---
schema_version: "1"
id: d5fa6dcdbf3d5b5c642fffa4815f2be3a2051f7ead3a70daed87787c9d38b1cb
title: Security | Investigate User
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_investigate_user.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_investigate_user.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e452c61349695b97da1f25d928ea83d49da9e875a1b4ae276405c43efbd331c
description: Investigates a specific user's activity, reports, object access, and permission path to help analyze anomalies and answer investigative questions.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Security | Investigate User

Investigates a specific user's activity, reports, object access, and permission path to help analyze anomalies and answer investigative questions.

### 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 Security Center add-on and Foundations or <strong>Agentforce 1</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d220108e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d220108e75 ">To view Security Center pages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d220108e75 ">View Security Center</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d220108e75 ">To create and edit security policies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d220108e75 ">Manage Security Center</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d220108e75 ">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;">InvestigateUser</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;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this tool run one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</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;">Turn on Security Center and Security Agent with View Security Center or Manage Security Center user permission.</td></tr></tbody></table>

## InvestigateUser and Prompt Templates

The tool runs the Investigate User prompt template. The prompt template acts as a Salesforce investigation specialist.

- Synthesizes user profile data, activity patterns, report usage, access evaluation, and permission lineage into a clear, actionable summary.
- Identifies notable events.
- Evaluates whether access is appropriate.
- Traces permissions granted through profiles, permission sets, and roles.
- Provides the next steps for investigation.

## Guidelines and Considerations

`InvestigateUser` investigates users flagged in anomaly detection.

- Provides a comprehensive user investigation, including profile, activity, and permissions data.
- Evaluates whether user access to objects is appropriate and provides a rationale.
- Traces permission lineage to identify how the system granted access.
- Identifies risky permission grants that require review.
- Includes clear next steps for further investigation or remediation in the output.