Communications | Get Recipient Grouping Criteria

Gets the list of grouping criteria for the recipients of a quote.

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

User Permissions Needed

To enable agents:

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

Customize Application

To build and manage agents:

Manage Agentforce Service Agents AND Manage AI Agents

Customize Application

To use agent actions:

Einstein for Communications

Action Details

API Name	GetRecipientGroupingCriteria
Reference Action Type	Prompt Template
Reference Action	Get Recipient Grouping Criteria (GetRecipientGroupingCriteria)
Does this action execute one or more prompt templates?	Yes
Required Setup	Agentforce for Quote Recipients Grouping

Get Recipient Grouping Criteria and Prompt Templates

This agent action calls the Get Recipient Grouping Criteria prompt template for extracting the list of grouping criteria for the quote recipients using the quote ID and grouping criteria field list.