---
schema_version: "1"
id: 7394bd9c72019fef8d774ab3850cc435d1d0809de4751d99a46bcce3e60f2d5b
title: Standard Agent Action Reference
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fb3268d1247b381506ce987b5c59cfccc91c9964bcab23aa3add8a216314772f
description: Standard actions are included by default with your agents. Many standard agent actions are available to all users who have permission to access Agentforce. Other standard actions are built to work with specific clouds or products, so they require an additional license or permission. When you add a standard action to your agent, customize the action for your use case, including the underlying flow, prompt template, or other reference action.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Standard Agent Action Reference

Standard actions are included by default with your agents. Many standard agent actions are available to all users who have permission to access Agentforce. Other standard actions are built to work with specific clouds or products, so they require an additional license or permission. When you add a standard action to your agent, customize the action for your use case, including the underlying flow, prompt template, or other reference action.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)

Note Some AI Agent actions are in beta and have limited functionality, as further described in the documentation. Including them in an agent is part of the Services and consumes Einstein Requests if enabled and used.

Explore the comprehensive reference library for agent standard actions.

Jump to category:

- [Agentforce IT Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Agentforce Platform](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Automotive](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [B2B Commerce](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [B2C Commerce](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Channel Revenue Management](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Collections and Recovery](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Communications](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Digital Lending](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Energy & Utilities](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Education Cloud](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Financial Services](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Fundraising](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Health](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Insurance](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Inventory Management](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Life Sciences](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Loyalty Management](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Manufacturing](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Marketing](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Media](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [MuleSoft for Flow: IDP](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Net Zero Cloud](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Omnistudio](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Personalization](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Program Based Business](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Program and Case Management](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Public Sector](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Retail Execution Visit Assistant](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Revenue](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Sales](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Sales Agreement](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Security](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Setup](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Slack](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Swarming](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Timesheets](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Unified Catalog](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)
- [Volunteer Management](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&release=264.0.0&type=5)

## Agentforce IT Service

 
| Action | Editions |
| --- | --- |
| [Add Comment to Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_addcommentrecord.htm&release=264.0.0&type=5 "Adds comments or supplementary information to existing IT tickets through a conversational interface, streamlining the update process by allowing users to identify tickets by number or description without manual navigation.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Answer Questions with Knowledge](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_answrplcyquestion.htm&release=264.0.0&type=5 "Resolves user inquiries by referencing a knowledge base of company policies, troubleshooting guides, and product documentation. Use when a user asks about return or refund policies, how to diagnose or fix an issue, or what capabilities a product offers.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Answer Policy Question](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_answerpolicyquestion.htm&release=264.0.0&type=5 "Provides employees with personalized, context-aware answers to questions about company policies, benefits, and entitlements through a conversational interface. This action uses profile data, such as role, location, and tenure, to summarize direct answers from policy documents and provide concise responses.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Associate Related Records For Incident](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_associaterelatedrecordsforincident.htm&release=264.0.0&type=5 "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.") | 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. |
| [Associate Related Records for Problem](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_associterltdrcdrsforprblms.htm&release=264.0.0&type=5 "Finds similar or related records for a problem and creates associations, such as incidents or change requests, to a problem record. The action finds other IT records that are either similar or caused by the source problem and creates associations automatically.") | 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. |
| [Check Incident Attributes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_checkincidentattributes.htm&release=264.0.0&type=5 "The Check Incident Attributes agent action checks and gets important information about an incident, like its status, priority, and assignment. This information is important for managing and solving the incident.") | 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. |
| [Check Problem Attributes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_checkproblemattributes.htm&release=264.0.0&type=5 "Automatically validates attributes such as impact, urgency, category, subcategory for a problem to check whether they’re correctly assigned. This action uses historical data and record context to suggest corrections, reducing manual errors and resolution delays.") | 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. |
| [Create Incident For Employee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_createincidentforemployee.htm&release=264.0.0&type=5 "Creates an incident record for an employee issue when the problem can't be resolved through existing knowledge articles or no relevant articles are available. The action reduces friction in the escalation process and ensures unresolved issues are formally tracked.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Create Incident Resolution Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_createincdtresltionsumry.htm&release=264.0.0&type=5 "Creates a resolution summary for an incident based on related and similar records, feed and swarm data, knowledge articles, and activities. The action reduces manual documentation effort, ensures consistency, and creates valuable grounding data for use in future knowledge articles or other agent actions.") | 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. |
| [Create Incident Root Cause Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_createincidentrootcausesummary.htm&release=264.0.0&type=5 "Creates a root cause summary for an incident based on related and similar records, past incidents, configuration items, knowledge articles, and activities. This helps incident managers understand and record the reasons for the issue, serves as grounding data for other agent actions, and helps the team prevent similar issues in the future.") | 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. |
| [Create Problem Resolution Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_createprblmrsltionsumry.htm&release=264.0.0&type=5 "Creates a resolution summary for a problem based on related and similar records, feed and swarm data, knowledge articles, and activities. The action reduces manual documentation effort, ensures consistency, and creates valuable grounding data for use in future knowledge articles or other agent actions.") | 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. |
| [Create Problem Root Cause Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_crteprblmrootcausesumry.htm&release=264.0.0&type=5 "Creates a root cause summary for a problem based on related and similar records, past problems, configuration items, knowledge articles, and activities. This helps problem managers understand and record the reasons for the issue, serves as grounding data for other agent actions, and helps the team prevent similar issues in the future.") | 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. |
| [Create Service Catalog Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_createservicecatalogrequest.htm&release=264.0.0&type=5 "Initiates and submits hardware service requests through a conversational interface. This action validates required inputs, prompts for missing information, and confirms request details to streamline the procurement process.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Delete Configuration Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_deleteconfigurationitem.htm&release=264.0.0&type=5 "Performs a soft delete of a configuration item (CI) in the CMDB based on a CI ID. The action marks the CI as deleted without permanently removing it from the database. Before calling this action, call Get Configuration Item Details to display the full CI details to the user and capture explicit confirmation. Use the CI ID returned by Get Configuration Item Details as the input to this action.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Employee Incident Creation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_emplyeincdntcretion.htm&release=264.0.0&type=5 "Creates an incident for employee issues from Agentforce conversations, if they can't resolve the issue with knowledge articles or if no articles exist. This action automatically creates incidents for employee issues and saves their time and effort.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Evaluate Problem Creation Requirement](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_evaluateprblmcreationreqmt.htm&release=264.0.0&type=5 "Evaluates whether a problem must be created or not for an incident based on existing associated problems, similar historical issues, and the incident's severity. This helps to further investigate the issues and reduces manual decision-making.") | 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. |
| [Execute Service Catalog Item Flow](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_executeservicecatalogitemflow.htm&release=264.0.0&type=5 "Runs a service catalog item flow based on the user's input. The action initializes the flow using a product ID, then processes subsequent interactions using the interview ID and user input until the flow reaches a finished or fault status.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Generate Post-incident Review](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_generatepostincidentreview.htm&release=264.0.0&type=5 "Generates a post-resolution summary for an Incident record using details such as the category, subcategory, description, related records feed, knowledge, and swarm data into the summary. This action is triggered when an incident fulfiller requests a summary of an Incident in a closed or resolved state.") | 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. |
| [Get Assigned Software For Employee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getassignedsoftwareforemployee.htm&release=264.0.0&type=5 "Retrieves the list of software applications currently assigned to the logged-in user from Okta. The action uses the current user's email to look up their Okta profile and get the assigned app links.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get Available Software For Employee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getavailablesoftwaresforemployee.htm&release=264.0.0&type=5 "Searches and retrieves a list of available software applications based on the user's search query. The action understands the intent of the user's input to return the most relevant software options and generates a summary of the matching results.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get Configuration Item Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getconfigurationitemdetails.htm&release=264.0.0&type=5 "Retrieves details for a specific configuration item (CI) based on the user's input, such as a CI ID or CI name. The action identifies the requested CI and returns key attributes including name, class, status, and owner. Use this action when users request CI details or need to perform update or delete operations on a specific CI.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get Eligible Service Catalog Items](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getelgblesrvcecatalogitems.htm&release=264.0.0&type=5 "Retrieves service catalog items that match a user's request by analyzing their description and returning only the options they are eligible to access. The action reduces time spent manually browsing the catalog, and surfaces the most relevant service catalog items quickly.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get Incidents Based on Description](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getincidentsbasedondescription.htm&release=264.0.0&type=5 "Retrieves a list of records based on the user's description for specific types of tickets such as cases, incidents, or service requests. The action uses AI-powered filtering to get the most relevant list of records by understanding the intent of the user input and generates a summary of the relevant records.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get Product Launch Card](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getproductlaunchcard.htm&release=264.0.0&type=5 "Retrieves the launch details for a product, including a cover image and a direct link to the relevant intake form. The action reduces time spent searching for the correct entry point, ensures users are directed to the right form quickly, and provides a consistent starting point for use in intake workflows.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get Service Catalog Attributes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getservicecatalogattributes.htm&release=264.0.0&type=5 "Identifies the information required to complete a service request. This action queries the service configuration to prompt users for details, such as model types and business justifications, to ensure all required fields are populated before submission.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Get User Profile Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getuserprofiledetails.htm&release=264.0.0&type=5 "Retrieves employee profile details from the Employee Record based on the user context. The action returns authoritative information such as name, department or team, manager name, and location to support workflows that require user verification before proceeding with a task.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Identify Meeting Attendees](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_identifymeetingattendees.htm&release=264.0.0&type=5 "Identifies the correct email addresses of the requested attendees based on the user's input, such as attendee names or email addresses. The action resolves the right contacts to use when scheduling a meeting.") | 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. |
| [Identify Service Catalog Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_identifyservicecatalogitem.htm&release=264.0.0&type=5 "Identifies and selects the correct items from the service catalog by using descriptions. This action searches the catalog based on user input to find matching hardware or services and simplify the request process.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Post Swarming Summary to Feed Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_postswarmngsummarytofeeditem.htm&release=264.0.0&type=5 "Posts the swarming summary of a Slack channel as a new feed item to the Chatter feed for a target record such as an incident or a problem. Key information from other channels is documented in the context of a record, becomes easily accessible to stakeholders, and can be used as the grounding data for other agent actions.") | 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. |
| [Propose Resolution Summary for Incident](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_proposeresltionsumryincdnt.htm&release=264.0.0&type=5 "Proposes a resolution summary for an incident based on related records, feed and swarm data, knowledge articles, and activities. The action helps IT teams to resolve incidents more efficiently by providing a comprehensive and data-driven understanding of the issue.") | 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. |
| [Propose Resolution Summary for Problem](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_proposeresltionsumryforprblm.htm&release=264.0.0&type=5 "Proposes a resolution summary for a problem based on related records, feed and swarm data, knowledge articles, and activities. The action helps IT teams to resolve problems more efficiently by providing a comprehensive and data-driven understanding of the issue.") | 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. |
| [Reopen a Ticket](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_reopenticket.htm&release=264.0.0&type=5 "Reopens resolved IT tickets through a conversational interface, eliminating manual navigation by enabling users to request status changes through Agentforce.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Retrieve Assigned Assets](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_retrieveassignedassets.htm&release=264.0.0&type=5 "Identifies and associates hardware with an incident automatically when an employee reports an issue. This action writes a real-time lookup of assigned assets to ensure that tickets include accurate configuration data and accelerate the resolution process.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Review Approval Work Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_reviewapprovalworkitem.htm&release=264.0.0&type=5 "Reviews an approval work item based on the user's decision and optional comments. The action processes the requested approval or rejection and records the user's comments in the work item history.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Schedule Outlook Meeting](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_scheduleoutlookmeeting.htm&release=264.0.0&type=5 "Schedules a meeting on the Outlook calendar based on the user's input. The action captures the required meeting details and creates the calendar event for the specified attendees.") | 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. |
| [Search Configuration Items](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_searchconfigurationitems.htm&release=264.0.0&type=5 "Searches for configuration items (CIs) in the CMDB based on the user's filter criteria. The action extracts filter values into separate parameters to return the most relevant list of matching CIs and generates a summary of the results.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Summarize Approval For Employee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizeapprovalforemployee.htm&release=264.0.0&type=5 "Generates a summary of an approval work item based on the available request context. The action helps the reviewer quickly understand the intent, key details, and relevant information needed to make an approval decision.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Summarize Change Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizechangerequest.htm&release=264.0.0&type=5 "Generates a summary for a Change Request record with details such as the description, category, and subcategory. It also includes the risk score, risk level, related records, feed, knowledge, and tasks. This action is triggered when a user requests a summary, to understand the risk and impact of deploying a change request.") | 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. |
| [Summarize Incident](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizeincident.htm&release=264.0.0&type=5 "Generates a summary for an Incident record with details such as description, category, subcategory, SLA, major incident details, related records, Chatter feed, knowledge, and swarm data. Incident managers or fulfillers can quickly find what they need without parsing the record.") | 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. |
| [Summarize Incident for Employees](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summincforemplyes.htm&release=264.0.0&type=5 "Summarizes incidents for employees to help them track the status of the issues they raised. This action improves the employee experience and reduces follow-up calls to the service desk.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Summarize Multiple Incidents](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizemultipleincidents.htm&release=264.0.0&type=5 "Generates a summary for multiple incidents based on criteria such as the status of incidents, and a specific time period in the past from the current date. Use this action to track common patterns, issues, or trends, and analyze incidents effectively. For example, summarize all open incidents in the last two weeks.") | 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. |
| [Summarize Open Approvals For Employee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizeopenapprovalsforemployee.htm&release=264.0.0&type=5 "Summarizes all open approval work items for an employee based on the available approval context. The action generates a concise summary of each open approval to help the employee understand the context and take the appropriate action.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |
| [Summarize Problem](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizeproblem.htm&release=264.0.0&type=5 "Generates a summary for a Problem record with details such as description, category, subcategory, root cause analysis, related records, Chatter feed, knowledge, and swarm data. Problem managers or fulfillers can quickly find what they need without parsing the record.") | 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. |
| [Summarize Releae](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizereleae.htm&release=264.0.0&type=5 "Summarizes key details of a release record such as description, status, type, and related records, knowledge, and tasks when a user requests an overview.") | 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. |
| [Update Configuration Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_updateconfigurationitem.htm&release=264.0.0&type=5 "Updates the attributes of a specific configuration item (CI) in the CMDB based on a CI ID or CI name. The action accepts a JSON map of field names and values to apply the requested changes. Use this action when users request to update, modify, or change attributes of a CI.") | Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license. |

