Sales | Get Related Emails

Gets a list of the latest related email records within a date range, based on a user’s query. 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.

Action Details

API Name	GetRelatedEmails
Reference Action Type	Standard Action
Reference Action	GetEmailsInvocableAction
Does this action execute one or more prompt templates?	No
Required Setup	Set Up Agentforce Account Management Set Up Einstein Activity Capture for Your Team

Guidelines and Considerations

In the Agentforce panel, this action can only be initiated through the Sales Management agent.
To view and use related emails in Agentforce Account Management, enable Einstein Activity Capture.
The agent analyzes the 25 most recent emails from the last 30 days.
The agent uses only emails that are stored as EmailMessage records. Emails that aren’t EmailMessage records don’t inform the agent’s suggestions.