Sales | Create a Sales Record

Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.

User Permissions Needed
Set Up Inbound Lead Generation
See Common User Access for Standard Agent Actions.

Action Details

API Name	Create Sales Record
Reference Action Type	Flow
Reference Action	Create an Inbound Lead Record Create an Inbound Contact Record Create an Inbound Person Account Record
Does this action execute one or more prompt templates?	No
Required Setup	Set up Inbound Lead Generation

Guidelines and Considerations

Records are only created if the agent is able to successfully collect all of the required fields. If a required field is missing, record creation will fail.
Avoid asking for more than five fields of information.