## Agentforce Platform

 
| Action | Editions |
| --- | --- |
| [Answer Questions with Knowledge](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_answer_questions_with_knowledge.htm&release=264.0.0&type=5 "Answers a question from a user based on information from relevant knowledge articles and uploaded files.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Answer Questions with Salesforce Documentation (Beta)](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_ref_answer_questions_with_documentation.htm&release=264.0.0&type=5 "Answers a question from a user based on information from relevant Salesforce documentation, including links to source articles. This action is the fallback solution if a user makes a request in Setup to the agent and there’s no action available to complete that request. This action can also be added to other agents, such as the Employee agent in Lightning Experience.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Draft or Revise Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_draft_or_revise_email.htm&release=264.0.0&type=5 "Creates or revises a draft of an email to a recipient based on the user’s request and available email types. Email drafts include a recipient, subject, and email body. Email drafts can be sent through the Salesforce email composer or copied to another email client.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Extract Fields and Values from User Input](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_extract_fields_values.htm&release=264.0.0&type=5 "Extracts fields and their corresponding values from a record based on the user's request. The output of this action is used as the input for the Update Record action. For example, when a user wants to edit a field on a record, the Extract Fields and Values from User Input action is triggered first to retrieve the field and its value, and then the Update Record action saves the updated extracted value to the record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Record Details](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&release=264.0.0&type=5 "Retrieves the details of a record, including object fields and values, records from related lists, and associated tasks and events.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Identify Object by Name](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_object_by_name.htm&release=264.0.0&type=5 "Interprets the user’s input to determine which object the user is referring to and then returns a list of matching object names so other actions can be taken. For example, if the user enters, “List the opportunities for the Acme account” in the Agentforce panel, the action identifies that the user is requesting information related to the Account object and Opportunity object.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Identify Record by Name](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&release=264.0.0&type=5 "Searches for Salesforce records by name and returns a list of matching record IDs. For example, if a user enters, “Show me the Acme records” in a Salesforce org with multiple records related to “Acme,” the action can return the Acme account, the Acme - 20k opportunity, and the Acme - 50k opportunity.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Query Records](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&release=264.0.0&type=5 "Finds and retrieves Salesforce records based on the user’s request and specific conditions, such as the values of fields.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Query Records with Aggregate](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records_with_aggregate.htm&release=264.0.0&type=5 "Answers aggregation questions about Salesforce data, such as count, sum, average, max, min, and group-by.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Search the Web](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_search_the_web.htm&release=264.0.0&type=5 "Retrieves real-time or external information that isn’t available in Salesforce CRM. Use it for questions about news, market trends, competitor details, and product comparisons, or when Salesforce answers need added context from the web.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Send Email with Verification Code](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_send_email_verification_code.htm&release=264.0.0&type=5 "Send a verification code to the customer’s email to verify their identity. The action requires the customer’s username or email as input. If the provided email is valid, a verification code is sent to the customer.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Summarize Record](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_record.htm&release=264.0.0&type=5 "Generates a summary of a record. The output depends on the record type and the prompt templates the user has access to.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Speech to Text](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_speech_to_text.htm&release=264.0.0&type=5 "Converts an audio file into text and returns the transcript for use in agent conversations or downstream actions.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Update Record](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_update_record.htm&release=264.0.0&type=5 "Updates one or more fields on a record. To retrieve the fields and values the user wants to change, the Extract Fields and Values from User Input action must be triggered before the Update Record action.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Verify Customer](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_verify_customer.htm&release=264.0.0&type=5 "Verifies the customer’s identity based on the one-time passcode (OTP) generated and emailed by the Send Email with Verification Code action. When a user initiates verification, the system indicates that a verification code will be sent if the provided email or username is valid, and prompts the user to enter the code. If the user verification is successful, it outputs the verified user or contact ID, which can be used in filters and as input to other actions. If the verification is unsuccessful, it prompts the user to retry.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Automotive

