---
schema_version: "1"
id: 9aabce7325b737d4a13abb4d568d9122d9d4b6e45aff6f5933e4b998c4c69282
title: Sales | Qualify Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_qualify_account.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_qualify_account.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2814ee86fa7996e7938054c706ec7e965fec620bfc3e951d27108f44120cd804
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Qualify Account

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

<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 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
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      <thead class="slds-text-title_caps ">
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          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d158206e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d158206e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d158206e70 ">To create and configure prospecting agents:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d158206e73 ">Sales Agentic Prospecting Manager</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d158206e70 ">To connect to ZoomInfo:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d158206e73 ">ZoomInfo Prospecting Access</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d158206e70 d158206e73 ">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;">QualifyAccount</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;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">qualifyAccount</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</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;"><a href="https://help.salesforce.com/s/articleView?id=sales.sales_agent_prospecting_setup_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce Prospecting</a></td></tr></tbody></table>

## Guidelines and Considerations

- This action runs once per account.
- The `isQualified` flag gates whether `FindPotentialProspects` runs.

#### See Also

- [_Salesforce Help:_ Agentforce Prospecting](https://help.salesforce.com/s/articleView?id=sales.sales_agent_prospecting_parent.htm&language=en_US)