---
schema_version: "1"
id: 6352e1c7d4e2e14c7c4676cadaeb4733ddb068963df5e9be1a87dd89509c48db
title: Communications | Get Recipient Grouping Criteria
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_comms_get_recipient_grouping_criteria.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_recipient_grouping_criteria.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 42ad0d60d75e248b3ae53283b63879437541359c4d8cf525c785a90badf97831
description: Gets the list of grouping criteria for the recipients of a quote.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Communications | Get Recipient Grouping Criteria

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d193989e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d193989e70 ">To enable agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d193989e70 ">
            <p>Manage AI Agents AND the admin user permission for the agent type you want to
              create</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d193989e70 ">To build and manage agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d193989e70 ">
            <p>Manage Agentforce Service Agents AND Manage AI Agents</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize
              Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d193989e70 ">To use agent actions:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d193989e70 ">Einstein for Communications</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">GetRecipientGroupingCriteria</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Get Recipient Grouping Criteria</p>
              <p style="margin-bottom:0;">(GetRecipientGroupingCriteria)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.comms_agentforce_for_quote_recipients_grouping.htm&amp;language=en_US" target="_blank">Agentforce for Quote Recipients Grouping</a></td>

          </tr>
        </tbody>
      </table>

## 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.