 
| Action | Editions |
| --- | --- |
| [Create Service Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_svc_quote.htm&release=264.0.0&type=5 "Creates a quote for specified products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Service Work Order](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_svc_wo.htm&release=264.0.0&type=5 "Creates a work order from a quote for specified products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Asset Warranties](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_asset_warranties.htm&release=264.0.0&type=5 "Gets the active asset warranties associated with an asset.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Price Books](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_price_books.htm&release=264.0.0&type=5 "Gets the price books for all specified products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_products.htm&release=264.0.0&type=5 "Gets the products associated with a specific work type.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Service Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_svc_quote.htm&release=264.0.0&type=5 "Gets the approved quotes associated with an asset ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Summarize Asset Performance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summ_asset_perf.htm&release=264.0.0&type=5 "Summarizes the performance, service condition, and telematics data of an asset.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Summarize Vehicle Performance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summ_veh_perf.htm&release=264.0.0&type=5 "Summarizes the performance, service condition, and telematics data of a vehicle.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Search Product And Parts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_srch_prodts_and_parts.htm&release=264.0.0&type=5 "Gets products and associated parts or accessories based on inputs that define the search parameters, including the text-based query string or the base product ID, while using boolean flags to distinguish between text searches and product-related component searches. Provides a list of matching products with their respective pricing, or prompts users for more specific search queries.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Opportunity with Products and Preferred Seller](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_crea_opp_pref_seller.htm&release=264.0.0&type=5 "Creates an opportunity, associated opportunity products, and opportunity preferred seller records for a customer based on inputs that define the core record identifiers and data collections for the flow, including the account, product, and preferred dealer IDs, alongside an Apex collection containing the pricebook mapping details required for opportunity creation. Captures the details of the newly generated records, including the opportunity's core attributes, the associated preferred seller record, and specific line-item data such as the opportunity ID, price book entry, product ID, quantity, and unit price.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Search Dealers for Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_srch_dealer_for_prodts.htm&release=264.0.0&type=5 "Gets the dealer product searchable field records based on location and user specified search criteria and filters the records to find dealers that offer user requested products in a service territory.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Quote from Opportunity](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_crea_quote_from_opportunity.htm&release=264.0.0&type=5 "Creates quotes and quote line items for an opportunity using its ID as an input and its associated opportunity products with a manual discount percentage.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Asset Appraisal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_crea_asset_appraisal.htm&release=264.0.0&type=5 "Creates an appraisal record for an asset and an appraisal item associated with it based on an input that defines the trade-in and opportunity context for the flow, capturing the opportunity ID, the specific record ID of the customer's trade-in asset, and the condition status of that asset.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Pricebooks From WorkType](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_pricebooks_from_worktype.htm&release=264.0.0&type=5 "Gets the product IDs associated with a worktype and subsequently gets the pricebook records containing all the retrieved product records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Product Price Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_prodt_price_detail.htm&release=264.0.0&type=5 "Gets the price and the required quantity for products based on a user-selected price book.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Products with Coverage](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_prodt_with_coverage.htm&release=264.0.0&type=5 "Gets active asset warranties, service contracts, and entitlements for a specified asset and list of products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Warranty Claims for Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_wrnty_claims_for_acct.htm&release=264.0.0&type=5 "Gets a list of warranty claims associated with a specific account, using optional parameters such as an asset ID, an asset serial number, or a claim number.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Send Email to Contacts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_send_eml_to_contacts.htm&release=264.0.0&type=5 "Retrieves a contact's email address and if valid, sends an email to the address as required.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Get Warranty Related Record Summary​​](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_wrnty_rel_rec_summ.htm&release=264.0.0&type=5 "Determines whether a record is a claim, claim item, or asset warranty and calls the associated subflow to generate a summary for the record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Check Asset For Warranty](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_check_asset_wrnty.htm&release=264.0.0&type=5 "Gets the information for a valid asset warranty for a specific part by using its serial number, or through its root asset, such as a vehicle or a battery, if available.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Search Customer Accounts​​](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_srch_cust_acct.htm&release=264.0.0&type=5 "Validates the agent session and searches for customer accounts by using a provided email address, phone number, or account name.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Check Coverage for Parts​​](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_check_cov_for_parts.htm&release=264.0.0&type=5 "Validates and retrieves serializable parts within an asset's hierarchy. If none are found, retrieves the non-serializable parts with matching names covered by the main or the root asset's warranty terms.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Get Account Vehicles with Extended Parameters​​](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_veh_with_ext_param.htm&release=264.0.0&type=5 "Gets a list of up to five vehicle records for a given account and provides optional filtering by using vehicle identification number (VIN) or vehicle registration number (VRN).") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Search Related Product And Parts​​](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_srch_rela_prodt_and_parts.htm&release=264.0.0&type=5 "Gets the related products, parts, or accessories for a main product.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [​Get Work Type Group and Territories​​](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_work_type_grps_and_terr.htm&release=264.0.0&type=5 "Gets the work type groups and associated service territories linked to a specific account's business profiles for test drives.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Opportunity and Opportunity Product](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_create_opp_and_opp_prodt.htm&release=264.0.0&type=5 "Creates an opportunity and an associated opportunity product for a customer.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Vehicle Appraisal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_create_veh_appraisal.htm&release=264.0.0&type=5 "Creates appraisal and appraisal item records for a vehicle.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Payment Deferral Case](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_payment_def_case.htm&release=264.0.0&type=5 "Creates a case for a payment deferral request.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Create Payment Due Date Modification Case](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_payment_due_date_mod_case.htm&release=264.0.0&type=5 "Creates a payment due date modification case for a financial product.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Automotive Financial Accounts for Service Processes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_auto_fin_acc_for_svc_proc.htm&release=264.0.0&type=5 "Gets the financial accounts, such as an automotive loan or lease, or any other financial product, for which a service process is requested, based on account and vehicle information.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Available Appointment Slots](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_avl_appt_slots.htm&release=264.0.0&type=5 "Gets the available time slots for booking appointments for a specified product.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Dealers for Search Criteria](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_dealer_for_srch_criteria.htm&release=264.0.0&type=5 "Gets the dealer records corresponding to a user specified search criteria for vehicle sales or service.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Financial Accounts for a Customer](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_fin_acc_for_cust.htm&release=264.0.0&type=5 "Gets a list of financial accounts associated with an account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Updated Terms for Payment Deferral](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_updt_terms_for_payment_def.htm&release=264.0.0&type=5 "Sends a request to check the eligibility of a payment deferral request for a loan, a lease, or any other financial product to an external service, and returns the updated payment terms.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Updated Terms for Payment Due Date Modification](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_updt_terms_for_payment_due_date_mod.htm&release=264.0.0&type=5 "Sends the request to check the eligibility of a payment due date modification request for a loan, a lease, or any other financial product to an external service, and returns the updated payment terms.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Get Vehicles for a Customer](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_veh_for_cust.htm&release=264.0.0&type=5 "Gets a list of vehicles associated with an account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Schedule Automotive Appointment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_sched_auto_appt.htm&release=264.0.0&type=5 "Schedules a test drive or service appointment by identifying the dealer territories and technicians to perform the service.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Search Vehicle Definitions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_srch_veh_def.htm&release=264.0.0&type=5 "Gets the vehicle definition searchable fields corresponding to a user specified search criteria for vehicle sales.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Summarize Customer Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summ_cust_acc.htm&release=264.0.0&type=5 "Summarizes an account for automotive industry use cases, with details such as the account’s assets, vehicles, driver performance, households, engagements, and interests.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Summarize Customer Finance Profile](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summ_cust_fin_profile.htm&release=264.0.0&type=5 "Summarizes the financial information of an account, with details such as the account’s financial accounts, application forms, cases, and opportunities.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
| [Summarize Financial Account for Customer](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summ_cust_fin_acc_for_cust.htm&release=264.0.0&type=5 "Summarizes the financial account for automotive industry use cases, with details such as the financial account’s parties, statements, fees, balances, transactions, and vehicles.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |

## B2B Commerce

 
| Action | Editions |
| --- | --- |
| [Add Order to Cart](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_commerce_add_order_to_cart.htm&release=264.0.0&type=5 "Creates a new order with the same items as a previous order. The new order is based on the previous order reference number. This action also provides a link for the user to complete the purchase.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create Promotions](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_promotions.htm&release=264.0.0&type=5 "Creates a promotion record based on the store ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Format Commerce Insights](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_format_commerce_insights.htm&release=264.0.0&type=5 "Displays the insights result header in rich text.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Commerce Business Objectives](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_commerce_business_objectives.htm&release=264.0.0&type=5 "Retrieves key performance indicators (KPIs), such as average order value (AOV) and site conversion rate for a store.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Commerce Promotion Templates](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_commerce_promotion_templates.htm&release=264.0.0&type=5 "Gets a list of suggested promotion templates based on the store ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Most Recent Orders](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_commerce_get_most_recent_orders.htm&release=264.0.0&type=5 "Retrieves the shopper's most recent orders.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Shopper Effective Accounts in Commerce](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_shopper_effective_accounts.htm&release=264.0.0&type=5 "Retrieves effective accounts associated with the provided user ID and web store ID from Salesforce CRM.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Look Up Order Summary for Commerce](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_commerce_look_up_order.htm&release=264.0.0&type=5 "Gets an order summary with the provided order reference number.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## B2C Commerce

 
| Action | Editions |
| --- | --- |
| [Add Item To Cart](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_add_item_to_cart.htm&release=264.0.0&type=5 "Adds items to the cart.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Answer Product FAQs](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_answer_product_faqs.htm&release=264.0.0&type=5 "Answers frequently-asked questions about B2C Commerce store products to help customers make informed buying decisions.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Answer Site FAQs](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_answer_site_faqs.htm&release=264.0.0&type=5 "Answers frequently-asked questions about you B2C Commerce storefront. This action generates answers from files about your site, stored in the in the Agentforce Data Library.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Apply Coupon to B2C Commerce Cart](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_commerce_apply_coupon_to_b2c_commerce_cart.htm&release=264.0.0&type=5 "Help shoppers manually apply coupons to the cart and clearly display complex discounts in the cart summary and order confirmation pages.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Get B2C Commerce Conversational Context Questions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_commerce_get_b2c_commerce_conversational_context_questions.htm&release=264.0.0&type=5 "Generates questions that help shoppers get product recommendations faster.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [B2C Commerce Product Search](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_commerce_product_search.htm&release=264.0.0&type=5 "Provides category recommendations, product recommendations, or query reformulations if the customer's request shows an intent to buy, explore, or learn about products that are sold in the store.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Get B2C Order Confirmation Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_get_order_confirmation_details.htm&release=264.0.0&type=5 "Retrieves order confirmation information based on the order ID. Use this action to view order confirmations after a successful payment for a new order. It's invoked automatically. Don't use it to search for a shopper's order.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Get B2C Product By ID](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_get_product_by_id.htm&release=264.0.0&type=5 "Retrieves product information based on a Product ID. Information retrieved includes basic product details, along with related information such as product variations, and product bundles.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Get B2C Product Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_get_product_details.htm&release=264.0.0&type=5 "Provides details about a product in B2C Commerce storefront.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Get B2C Product Recommendations](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_get_product_recommendations_.htm&release=264.0.0&type=5 "Recommends products that the customer might want to purchase.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Get B2C User Access Token](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_get_user_access_token.htm&release=264.0.0&type=5 "Gets an access token for a guest user.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Search for B2C Order](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_search_for_order.htm&release=264.0.0&type=5 "Searches for order details based on an order number and an email address provided by the user.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [Edit Cart](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_edit_cart.htm&release=264.0.0&type=5 "Edits items in the customer's cart.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |
| [View Cart](https://help.salesforce.com/s/articleView?id=ai.agent_ref_b2c_view_cart.htm&release=264.0.0&type=5 "Shows items in the customer's cart.") | Available in: Enterprise, Performance, and Unlimited Editions with Foundations or Agentforce 1 Editions. Also requires B2C Commerce. |

## Channel Revenue Management

 
| Action | Editions |
| --- | --- |
| [Get Aggregate Sources for a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_aggregate_sources_member.htm&release=264.0.0&type=5 "Fetches rebate aggregate sources for a member in a specified payout period.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Get Aggregate Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_aggregate_summary.htm&release=264.0.0&type=5 "Retrieves a rebate member product aggregate summary with status, quantities, rebate, and payout details.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Get Payout Periods For a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_payout_periods_member.htm&release=264.0.0&type=5 "Fetches all payout periods for a specific Rebate Program Member, and returns a list of records as list.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Get Rebate Type Payouts For a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rebate_type_payouts_member.htm&release=264.0.0&type=5 "Fetches all rebate type payouts for a specific payout period provided by the user, returning a list of records.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Get Rebate Type Payout Sources](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_rebate_type_payout_source.htm&release=264.0.0&type=5 "Fetches all rebate type payout sources for a specific rebate type payout provided by the user.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Summarize Rebate Payouts by Period](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_rebate_payouts_period.htm&release=264.0.0&type=5 "Retrieves a rebate program member’s payout summary for a specified period.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Summarize Rebate Payouts for a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_rebate_payout_member.htm&release=264.0.0&type=5 "Retrieves the overall rebate payout summary for a specified member.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Summarize Rebate Type Payout Source](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_rebate_type_payout_source.htm&release=264.0.0&type=5 "Generates a summary of a Rebate Type Payout Source, including the aggregates, benefits, and top transaction journals considered for the payout.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |

