--- schema_version: "1" id: 91393342ef6bed98f73505a877f8b151f4cc52cbcb4e8ad268193442f72dbb6f title: Agents and Data Usage collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_data_usage.md canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_data_usage.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f4da2f97ac80a46b3f9f4c0ae4f005c80966463c88da59fa37f0983434ac0770 description: As an Einstein customer, it’s important for you to know what data is being used by agents. products: - Agentforce - Cross Cloud release: "264" --- # Agents and Data Usage 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](https://help.salesforce.com/s/articleView?id=ai.copilot_trust.htm&release=264.0.0&type=5 "With Salesforce, it’s easy to build safe AI agents because agents are designed to help mitigate the risks associated with generative AI technology."). 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](https://help.salesforce.com/s/articleView?id=ai.generative_ai_consent_optout.htm&release=264.0.0&type=5 "Choose whether to allow Salesforce to access Customer Data in your org. If shared, Salesforce has your consent to use Customer Data for specific purposes."). To learn more about the objects and data used in Agentforce Coworker, see [Einstein and Data Usage in Agentforce Coworker.](https://developer.salesforce.com/docs/data/agentforce-coworker/guide/agentforce-coworker-einstein-data-usage.html)

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	Opportunity: data, contact data, products, email, and email insights. Activity 360: emails, meetings, and insights data.
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	Inside of Deal Analysis: Video Call, Voice Call Outside of Deal Analysis: Video Call, Voice Call, and any objects that can be related to Video Call or Voice Call
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	Inside of Deal Analysis: Opportunity, Email Message Outside of Deal Analysis: Email Message, and any objects that can be related to Email Message
Sales \| Get Related Notes	Inside of Deal Analysis: Opportunity, Content Note Outside of Deal Analysis: Content Note, and any objects that can be related to Content Note
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

#### See Also - [Einstein and Data Usage](https://help.salesforce.com/s/articleView?id=xcloud.admin_einstein_features_data_usage.htm&type=5&language=en_US) - [_User Interface API Developer Guide:_ All Supported Objects](https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_all_supported_objects.htm)