Checks whether a product is eligible for a contact, an account, or a user based on
predefined criteria. The action can verify product eligibility when accounts, contacts, or users
self-serve, or when service reps or request fulfillers assist requestors.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions with Unified Catalog and the Agentforce Employee Agent add-on
license. |
Action Details
| API Name |
CheckProductEligibility |
| Action Type |
Flow |
| Reference Action Type |
Check Product Eligibility (sc_enterprise_catalog__ChkProdtElig) |
| Does this action execute one or more prompt templates? |
No |
Guidelines and Considerations
- The action isn’t included in a subagent.
- The action requires the contact, account, or user ID of the logged-in internal employee or
external customer to verify product eligibility when they self-serve on Experience Cloud site
pages. The ID of the employee or customer can be provided to the action by using their session
ID on the Experience Cloud site to retrieve their corresponding ID in Salesforce.
- The action requires the current record context to identify the internal employee or external
customer on behalf on whom service reps or request fulfillers are verifying product
eligibility. The current record can belong to either an account, a contact, or a user. If an
account is provided, the action automatically finds the first contact associated with the
account and verifies the contact's eligibility for the product.
- The action verifies eligibility for only products associated with service processes.