## Collections and Recovery

 
| Action | Editions |
| --- | --- |
| [Compile Script for Next Call Based on Previous Collections Interactions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_compile_script.htm&release=264.0.0&type=5 "Gets recent voice call records and their transcripts, truncates the combined transcript text to a predefined character length, and provides the summary to the user. Also, gathers notes associated with the collection plan, combines note titles and text previews, truncates this combined text to a predefined length, and provides the summary to the user. Compiles a call script for collections specialists for their next customer conversation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Case and Related Case Proceeding Records](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_create_case.htm&release=264.0.0&type=5 "Creates a case for the collection plan by using the details provided by the user. If the case type is Legal, the flow verifies if the case is eligible for legal proceedings. If it does, then it creates the related case proceeding and case proceeding participant records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Promise to Pay](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_create_ptp.htm&release=264.0.0&type=5 "This action lets collections specialists create promise-to-pay agreements for borrowers. The action gets relevant collection plan record details for a collection plan ID. Gathers the payment commitment details from the user and creates a payment schedule and payment schedule item records, and sends an email to the user with the promised payment details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Generate and Send Payment Link](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_payment_link.htm&release=264.0.0&type=5 "This action creates a payment link by using the payment details provided by the user. If an email ID is available, sends an email to the borrower with the payment link details. Otherwise, shows the payment link details to the user who triggered the action.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Get Payment Method Sets for Merchant Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_get_payment_sets.htm&release=264.0.0&type=5 "This action gets a list of payment methods that are available to a merchant's customer during checkout.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Request Payment Extension](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_request_payment_ext_customer.htm&release=264.0.0&type=5 "This action gets relevant collection plan record details for a collection plan name. Gathers the payment commitment details from the customer and creates a payment schedule and payment schedule item records, and sends an email to the customer with the agreed payment details.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Collection Plan Details by Name](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_get_collection_plan_details_customer.htm&release=264.0.0&type=5 "Gets a collection plan record details by using the collection plan name, and verifies if it's related to the querying customer. If related, returns the collection plan details in a formatted string format.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Collection Plans for Related Contact and Parties](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_get_collection_plans_customer.htm&release=264.0.0&type=5 "Gets a specified number of collection plans associated with a customer's contact. If required, it checks linked financial accounts for additional collection plans until the limit is reached, compiles the details, and returns them to the customer.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Update Representative Contact for Collections](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_update_rep_details_customer.htm&release=264.0.0&type=5 "This action gets relevant collection plan record details for a collection plan ID. Checks if the representative contact is already available. If it's available, notifies the customer that the new representative's details can't be updated. If representative contact isn't available, gathers the details from the customer, creates a new contact record using these details, and updates the collection plan record accordingly.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Answer Collections Queries](https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_answer_general_queries_customer.htm&release=264.0.0&type=5 "This action answers general collections-related questions from customers by using the Agentforce data library.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |

## Communications

 
| Action | Editions |
| --- | --- |
| [Get Account Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_account_record.htm&release=264.0.0&type=5 "Fetches an account record using the account number and contact email address that’s associated with the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get All Invoices](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_all_invoices.htm&release=264.0.0&type=5 "Fetches all invoices or bills associated with a specific account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Invoice Charges](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_invoice_charges.htm&release=264.0.0&type=5 "Fetches the invoice charges for a given invoice to clarify billing inquiries or explain specific charges.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Account Balance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_account_balance.htm&release=264.0.0&type=5 "Fetches and shows the balance and service details for a given account number whenever the user requests their account balance.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Invoice Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_invoice_details.htm&release=264.0.0&type=5 "Fetches and shows key invoice details, including invoice amount, billing date, due date, and payment date, for a given invoice number provided as input.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Create Billing Dispute Case](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_billing_dispute_case.htm&release=264.0.0&type=5 "Creates a case to raise a billing dispute after running the Get Account Record, Get All Invoices, Get Invoice Details, and Get Invoice Charges actions. Check the invoice number and charge for the line item in the invoice that requires a case. After the case is created, the Case Record URL is shown in the conversation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Payment History](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_payment_history.htm&release=264.0.0&type=5 "Fetch and shows recent transactions and verifies past payments.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Service Level Objective Insights For Asset](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_service_level_objective_insights_for_asset.htm&release=264.0.0&type=5 "Fetch service level objective insights for an asset by comparing the service level objective compliance criteria against the network usage data.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Group Suggestions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_group_suggestions.htm&release=264.0.0&type=5 "Gets a list of group suggestions for quote recipients based on a criteria.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Quote Location Count](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_quote_location_count.htm&release=264.0.0&type=5 "Gets the number of locations associated with a quote.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Recipient Grouping Criteria](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_recipient_grouping_criteria.htm&release=264.0.0&type=5 "Gets the list of grouping criteria for the recipients of a quote.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Quote Location Fields](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_quote_location_fields.htm&release=264.0.0&type=5 "Gets the list of location fields to create a recipient group.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Create Quote Recipient Groups](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_create_quote_recipient_groups.htm&release=264.0.0&type=5 "Creates groups for quote recipients based on the selected grouping options.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Update Quote Recipient Group Name](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_update_quote_recipient_group_name.htm&release=264.0.0&type=5 "Updates the name of a quote recipient group.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Add-On Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_add_on_products.htm&release=264.0.0&type=5 "Gets a list of compatible add-on products for a customer’s existing asset, including associated pricing data. This action requires the asset ID and pricebook ID for successful completion.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Cross-Sell Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_cross_sell_products.htm&release=264.0.0&type=5 "Gets a list of active cross-sell product suggestions, including pricing, for a specified account, catalog, and category.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Get Upgrade Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_upgrade_products.htm&release=264.0.0&type=5 "Gets active upgrade product suggestions and pricing for a specified account and price book.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Create Sales Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_create_sales_quote.htm&release=264.0.0&type=5 "Creates a sales quote for specified products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |
| [Format Product Recommendations](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_format_product_recommendations.htm&release=264.0.0&type=5 "Formats product data into a structured display of exactly three recommended products with consistent formatting.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action. |

## Digital Lending

 
| Action | Editions |
| --- | --- |
| [Retrieve Loan Product Categories](https://help.salesforce.com/s/articleView?id=ai.agent_ref_digital_lending_loan_prod_categories.htm&release=264.0.0&type=5 "Retrieves the product categories for loan product assistance.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Retrieve Products By Category](https://help.salesforce.com/s/articleView?id=ai.agent_ref_digital_lending_retrieve_loan_prod_by_categories.htm&release=264.0.0&type=5 "Retrieves the active product records associated with the specified category.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Retrieve Product Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_digital_lending_product_details.htm&release=264.0.0&type=5 "Retrieves product and its related records such as product fee, product list rate, term related object, and term.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Retrieve Programs By Product](https://help.salesforce.com/s/articleView?id=ai.agent_ref_digital_lending_programs_by_product.htm&release=264.0.0&type=5 "This action retrieves programs associated with the specified loan product.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Retrieve Program Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_digital_lending_program_details.htm&release=264.0.0&type=5 "Retrieves the program details with the associated product fee, product list rate and terms.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Analyze Estimated Loan Amount](https://help.salesforce.com/s/articleView?id=ai.agent_ref_digital_lending_analyze_estimated_loan_amount.htm&release=264.0.0&type=5 "Determines the estimated loan amount based on the monthly payment and loan tenure you provide. The action uses the product list rate of the specified product or a nominal rate to calculate the annual interest rate.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |

## Energy & Utilities

 
| Action | Editions |
| --- | --- |
| [Get Group Suggestions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_group_suggestions.htm&release=264.0.0&type=5 "Gets a list of group suggestions for quote recipients based on a criteria.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Quote Location Fields](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_quote_location_fields.htm&release=264.0.0&type=5 "Gets the list of location fields to create a recipient group.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Create Quote Recipient Groups](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_create_quote_recipient_groups.htm&release=264.0.0&type=5 "Creates groups for quote recipients based on the selected grouping options.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Recipient Grouping Criteria](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_recipient_grouping_criteria.htm&release=264.0.0&type=5 "Gets the list of grouping criteria for the recipients of a quote.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Create Quote Line Item for Recipient Group](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_create_qli_for_recipient_group.htm&release=264.0.0&type=5 "Creates a quote line item for the specified recipient group.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Energy Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_get_energy_products.htm&release=264.0.0&type=5 "Gets a list of products and their list prices from a price book in the Energy & Utilities product catalog that match the specified filter criteria.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Fully Priced Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_get_gully_priced_prooducts.htm&release=264.0.0&type=5 "Gets the fully priced tariff plans for the selected category at the customer's premise.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Tariff Configurations](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_get_tariff_configurations.htm&release=264.0.0&type=5 "Gets the tariff configuration for a specified catalog and category to return the catalogs, categories, consumption parameters, and tariff attribute schema.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Available Service Points](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_get_available_service_points.htm&release=264.0.0&type=5 "Gets a collection of available service point records at the selected premise, including market identifiers and distribution regions, to drive category selection, pricing, and enrollment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Get Customer Service Addresses](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_get_customer_service_addresses.htm&release=264.0.0&type=5 "Gets a collection of available service point records at the selected premise, including market identifiers and distribution regions, to drive category selection, pricing, and enrollment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Submit Customer Enrollment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_submit_customer_enrollment.htm&release=264.0.0&type=5 "Submits a tariff enrollment order for a known Energy & Utilities customer using the provided customer details, pricing details, and service points.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |
| [Generate Tariff Pricing Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_energy_generate_tariff_pricing_request.htm&release=264.0.0&type=5 "Generates the pricing request for the Get Fully Priced Products action from the selected fuel category, consumption context, chosen service points, and price-impacting tariff attributes. Emits one service point entry per required fuel (Electricity, Gas, or both for Dual Fuel), each with its consumption details and resolved tariff attributes.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on or included in Agentforce 1 Energy & Utilities Edition. Requires each user to have the Agentforce for Energy & Utilities add-on to access the action. |

