Searches for a contact record that matches the information provided by a prospect
during a web inquiry. If one doesn’t exist, a new contact record is created using the
information provided.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Foundations or Agentforce 1 Editions
|
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions |
Action Details
| API Name |
CreateSalesContactRecord |
| Reference Action Type |
Flow |
| Reference Action |
CreateSalesLeadRecord |
| Does this action execute one or more prompt templates? |
No |
Guidelines and Considerations
- This action isn’t included in any subagent. To use it, add it to the Sales Record
Creation subagent and remove the existing Create a Sales Lead Record action.
- A contact record is only created if the agent is able to successfully collect all of the
specified fields. If a required field is missing, lead creation will fail.
- Avoid asking for more than five fields of information.
- To add or remove specific record fields when creating a contact, update the instructions
in the Create a Sales Record subagent and the Create a Sales Contact Record flow to include
only your desired fields.
