
| Security | Classify Security Risk | Security Center and Event Monitoring data and related objects |
| Security | Get Security Alerts | Security Center and Event Monitoring data and related objects |
| Security | Get Security Metric Data | Security Center and Event Monitoring data and related objects |
| Service | Add a Case Comment | Case and CaseComment |
| Service | Cancel Order | NA |
| Service | Check Rep Availability for Routing | UserPresenceStatus, Group, GroupMember, Skill, ServiceResourceSkill, MessagingSession |
| Service | Create Case | Case |
| Service | Draft Case Response | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the record the user wants information about. |
| Service | Enhance Product Description | Product |
| Service | Finalize New Delivery Time | NA |
| Service | Finalize Reservation | NA |
| Service | Find Similar Interactions | Any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the record the user wants information about. |
| Service | Get All Cases for Contact | Case |
| Service | Get Case by Case Number | Case |
| Service | Get Delivery Time Slots | NA |
| Service | Get Order by Order Number | NA |
| Service | Get Orders by Contact | NA |
| Service | Get Reservation Time Slots | NA |
| Service | Identify Customer by Email | Contact |
| Service | Raise Flag for Supervisor | AgentWork, User |
| Service | Reset Password | NA |
| Service | Summarize Engagement | Any User Interface API-supported standard or custom objects. Specific data usage depends on the fields and values the user wants to extract from the input. |
| Service | Summarize Product Reviews | Product |
| Service | Update Customer Contact | NA |
| Service | Update Omni-Channel User Configuration | Group (for queue assignments), GroupMember (for queue assignments), OmniSupervisorConfig, OmniSupervisorConfigGroup, OmniSupervisorConfigProfile, OmniSupervisorConfigQueue, OmniSupervisorConfigSkill, OmniSupervisorConfigUser, ServiceResourceSkill (for skill assignments), Skill (for skill assignments), ServiceResource, UserPresenceStatus |
| Setup with Agentforce | User, any searchable standard objects supported by the User Interface API, any searchable custom objects, and Setup metadata. Specific data usage depends on the records the user wants to find. |
| Setup: Agent for Setup | Create External Client App | External Client App |
| Setup: Agent for Setup | Get and Explain Object Permissions of User | User and any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records the user wants to find. |
| Setup: Agent for Setup | Get and Explain User Permissions of User | User and any searchable standard objects supported by the User Interface API and any searchable custom objects. Specific data usage depends on the records the user wants to find. |
| Setup: Agent for Setup | Identify User Permissions by Name | NA |
| Setup: Agent for Setup | Migrate Connected App | Connected App, Connected App OAuth Settings, Connected App OAuth Policies |
| Setup: Agent for Setup | Summarize OAuth in a Connected App | Connected App, Connected App OAuth Settings, Connected App OAuth Policies |
| Slack | Archive a Slack Channel | Slack Channel ID |
| Slack | Create a Salesforce Channel in Slack | Slack Channel ID, Salesforce Record ID |
| Slack | Create a Slack Canvas | NA |
| Slack | Create a Slack Channel | NA |
| Slack | Create an Account Executive Brief | Account Name, Account Description, Account Opportunities, Record Snapshot |
| Slack | List Slack Workspaces | Slack Workspace List |
| Slack | Look Up a Salesforce Channel in Slack | Salesforce Channel, Salesforce Record ID |
| Slack | Look Up a Slack User | Slack User ID |
| Slack | Search Slack | Slack Message, File details (based on user permission) |
| Slack | Send a Slack Direct Message | Slack User ID |
| Slack | Send a Slack Message to a Channel | Slack Channel ID |
| Slack | Share a Slack Canvas | Slack User ID or Slack Channel ID |
| Slack | Summarize a Channel | Slack Message, File details (based on user permission) for a particular channel |
| Slack | Start a Conversation with an Agent in Slack | Slack User ID |
| Slack | Update a Slack Canvas | Slack Canvas |
| Volunteer Management | Find Unfilled Shifts | Job Position Shifts |
| Volunteer Management | Match Volunteers to Shifts | Account, Competency, Job Position Qualification, Location, Operating Hours, Person Competency, Person Location Availability, Position, Position Qualification, Time Slot, Volunteer Initiative, Job Position, Job Position Shift, Job Position Assignment |
| Omnistudio | Diagnose Components (Pilot) | N/A |
| Omnistudio | Get Org Objects | N/A |