## Education Cloud

 
| Action | Editions |
| --- | --- |
| [Close Record Alert and Related Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_close_record_alert_and_channel.htm&release=264.0.0&type=5 "Closes the record alert record and archives the related Slack channel.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Academic Interest (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_academic_interest.htm&release=264.0.0&type=5 "Create an academic interest record for a prospective student so that a recruiter can contact them.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Admissions Application (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_admissions_application.htm&release=264.0.0&type=5 "Start an admissions application by creating application records for the applicant.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create At-Risk Report](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_at_risk_report.htm&release=264.0.0&type=5 "Creates a report that lists at-risk course offering participants for each course offering.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Campus Tour Registration](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_campus_tour_registration.htm&release=264.0.0&type=5 "Registers a contact for a campus tour by creating a campaign member record related to the campus tour campaign record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Course Load Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_course_load_summary.htm&release=264.0.0&type=5 "Creates a course load summary for a course offering, and answers the user’s questions about the course offering.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Course Offering Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_course_offering_channel.htm&release=264.0.0&type=5 "Creates a course offering channel and adds participants to it.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Course Offering Participant Insights](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_course_offering_participant_insights.htm&release=264.0.0&type=5 "Creates the course offering participant insights.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Inquiry](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_inquiry.htm&release=264.0.0&type=5 "Creates a case, an educational info request, and an academic interest raised by prospective students, parents, or counselors. Call this action when there isn’t an answer to the user’s question.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Prior Learning Evaluation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_prior_learning_evaluation.htm&release=264.0.0&type=5 "Creates a prior learning evaluation record and its related course credit transfer application records for an evaluation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Record Alert](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_record_alert.htm&release=264.0.0&type=5 "Creates a record alert for the advising case of a course offering participant.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Record Alert Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_record_alert_channel.htm&release=264.0.0&type=5 "Creates a record alert Slack channel for the advising case of a course offering participant.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [EDU Cloud: Send Email Verification](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_send_email_verification.htm&release=264.0.0&type=5 "Sends a code to the user's email address to verify their identity.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [EDU Cloud: Verify Email Code](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_verify_email_code.htm&release=264.0.0&type=5 "Verifies whether the user-provided verification code matches the code that’s sent to the user’s email address.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Find Advising Cases](https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_find_advising_cases.htm&release=264.0.0&type=5 "Finds the advising cases related to a student.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Find Campus Resources](https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_find_campus_resources.htm&release=264.0.0&type=5 "Performs a semantic search and finds relevant campus resources to assist an advisor with a student's query.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Academic Term Data (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_academic_term_data.htm&release=264.0.0&type=5 "Use this action to get the academic term data based on the academic term name and academic level.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Account Balance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_account_balance.htm&release=264.0.0&type=5 "Retrieves information about the total fee balance for a student using the date and optional fee type provided as inputs. The action uses the date to determine which academic term to retrieve fees for.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Campus Tour Campaigns](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_campus_tour_campaigns.htm&release=264.0.0&type=5 "Finds and returns active campus tour campaign records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Course Syllabus Canvas Layout](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_course_syllabus_canvas_layout.htm&release=264.0.0&type=5 "Generates a course syllabus canvas layout.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get External Learning Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_external_learning_data.htm&release=264.0.0&type=5 "Retrieves external learning data based on the user's search criteria.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Fee Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_fee_details.htm&release=264.0.0&type=5 "Retrieves the details of how a fee was calculated for a specified order details ID and order item ID. The action explains what the fee covers and any policies relevant to the calculation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Fee Breakdown](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_fee_breakdown.htm&release=264.0.0&type=5 "Retrieves the details of how a fee was calculated for a specified order details ID and order item ID. The action explains what the fee covers and any policies relevant to the calculation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Institution Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_institution_data.htm&release=264.0.0&type=5 "Retrieves account records that match the institution names provided by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Learning Courses](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_learning_courses.htm&release=264.0.0&type=5 "Use this action to find and retrieve learning courses based on the user’s query.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Learning Equivalencies](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_learning_equivalencies.htm&release=264.0.0&type=5 "Retrieves learning equivalencies based on the external learning information provided by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Learning Program Data (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_learning_program_data.htm&release=264.0.0&type=5 "Use this action to get the learning program data based on the learning program name and academic term ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Get Program Term Application Timeline Data (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_program_term_application_timeline_data.htm&release=264.0.0&type=5 "Use this action to get the program term application timeline data based on the academic term ID and learning program ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Summarize Advising Case](https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_summarize_advising_case.htm&release=264.0.0&type=5 "Summarizes a student's advising case.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Suggest Student Goals (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_suggest_student_goals.htm&release=264.0.0&type=5 "Generates personalized, actionable goals for a student based on their profile, preferences, and assessments, supporting their personal growth, skill development, and career readiness.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| [Create Goal (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_create_goal.htm&release=264.0.0&type=5 "Creates a goal assignment record related to a contact based on the specified values.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |

## Field Service

 
| Action | Editions |
| --- | --- |
| [Assign Appointment to Service Resource for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_assign_appointment_resource.htm&release=264.0.0&type=5 "Assigns the service appointment selected by the dispatcher to a service resource, in the gap identified in the service resource’s schedule on a specific date. This action is one of the actions provided by the Agentforce: Field Service Actions feature.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| [Cancel Appointment for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_cancel_appointment.htm&release=264.0.0&type=5 "Cancels the service appointment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Create Appointment for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_appointment.htm&release=264.0.0&type=5 "Creates a service appointment for Field Service.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Create Appointment List Filter for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_appointment_list_filter.htm&release=264.0.0&type=5 "Creates a filter for the service appointment list in the dispatcher console. If a user triggers QueryRecords to retrieve service appointments with certain criteria and then asks to see the service appointments in the appointment list, the action creates a filter in the Appointment List containing the service appointments returned by Agentforce. This action is one of the actions provided by the Agentforce: Field Service Actions feature") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| [Get Appointment Information for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_appointment_info.htm&release=264.0.0&type=5 "Gets information about service appointments.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Get Appointment Time Slots for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_appointment_time_slots.htm&release=264.0.0&type=5 "Gets a list of available time slots for the service appointment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Get Appointments By Criteria for Field Service](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fieldservice_get_appointments_by_criteria.htm&release=264.0.0&type=5 "Gets service appointments according to the specified criteria. This action is part of Customer Outreach, which is an Agentforce Scheduling feature.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Get Appointments to Fill Gaps for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_appointments_fill_gaps.htm&release=264.0.0&type=5 "Searches for gaps for a specific service resource on a specific date and returns a list of suitable appointments in ranked order, considering business rules and objectives. This action is one of the actions provided by the Agentforce: Field Service Actions feature.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| [Get Current Time for Field Service](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fieldservice_get_current_time.htm&release=264.0.0&type=5 "Gets the current time according to the time zone. The time zone is taken from the operating hours that are associated with the service appointment’s service territory.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Get Engagement Topics for Field Service](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fieldservice_get_engagement_topics.htm&release=264.0.0&type=5 "Retrieves an engagement topic’s ID and object name for the current messaging session. The engagement topic is used to connect between a messaging session and a service appointment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Get Work Types for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_work_types.htm&release=264.0.0&type=5 "Gets the org’s work types.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Rebook and Notify for Field Service](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fieldservice_rebook_and_notify.htm&release=264.0.0&type=5 "Notifies the customer that their service appointment needs to be rescheduled. This action is part of Customer Outreach, which is an Agentforce Scheduling feature.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Refine Post-Work Summary for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_refine_postwork_summary_for_field_service.htm&release=264.0.0&type=5 "Refines and adds information to a summary of a Salesforce work order record, based on user utterance.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| [Schedule Appointment for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_schedule_appointment.htm&release=264.0.0&type=5 "Schedules a service appointment based on a scheduling policy.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
| [Summarize Scheduling Issues for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_scheduling_issues.htm&release=264.0.0&type=5 "Creates a summary of the total number of appointments that require immediate attention. The summary is divided according to exception categories. The agent action creates a filter for each category in the appointment list. This action is one of the actions provided by the Agentforce: Field Service Actions feature. The categories used by the reports are customizable.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| [Summarize Service Appointment Notes](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_appointments.htm&release=264.0.0&type=5 "Generates a summary of one or more service appointment notes. The output depends on the prompt templates the user has access to.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| [Update Appointment Times for Field Service](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_update_appointment_times.htm&release=264.0.0&type=5 "Updates the service appointment time fields.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |

