Gathers research records from the last 30 days that are associated with a specific
record ID. Then, the action provides a summary of the retrieved insights and research data for
that record. This action is used within Agentforce Sales Management.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer 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.
|
| User Permissions Needed |
|
| To use a Sales Management agent: |
Use Agentforce Sales Management permission set |
| To use Agentforce Account Management: |
Use Agentforce Account Management permission set |
| See Common User Access for Standard Agent
Actions. |
Guidelines and Considerations
- In the Agentforce panel, this action can only be initiated through the Sales Management
agent.
- The action requires an Account or Lead Record ID as an input.
- To use the research prompts associated with this action fully, add the Record Research
component to your Account and Account Plan record pages.
