Communications | Get Quote Location Fields

Gets the list of location fields to create a recipient group.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
User Permissions Needed
To enable agents:

Manage AI Agents AND the admin user permission for the agent type you want to create

OR

Customize Application

To build and manage agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

To use agent actions: Einstein for Communications

Action Details

API Name GetQuoteLocationFields
Reference Action Type Prompt Template
Reference Action

Get Location Fields

(GetLocationFields)

Does this action execute one or more prompt templates? Yes
Required Setup Agentforce for Quote Recipients Grouping

Get Quote Location Fields and Prompt Templates

This agent action calls the Get Location Fields prompt template for extracting the the list of location fields to create a recipient group using the quote ID and user query.