## Financial Services

 
| Action | Editions |
| --- | --- |
| [Create Action Plan](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_action_plan.htm&release=264.0.0&type=5 "Create an action plan item for an action plan. Enter the item name, status, priority, and due date.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Action Plan Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_action_plan_item.htm&release=264.0.0&type=5 "Create an action plan for a client. When available, use the meeting notes.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Case to Block Card](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_block_card.htm&release=264.0.0&type=5 "Creates a case to block a card.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case For Card Activation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_card_activation.htm&release=264.0.0&type=5 "Creates a case to activate a card.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Fulfill Fee Reversal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_fee_reversal.htm&release=264.0.0&type=5 "Creates a case to reverse a fee charged on a financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Account Address Update](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_fin_acc_addr_update.htm&release=264.0.0&type=5 "Creates a case to update the address for an account or a financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Change Billing Cycle](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_chng_blng_cycle.htm&release=264.0.0&type=5 "Creates a case to change the billing cycle for a credit card.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Lock Or Unlock Card](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_lck_unlck_card.htm&release=264.0.0&type=5 "Creates a case to change the lock or unlock status of a card.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Manage Card Settings](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_manage_card_settings.htm&release=264.0.0&type=5 "Creates a case to manage card settings.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Manage Standing Instructions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_manage_standing_instructions.htm&release=264.0.0&type=5 "Creates a case to add, modify, or cancel standing instructions.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Order Checkbook](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_order_checkbook.htm&release=264.0.0&type=5 "Creates a case for the new checkbook request.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Request Loan Payoff Statement](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_loan_payoff.htm&release=264.0.0&type=5 "Creates a case for a request for a loan payoff statement.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Request Statement Copies](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_req_stmt_copies.htm&release=264.0.0&type=5 "Creates a case to process a request for copies of a financial account statement.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Stop Check Payment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_stop_check_payment.htm&release=264.0.0&type=5 "Creates a case to stop a check payment for a financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Transaction Dispute](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_trnsx_dispt.htm&release=264.0.0&type=5 "Creates a case for a transaction dispute request.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Transfer Funds](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_transfer_funds.htm&release=264.0.0&type=5 "Creates a case to transfer funds between the customer’s financial accounts. Supports transfers between internal-to-internal accounts, external-to-internal accounts, and internal-to-external accounts, including Own Account Transfers, Loan Payments, and Credit Card Payments.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Case for Travel Notification](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_travel_notification.htm&release=264.0.0&type=5 "Creates a case to notify the bank about the upcoming trips. Helps customers avoid card-related issues during their trips.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Create Financial Goal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_financial_goal.htm&release=264.0.0&type=5 "Collect the account ID, start date, status, type, target amount, priority, target date and name. Create a financial goal for the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Financial Plan](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_financial_plan.htm&release=264.0.0&type=5 "Collect the account ID, name, start date, status, and type. Create a financial plan related to the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Interest Tag](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_interest_tag.htm&release=264.0.0&type=5 "Extract interest tags from the meeting notes. Show the extracted interest tags to wealth management advisor, who can then select the interest tags to create.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Person Life Event](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_person_life_event.htm&release=264.0.0&type=5 "Collect the account ID, name, date and type. Create a person life event related to the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Record Alert](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_record_alerts.htm&release=264.0.0&type=5 "Collect the account ID, start date, description, and subject. Create a record alert for the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create or Update Agenda Draft](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_update_agenda_draft.htm&release=264.0.0&type=5 "Collect the note ID and agenda draft. Create or update the agenda draft.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Interaction](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_interaction.htm&release=264.0.0&type=5 "This action lets relationship managers create interaction records for meetings and conversations with clients or partners. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide either the account ID or interaction ID before creating an interaction record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Interaction Summary](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_interactionsum.htm&release=264.0.0&type=5 "Log meeting notes, next steps, and related records based on meeting discussion with interaction summary records. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide either the account ID or interaction ID before creating an interaction summary record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Interaction Attendee](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_interactionattendee.htm&release=264.0.0&type=5 "Creates an interaction attendee record to capture an attendee of the meeting.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Account Plan Objective](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_accountplanobj.htm&release=264.0.0&type=5 "Use Agentforce to create account plan objective records for strategic initiatives pursued by a relationship team with a client or a partner.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Account Plan Objective Measure](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_accountplanobjmeas.htm&release=264.0.0&type=5 "Creates an account plan objective measure record to store the performance of target metrics for an objective associated with the account plan.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Opportunity Based on Meeting Notes](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_meeting_opportunity.htm&release=264.0.0&type=5 "Creates an opportunity record based on meeting notes captured during interaction with the client. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide account ID to log an opportunity.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Create Summary Document](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_smry_doc.htm&release=264.0.0&type=5 "Creates summary doc records for meetings and conversations with clients or partners. Requires a reference record ID to proceed.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Draft Customer Response](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_cmplnt_asst_draft_cust_rspns.htm&release=264.0.0&type=5 "Generates clear, professional, and audit-ready customer communication by using the provided structured data.") | Available in: Professional, Enterprise, and Unlimited Editions. |
| [Extract Action Plans](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_extract_action_plans.htm&release=264.0.0&type=5 "Extract action plans from meeting notes. Identify one or more action plans, statuses, and start dates for wealth management advisors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Extract Financial Goals](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_extract_financial_goals.htm&release=264.0.0&type=5 "Extract financial goals from meeting notes. Identify financial goals, types, statuses, priorities, start dates, target amounts, and target dates for wealth management advisors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Extract Financial Plans](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_extract_financial_plans.htm&release=264.0.0&type=5 "Extract financial plans from meeting notes. Identify financial plans, types, statuses, priorities, start dates, target amounts, and target dates for wealth management advisors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Extract Person Life Events](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_extract_person_life_events.htm&release=264.0.0&type=5 "Extract person life events from meeting notes. Identify life events, types, and dates for wealth management advisors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Find Similar Complaints](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_cmplnt_assst_find_similar_cmplnt.htm&release=264.0.0&type=5 "Searches historical records to find related complaints that match the meaning of the issue reported.") | Available in: Professional, Enterprise, and Unlimited Editions. |
| [FinServ Package Create Financial Goal (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_create_goal.htm&release=264.0.0&type=5 "Collect the account ID, status, type, target value, target date and name. Create a financial goal for the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Create Life Event (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_create_life_event.htm&release=264.0.0&type=5 "Collect the account ID, name, date and type. Create a life event related to the account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Extract Financial Goals (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_extract_goal.htm&release=264.0.0&type=5 "Extract financial goals from meeting notes. Identify financial goals, types, statuses, target values, and target dates for wealth management advisors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Extract Life Events (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_extract_life_events.htm&release=264.0.0&type=5 "Extract life events from meeting notes. Identify life events, types, and dates for wealth management advisors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Get Client Life Events (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_get_life_events.htm&release=264.0.0&type=5 "The Get Client Life Events action provides wealth advisors with a list of past and upcoming life events within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Structure Financial Advisor Meeting Notes (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_structure_meeting_notes.htm&release=264.0.0&type=5 "Structure and organize meeting notes. Identify the key client details, needs, concerns, and next steps for a follow-up meeting.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Summarize Financial Details (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_summarize_financial_details.htm&release=264.0.0&type=5 "The Summarize Financial Details action provides wealth advisors with a real-time summary of a household and person account’s financial profile within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Summarize Financial Goals (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_summarize_goals.htm&release=264.0.0&type=5 "The Summarize Financial Goals action finds and retrieves financial goals records based on user input. This action provides a real-time summary of a household and person account’s financial goals within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [FinServ Package Summarize Portfolio Performance (FSC Managed Package)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_summarize_portfolio.htm&release=264.0.0&type=5 "Prompt template. Provide wealth advisors with real-time summary of an account’s financial profile within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Fulfill Card PIN Reset](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_fulfill_card_pin_reset.htm&release=264.0.0&type=5 "Submits the card details, reset reason, and selected method to the network for verification. If successful, creates a closed case and resolves the request, else returns an error message.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Generate Resolution Note](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_cmplnt_assst_gnrte_res_note.htm&release=264.0.0&type=5 "Generates a concise, factual, and audit-ready resolution summary for internal complaint records by using the provided structured data.") | Available in: Professional, Enterprise, and Unlimited Editions. |
| [Get Card Details for Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_acc_card_details.htm&release=264.0.0&type=5 "Retrieves the card details for a specific account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Card Settings](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_card_settings.htm&release=264.0.0&type=5 "Gets the details of the preconfigured settings associated with the card selected by the customer to raise a request.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Check Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_check_details.htm&release=264.0.0&type=5 "Gets the status and details of an issued check associated with the financial account and check number provided by the customer.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Client Life Events](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_get_life_events.htm&release=264.0.0&type=5 "The Get Client Life Events action provide wealth advisors with a list of past and upcoming life events within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Get Current Billing Cycle Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_crnt_blng_details.htm&release=264.0.0&type=5 "Retrieves information related to the user's current billing cycle.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Account Addresses](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_addresses.htm&release=264.0.0&type=5 "Retrieves the address details associated with a specific account or financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Account Restraints](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_acct_rstrnts.htm&release=264.0.0&type=5 "Retrieves the financial account restraints associated with a financial account or a person account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Enriched Details of Transactions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_enrich_trnsx.htm&release=264.0.0&type=5 "Retrieves and shows enriched merchant information, such as merchant's official name, logo, and URL for a specific transaction.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Financial Account Balances](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_balances.htm&release=264.0.0&type=5 "Retrieves the financial account balances associated with a specific financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Financial Accounts for an Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_for_account.htm&release=264.0.0&type=5 "Retrieves the information of all financial accounts associated with a specific account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Financial Account Transactions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_transactions.htm&release=264.0.0&type=5 "Retrieves all transactions, including fee transactions, for a specific financial account. Displays a maximum of 10 transactions in a single view.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Interactions By Date Range](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_interactions_range.htm&release=264.0.0&type=5 "Gets the ten most recent interaction records that are associated with the client account. Filters these interaction records to return only those that occur within a given date range.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Fetch Request Loan Payoff Statement Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_loan_payoff.htm&release=264.0.0&type=5 "Retrieves the loan payoff statement for a selected financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get New Billing Cycle Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_new_blng_cycle_details.htm&release=264.0.0&type=5 "Retrieves details of the new billing cycle.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Reason Code for Transactions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_reason_codes_trnsx.htm&release=264.0.0&type=5 "Retrieves the reason codes and the reason code names that describe the issue in the transactions being disputed.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Reason SubCode for Transactions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_reason_subcode_trnsx.htm&release=264.0.0&type=5 "Retrieves the reason subcodes and the reason subcode names that describe the issue in the transactions being disputed.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Recurring Transactions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_recurring_trnsx.htm&release=264.0.0&type=5 "Retrieves recurring transactions for standing instructions associated with a financial account.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Topic Config](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_topic_config.htm&release=264.0.0&type=5 "Retrieves the configuration of a subagent.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Get Transaction Dispute Questionnaire](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_trnsx_dispt_qstnre.htm&release=264.0.0&type=5 "Retrieves the assessment questionnaire based on reason code, reason subcode, and payment network for disputed transactions. Generates an assessment ID after the questionnaire is completed and updates the assessment record with the case details.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |
| [Restructure Meeting Notes](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_restruct_meeting_notes.htm&release=264.0.0&type=5 "Organizes raw meeting notes into key points, decisions, and action items for clear and easy tracking. Gathers recently modified opportunity records and account plan objective records associated with the account plan record for an account and summarizes the meeting highlights.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Review Asset Allocation](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_review_asset_allocation.htm&release=264.0.0&type=5 "The Review Asset Allocation action provides wealth advisors with a comparison of an account’s current portfolio asset allocation with their target allocation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Summarize Account Financial Details](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_summarize_account_financial.htm&release=264.0.0&type=5 "The Summarize Account Financial Details action provides wealth advisors with real-time summary of an account’s financial profile within Salesforce Financial Services Cloud.") | Available in: Professional, Enterprise, and Unlimited Editions. |
| [Summarize Account Record Alerts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_summarize_account_record_alerts.htm&release=264.0.0&type=5 "Provide wealth advisors with a real-time summary of an account's record alerts within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Summarize Agenda Drafts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_summarize_agenda_drafts.htm&release=264.0.0&type=5 "Summarize agenda drafts for client meetings.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Summarize Financial Plans and Goals](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_summarize_plans_goals.htm&release=264.0.0&type=5 "The Summarize Financial Plans and Goals action finds and retrieves financial plans and financial goals records based on user input and specific conditions such as field values. This action identifies the correct records and object.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Structure Financial Advisor Meeting Note](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_structure_meeting_notes.htm&release=264.0.0&type=5 "Structure and organize meeting notes. Identify the key client details, needs, concerns, and next steps for a follow-up meeting.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Summarize Household Financial Details](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_summarize_household_financial.htm&release=264.0.0&type=5 "The Summarize Household Financial Details action provides wealth advisors with a real-time summary of a household’s financial profile within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Summarize Portfolio Performance](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_summarize_portfolio.htm&release=264.0.0&type=5 "The Summarize Portfolio Performance action provides wealth advisors with a summary of an account’s portfolio performance within Salesforce Financial Services Cloud.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| [Validate Card Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_vldte_crd_dtls.htm&release=264.0.0&type=5 "Validates the card details using Card Verification Value (CVV) and expiry date.") | Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud. |

## Fundraising

 
| Action | Editions |
| --- | --- |
| [Create Party Philanthropic Research Profile](https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_create_party_philanthropic_research_profile.htm&release=264.0.0&type=5 "Creates a party philanthropic research profile record.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Create Philanthropic Assessment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_create_philanthropic_assessment.htm&release=264.0.0&type=5 "Generates an assessment for a party philanthropic record.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Get Research Profile Canvas Layout](https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_get_research_profile_canvas_layout.htm&release=264.0.0&type=5 "Generates the party philanthropic research profile canvas layout based on the party philanthropic research profile.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Summarize Philanthropic Milestones](https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_philanthropic_milestones.htm&release=264.0.0&type=5 "Summarizes the philanthropic milestones related to an account.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Summarize Wealth Capacity](https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_wealth_capacity.htm&release=264.0.0&type=5 "Summarizes the wealth capacity of a prospect.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Close Gift Commitment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fundraising_close_gift_commitment.htm&release=264.0.0&type=5 "Closes a gift commitment by updating the status of all unpaid and failed transactions to Closed. Returns a confirmation that the gift commitment will be closed on the specified date.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Manage Recurring Gift Commitment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fundraising_manage_recurring_gift_commitment.htm&release=264.0.0&type=5 "Pauses, resumes, or updates the amount on a recurring gift commitment. Returns a confirmation that the requested action was successful or encountered an error.") | Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |

