Qualifies an account based on research data and qualification criteria. Analyzes
account signals internally to generate an Account Point of View summary that explains whether
the account qualifies for prospecting.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Agentforce for Sales or Agentforce for an Industry
add-on, or in Agentforce 1 Sales and Industry Editions where included. Requires each
user to have the Agentforce for Sales or Agentforce for an Industry add-on to access
actions.
|
Action Details
| API Name |
QualifyAccount |
| Reference Action Type |
Standard Action |
| Reference Action |
qualifyAccount |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Agentforce Prospecting |
Guidelines and Considerations
- This action runs once per account.
- The
isQualified flag gates whether
FindPotentialProspects runs.
