Agentforce IT Service | Associate Related Records For Incident

Finds similar or related records for an incident and creates associations, such as problems or change requests, to an incident. The action finds other IT records that are either similar or caused by the source incident and creates associations automatically.

Required Editions

Available in: Lightning Experience
Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name AssociateRelatedRecordsForIncident
Reference Action Type Standard Action
Reference Action Associate Related Records For Incident
Does this action execute one or more prompt templates? Yes