## Health

 
| Action | Editions |
| --- | --- |
| [Classify Disease Surveillance Cases](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_classify_cases.htm&release=264.0.0&type=5 "Suggests a classification for a disease investigation case as Confirmed, Suspected, or Probable based on the lab findings and the criteria outlined in the disease definition.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Execute Generic EMR Request](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_hc_execute_generic_emr_request.htm&release=264.0.0&type=5 "Sends FHIR data to an external FHIR server.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud add-on license. |
| [Extract Patient Home Visit Requirements](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_extract_homevisit_requirements.htm&release=264.0.0&type=5 "Gets the transcript of the patient's voice call with the home health agency and extracts details about home visit requirements, benefits, and quotes. Drafts a rich-text summary of the patient's home healthcare requirements and creates a JSON response with the patient’s quote and benefit information.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Fetch Individual Record ID](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_fetch_individual_record_id.htm&release=264.0.0&type=5 "Retrieves the Individual ID from Data 360 by using member information. Accepts either a member ID or the member’s first name, last name, and date of birth.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Fetch Prior Authorization](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_fetch_prior_authorization.htm&release=264.0.0&type=5 "Retrieves prior authorization (care request) records for a member based on prior authorization ID, claim ID, or member and service details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Find Claim](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_find_claim.htm&release=264.0.0&type=5 "Retrieves claim records for a member from an external zero copy system based on the member number, service start date, and service end date. Optionally, filters by claim status and provider name. Returns up to the 5 most recent claims, sorted by claim creation date.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Find Matching Providers](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_find_matching_providers.htm&release=264.0.0&type=5 "Find healthcare providers based on the search filters and return matching providers.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Find Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_find_member.htm&release=264.0.0&type=5 "Retrieves the member number from Data 360 by using a combination of first name, last name, and date of birth.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Find Providers Info](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_find_providers_info.htm&release=264.0.0&type=5 "Gets the available specialties and plan types for healthcare providers.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Find Specific Member Coverage](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_find_specific_member_coverage.htm&release=264.0.0&type=5 "Extracts specific member coverage details based on user context and requests. Queries member coverage data and returns only the specific information requested by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Generate EMR Data Fetch Payload](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_hc_generate_emr_data_fetch_request.htm&release=264.0.0&type=5 "Generates the input payload required to get Fast Healthcare Interoperability Resources (FHIR) data from Electronic Medical Record (EMR) systems.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud add-on license. |
| [Generate FHIR Payload](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_generate_fhir_payload.htm&release=264.0.0&type=5 "Generates the FHIR input payload required to register a patient in the Electronic Health Record (EHR) system.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Generate FHIR Payload for Eligibility and Benefit Verification](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_generate_fhir_payload_ebv.htm&release=264.0.0&type=5 "Generates the FHIR input payload for eligibility and benefit verification request.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Generate Member Search Payload](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_gen_member_srch_payload.htm&release=264.0.0&type=5 "Generates the payload for searching the member details based on the user's utterance. Summarizes the JSON generated by the Generate Member Search Payload prompt template.") | Available in: Enterprise and Unlimited Editions with Health Cloud and Agentforce for Health Cloud add-on licenses. |
| [Generate Patch FHIR Payload](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_hc_generate_patch_fhir_payload.htm&release=264.0.0&type=5 "Generates the Patch FHIR input payload required to update resources, such as Patient and Medication Request.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud add-on license. |
| [Generate Provider Directory Search Payload](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_gen_prvd_srch_payload.htm&release=264.0.0&type=5 "Generates the payload for searching the provider directory based on the user's utterance. Summarizes the JSON generated by the Generate Provider Directory Search Payload prompt template.") | Available in: Enterprise and Unlimited Editions with Health Cloud and Agentforce for Health Cloud add-on licenses. |
| [Get Claim Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_claim_summary.htm&release=264.0.0&type=5 "Provides a summary of a claim. For bulk claim queries, shows a snapshot of up to the 5 most recent claims.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Get Input for Eligibility and Benefit Verification](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_input_for_ebv.htm&release=264.0.0&type=5 "Gets the eligibility and benefit verification request input ready, including payerIdentifier, providerIdentifier, and facilityIdentifier to retrieve the member plan details based on the provided payer and service information.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Get Member Coverage Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_member_coverage_summary.htm&release=264.0.0&type=5 "Retrieves and summarizes member coverage information. Queries member coverage and provides a comprehensive summary of the member's coverage.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Get Patient Data from EMR](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_patient_data.htm&release=264.0.0&type=5 "Gets the clinical, demographic, and administrative patient data ‌from the Electronic Medical Record (EMR) system.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Get Patient Member Plans](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_patient_member_plans.htm&release=264.0.0&type=5 "Gets the MemberPlans of the patient from Salesforce. If no results are returned from this action, then invoke the GetPatientDataFrEmr action with the patient's details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Get Prior Authorization Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_prior_authorization_summary.htm&release=264.0.0&type=5 "Retrieves prior authorization (care request) records for a patient based on a prior authorization ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Get Provider NPI](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_provider_npi.htm&release=264.0.0&type=5 "Takes a provider ID as input and returns the National Provider Identifier (NPI) for that provider.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Register a Patient in EMR](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_register_a_patient.htm&release=264.0.0&type=5 "Registers a patient in the Electronic Medical Record (EMR) System.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Send Eligibility and Benefit Verification Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_send_ebv_request.htm&release=264.0.0&type=5 "Sends the eligibility and benefit verification request to the external FHIR server.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Summarize Disease Investigation Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_disease_investigation_summary.htm&release=264.0.0&type=5 "Summarizes a disease investigation, including reported symptoms and onset date, possible exposure sources such as travel history and recent contacts, and any relevant inspection findings or other investigative details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Summarize Disease Surveillance Case](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_case_summary.htm&release=264.0.0&type=5 "Summarizes a patient’s case, including investigations, lab results, risk assessments, symptom onset, hospitalization status, and any interventions given.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Summarize Patient Healthcare Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_summarize_healthcare_details.htm&release=264.0.0&type=5 "Creates a rich-text summary of a patient’s healthcare details based on the patient name. The summary includes patient information such as opportunities, clinical service requests, and member plans.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| [Summarize Patient Home Healthcare Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_summarize_homehealthcare_details.htm&release=264.0.0&type=5 "Creates a rich-text summary of a patient’s home healthcare details based on the patient name. The summary includes patient information such as opportunities, clinical service requests, and member plans.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |

## Insurance

 
| Action | Editions |
| --- | --- |
| [Fetch Asset](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_fetch_asset.htm&release=264.0.0&type=5 "Retrieves a list of assets linked to the insurance policy.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Fetch Policies](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_fetch_policies.htm&release=264.0.0&type=5 "Retrieves a list of active insurance policies for proof of insurance requests.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Fetch Participant](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_insurance_fetch_participant.htm&release=264.0.0&type=5 "Retrieves a list of insurance policy participants related to an asset.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Generate Proof of Insurance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_insurance_generate_proof_of_insurance.htm&release=264.0.0&type=5 "Generates a proof of insurance document and attaches it to a policy.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Insurance Quote Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_quote.htm&release=264.0.0&type=5 "Retrieve details about a quote.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Summarize Insurance Policyholder](https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_summarize_insurance_policyholder.htm&release=264.0.0&type=5 "Retrieves a summary of a policyholder account along with its policy, participant, asset, coverage and claim details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Inventory Management

 
| Action | Editions |
| --- | --- |
| [Create Product Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_product_requests.htm&release=264.0.0&type=5 "Create product requests for specified products and quantities from the given location to address shortage scenarios. This action supports the creation of product requests to streamline inventory management.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Get Search Criteria and Results](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_search_criteria_and_results.htm&release=264.0.0&type=5 "Finds the search configuration and matching search criteria based on the user input and returns the search results.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Summarize Inventory Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_inventory_details.htm&release=264.0.0&type=5 "Summarizes the available inventory for an item at a specific location, including details such as quantity and stock status. The action uses inputs such as product name, inventory location name, and stock status, where stock status values can be shortage, excess, or optimal. Users can provide one or a combination of these inputs to refine the summary.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |

## Life Sciences

 
| Action | Editions |
| --- | --- |
| [Add Site and Investigator to Study](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_add_site_and_investigator_to_study.htm&release=264.0.0&type=5 "The Add Site and Investigator to Study action creates a care program site record from a healthcare facility, healthcare provider, and research study record.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Add Sites Search Results to Study](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_add_site_search_results.htm&release=264.0.0&type=5 "The Add Sites Search Results to Study action calls the AddSitesToStudy flow to create care program site records from the care site investigator searchable field records and the research study records.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Generate Healthcare Provider Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_generate_healthcare_provider_summary.htm&release=264.0.0&type=5 "The Generate Healthcare Provider Summary action provides contextual summaries of the latest changes, interactions, and insights related to healthcare provider accounts.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Life Sciences add-on or included in Agentforce 1 Life Sciences Edition. Requires each user to have the Agentforce for Life Sciences add-on to access the action. |
| [Get Omniscript IDs From Research Study](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_get_omniscript_ids.htm&release=264.0.0&type=5 "The Get Omniscript IDs From Research Study action calls the OmniFrmRschStdy flow to get all the assessments associated with the care program.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Get Site Search Filters for Research Study](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_get_site_search_filters.htm&release=264.0.0&type=5 "The Get Site Search Filters for Research Study gets the site search filters for a research study using the research study record ID as the input.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Go to Care Program Sites](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_go_to_care_program_sites.htm&release=264.0.0&type=5 "The Go to Care Program Sites action is a follow-up action to navigate to the care program sites after they're added to a research study.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Send Site Feasibility Assessments](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_send_site_feasibility_assessments.htm&release=264.0.0&type=5 "The Send Site Feasibility Assessments action sends the feasibility assessments to the sites using careProgramSiteIds, omniscriptId, and expiryDate as the input.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Summarize Investigator](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_summarize_investigator.htm&release=264.0.0&type=5 "The Summarize Investigator action summarizes the healthcare provider record for a specific research study.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Summarize Patient Response for Benefits Reverification](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_patient_response_for_benefits_reverification.htm&release=264.0.0&type=5 "Analyzes the patient's response for benefit reverification email and summarizes the changes to the benefits verification request, including personal, drug, healthcare provider, pharmacy, and insurance details.") | Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud or Agentforce for Health Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| [Summarize Site](https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_summarize_site.htm&release=264.0.0&type=5 "The Summarize Site action summarizes the details of a healthcare facility, such as its location, facilities, specialties, resources, accreditations, performance, and quality compliance in the context of a research study.") | Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |

## Loyalty Management

 
| Action | Editions |
| --- | --- |
| [Add or Update Limit in Pricing Promotion](https://help.salesforce.com/s/articleView?id=ai.agent_ref_loyalty_pricing_limits.htm&release=264.0.0&type=5 "Gathers information about the limits that the marketing managers wants to add or update in a pricing promotion. The output includes details of the limits added or updated for the pricing promotion.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions. |
| [Create or Update Pricing Promotion](https://help.salesforce.com/s/articleView?id=ai.agent_ref_loyalty_pricing_promotion.htm&release=264.0.0&type=5 "Gathers information about the pricing promotion that the marketing managers wants to create or update. The output includes the details of the promotion that was created or updated.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions. |
| [Create or Update Promotion using Accrual Promotion Template](https://help.salesforce.com/s/articleView?id=ai.agent_ref_loyalty_accrual_template.htm&release=264.0.0&type=5 "Gathers information about the loyalty accrual promotion that the marketing manager wants to create or update. The output includes the details of the promotion that was created or updated.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions. |
| [Create or Update Promotion Using a Spend X Template](https://help.salesforce.com/s/articleView?id=ai.agent_ref_loyalty_spendx_template.htm&release=264.0.0&type=5 "Gathers information about the promotion that the marketing manager wants to create or update for rewarding customers based on their order value. The output includes the details of the promotion that was created or updated.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions. |
| [Generate Loyalty Promotion Email](https://help.salesforce.com/s/articleView?id=ai.agent_ref_loyalty_email_template.htm&release=264.0.0&type=5 "Creates the subject and content of a draft launch email for a promotion.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions. |

