Insurance | Get Account for Verified Contact

Get the account for a verified contact to use in downstream claim or policy actions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
Permissions Needed
See Common User Access for Standard Agent Actions.

Action Details

API Name GetAcctForVrfyCtct
Reference Action Type Flow
Does this action execute one or more prompt templates? No
Required Setup Set Up the Claims Service Customer Assistance Agent

Guidelines and Considerations

See Considerations for Claims Service Customer Assistance.