---
schema_version: "1"
id: a9c4441c6fade8d80fdb64c2c3833c4ebad456e5b3195337d308b3ff7c6e7778
title: Sales | Get Account and Account Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_get_account_and_account_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_account_and_account_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 203e1c1af6822fa40fd8b47e3a7762fb294a5e4a2c8e8101cb4fd67592c523a5
description: Queries an account and one related account plan. This action is used within Agentforce Sales Management.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Get Account and Account Plan

Queries an account and one related account plan. This action is used within Agentforce Sales Management.

### 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 Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.</td></tr></tbody></table>

<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>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d88328e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d88328e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88328e70 ">To use a Sales Management agent:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d88328e73 ">Use Agentforce Sales Management permission set</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88328e70 ">To use Agentforce Account Management:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d88328e73 ">Use Agentforce Account Management permission set</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d88328e70 d88328e73 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</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;">GetAccountAndAccountPlan</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;">Flow</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;">No</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;">
              <p><a href="https://help.salesforce.com/s/articleView?id=sales.account_mgmt_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce Account
                  Management</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sales.account_plans_setup.htm&amp;language=en_US" target="_blank">Turn on Sales Account Plans</a></p>
            </td>

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

## Guidelines and Considerations

- In the Agentforce panel, this action can only be initiated through the Sales Management agent.
- To generate accurate summaries and insights, ensure there is populated data in standard account fields such as Type, Industry, Revenue, and Employees.