Finds potential prospects based on job titles and account context. Searches Salesforce
records and other sources for job titles at different seniority levels and returns a list of
potential prospect information.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Agentforce for Sales or Agentforce for an Industry
add-on, or in Agentforce 1 Sales and Industry Editions where included. Requires each
user to have the Agentforce for Sales or Agentforce for an Industry add-on to access
actions.
|
Action Details
| API Name |
FindPotentialProspects |
| Reference Action Type |
Standard Action |
| Reference Action |
findPotentialProspects |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Agentforce Prospecting |
Guidelines and Considerations
- This action only runs if an account passes the
QualifyAccount action
(isQualified = true).
- This action runs once per account and generates up to five prospects per run.
- This action searches Salesforce contacts and connected external sources such as
ZoomInfo.
- Connecting to ZoomInfo increases the pool of prospects and improves prospect
quality.