## Manufacturing

 
| Action | Editions |
| --- | --- |
| [Create Asset Appraisal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_asset_appraisal.htm&release=264.0.0&type=5 "Creates an appraisal record for an asset and an associated appraisal item based on the customer's selected asset that they want to trade-in and opportunity context. The action captures the opportunity ID, the specific record ID of the customer's trade-in asset, and the asset's condition status.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Sales Agreements Bulk Update Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_bulk_update_for_salesagreement_metrics.htm&release=264.0.0&type=5 "Creates a bulk update request for sales agreements based on the input provided by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Forecasts to Opty Filter Criteria](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_forecasts_to_opty_filtercriteria.htm&release=264.0.0&type=5 "Creates the filter criteria based on the input provided by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Opportunity Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_opportunitydetails.htm&release=264.0.0&type=5 "Creates an object that contains the new opportunity details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Opportunity with Products and Preferred Seller](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_opportunity_with_products_and_preferred_seller.htm&release=264.0.0&type=5 "Creates an opportunity, associated opportunity products, and opportunity preferred seller records for a customer based on inputs that define the core record identifiers and data collections for the flow, including the account, product, and preferred dealer IDs, alongside an Apex collection containing the pricebook mapping details required for opportunity creation. Captures the details of the newly generated records, including the opportunity's core attributes, the associated preferred seller record, and specific line-item data such as the opportunity ID, price book entry, product ID, quantity, and unit price.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Product Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_productrequests.htm&release=264.0.0&type=5 "Create product requests for specified products and quantities from the given location to address shortage scenarios. This action supports the creation of product requests to streamline inventory management.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Quote from Opportunity](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_quote_from_opportunity.htm&release=264.0.0&type=5 "Creates quotes and quote line items for an opportunity using its ID as an input and its associated opportunity products with a manual discount percentage.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Service Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_svcquote.htm&release=264.0.0&type=5 "Creates a comprehensive quote for specified products by evaluating requested quantities, selected parts, manual discounts, and applicable coverages for each item.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Service Work Order](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_create_svcwo.htm&release=264.0.0&type=5 "Creates a work order from a quote for specified products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Create Visit for Context Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_createvisit.htm&release=264.0.0&type=5 "Create a visit based on user specified instructions and dates for a specific context, such as a sales agreement.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Aggregate Sources for a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_aggregatesources_member.htm&release=264.0.0&type=5 "Fetches rebate aggregate sources for a member in a specified payout period.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Aggregate Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_aggregatesummary.htm&release=264.0.0&type=5 "Retrieves a rebate member product aggregate summary with status, quantities, rebate, and payout details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Assets for a Customer](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_assets_for_a_customer.htm&release=264.0.0&type=5 "Gets a list of assets associated with an account.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Asset Warranties](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_assetwarranties.htm&release=264.0.0&type=5 "Gets the active asset warranties associated with an asset.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Rebate Type Payout Sources](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_rebatetype_payout_source.htm&release=264.0.0&type=5 "Fetches all rebate type payout sources for a specific rebate type payout provided by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Search Criteria and Results](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_searchcriteria_and_results.htm&release=264.0.0&type=5 "Finds the search configuration and matching search criteria based on the user input and returns the search results.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Service Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_svcquote.htm&release=264.0.0&type=5 "Gets the approved quotes associated with an asset ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Price Books](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_getprice_books.htm&release=264.0.0&type=5 "Gets the price books for all specified products.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Pricebooks From WorkType](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_pricebooks_from_worktype.htm&release=264.0.0&type=5 "Gets the product IDs associated with a worktype and subsequently gets the pricebook records containing all the retrieved product records.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_getproducts.htm&release=264.0.0&type=5 "Gets the products associated with a specific work type.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Product Price Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_product_price_details.htm&release=264.0.0&type=5 "Gets the price for products based on a user-selected price book.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Products with Coverage](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_products_with_coverage.htm&release=264.0.0&type=5 "Gets active asset warranties, service contracts, and entitlements for a specified asset and list of products.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Payout Periods For a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_payoutperiods_member.htm&release=264.0.0&type=5 "Fetches all payout periods for a specific Rebate Program Member, and returns a list of records as list.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Get Rebate Type Payouts For a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_rebatetype_payouts_member.htm&release=264.0.0&type=5 "Fetches all rebate type payouts for a specific payout period provided by the user, returning a list of records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Perform Bulk Update for Sales Agreement Metrics](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_perform_bulkupdate_for_sales_agreement_metrics.htm&release=264.0.0&type=5 "Updates the metrics of sales agreements based on the filtering criteria and update details specified by users.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Search Product And Parts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_search_products_and_parts.htm&release=264.0.0&type=5 "Gets products and associated parts or accessories based on inputs that define the search parameters, including the text-based query string or the base product ID, while using boolean flags to distinguish between text searches and product-related component searches. Provides a list of matching products with their respective pricing, or prompts users for more specific search queries.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Search Dealers for Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_search_dealers_for_products.htm&release=264.0.0&type=5 "Gets the dealer product searchable field records based on location and user specified search criteria and filters the records to find dealers that offer user requested products in a service territory. Requires City and Postal Code inputs from the user utterance to filter the Dealer Product Searchable Field records.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Asset Performance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_summ_assetperf.htm&release=264.0.0&type=5 "Summarizes the performance, service condition, and telematics data of an asset.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Attribute Details for Sales Agreements](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_get_attributedetails.htm&release=264.0.0&type=5 "Get the details of an attribute definition and its value.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Inventory Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_summarize_inventorydetails.htm&release=264.0.0&type=5 "Summarizes the available inventory for an item at a specific location, including details such as quantity and stock status. The action uses inputs such as product name, inventory location name, and stock status, where stock status values can be shortage, excess, or optimal. Users can provide one or a combination of these inputs to refine the summary.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Rebate Payouts for a Member](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_summarize_rebatepayout_member.htm&release=264.0.0&type=5 "Retrieves the overall rebate payout summary for a specified member.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Rebate Payouts by Period](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_summarize_rebatepayouts_period.htm&release=264.0.0&type=5 "Retrieves a rebate program member’s payout summary for a specified period.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Rebate Type Payout Source](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_summarize_rebatetype_payout_source.htm&release=264.0.0&type=5 "Generates a summary of a Rebate Type Payout Source, including the aggregates, benefits, and top transaction journals considered for the payout.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Summarize Sales Agreement Performance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_summarize_salesagreement_performance.htm&release=264.0.0&type=5 "Generates a summary of the performance of a sales agreement, including the deviations between the planned and actual quantity and revenue values in the sales agreement.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| [Transform Program Forecast to Opportunity](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mfg_transform_programforecast_to_opportunity.htm&release=264.0.0&type=5 "Transform manufacturing program records based on a filter criteria and a grouping strategy.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |

## Marketing

 
| Action | Editions |
| --- | --- |
| [Create Journey Content](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mktg_journey_create_content.htm&release=264.0.0&type=5 "Creates marketing content that's tailored for each customer in a journey using the Journey Decisioning agent template.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud Next and Marketing Cloud Engagement+. |
| [Create Section with Content](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mc_create_section_with_content.htm&release=264.0.0&type=5 "Creates a section in an email or landing page for campaigns and initiatives. Users can specify the number of columns in the section and the components to be included in each column, such as Heading, Paragraph, or Button. Users can also ask the agent to create content for the components in the section.") | Available in: Salesforce Enterprise and Unlimited Editions with the Marketing Cloud Next Growth or Advanced Edition, or the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Draft a Campaign Brief](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_draft_a_campaign_brief.htm&release=264.0.0&type=5 "Creates a draft of the campaign brief based on user-provided campaign details in the Agentforce panel. Use in conjunction with the Save Campaign Brief action.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud. |
| [Draft a Campaign Preview](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_a_campaign_from_brief.htm&release=264.0.0&type=5 "Creates a campaign preview that is generated as part of the brief. The action creates a series of campaign messages, or steps, such as email or SMS. Use in conjunction with the Save Campaign action.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud. |
| [Draft Content](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mc_draft_content.htm&release=264.0.0&type=5 "Creates or revises copy for any text-based property for campaigns and initiatives, including paragraph, heading, email subject line and preheader, and SMS message. Users can revise generated text by entering a different key message or target audience or by selecting a different tone.") | Available in: Salesforce Enterprise and Unlimited Editions with the Marketing Cloud Next Growth or Advanced Edition, or the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Find New Buyer Group Members](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_recommend_buyer_group.htm&release=264.0.0&type=5 "Finds contacts and leads related to an account to bring into the buying conversation.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition. |
| [Generate Campaign Insights](https://help.salesforce.com/s/articleView?id=ai.agent_ref_generate_campaign_insights.htm&release=264.0.0&type=5 "Retrieves engagement metrics, such as open rates, clicks, or unsubscribes for a specific campaign. It then generates key content insights about the message activities from the campaign's first flow. For example, identify which channel had better engagement or lower engagement over time.") | Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next. |
| [Get B2B Engagement Studio Programs](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_get_b2b_engagement_studio_programs.htm&release=264.0.0&type=5 "Retrieve all Engagement Studio programs, also known as nurture campaigns.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get B2B Marketing List Memberships](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_get_b2b_marketing_list_memberships.htm&release=264.0.0&type=5 "Retrieve a list of marketing lists a prospect is a member of, whether they're subscribed to the lists, and whether the lists are used in nurture programs.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get B2B Marketing Lists](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_get_b2b_marketing_lists.htm&release=264.0.0&type=5 "Retrieve all marketing program lists for a prospect. To retrieve all email preference center subscription lists, use the isPublic filter. To retrieve all nurture programs, use the isSalesforceVisible filter.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Campaign Objectives (Beta)](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mc_mi_get_campaign_objectives.htm&release=264.0.0&type=5 "Retrieves campaign objectives based on the selected channel type. Use in conjunction with the Get Channel Types action.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition. |
| [Get Channel Types (Beta)](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mc_mi_get_channel_types.htm&release=264.0.0&type=5 "Retrieves a list of available channel types for campaign optimization.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition. |
| [Get Distributed Marketing Email Templates](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_distributed_marketing_email_templates.htm&release=264.0.0&type=5 "Retrieves relevant Distributed Marketing and Alerts email templates so non-marketing users can personalize and send approved campaigns. Each template includes the campaign name, subject line, preheader, content, and campaign start and end dates.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition and the Distributed Marketing and Alerts add-on and the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Get Low Performing Ads (Beta)](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mc_mi_get_low_performing_ads.htm&release=264.0.0&type=5 "Retrieves a list of low-performing ads based on campaign metrics and industry benchmarks.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition. |
| [Get Marketing Engagement Activities](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_marketing_engagement_activities.htm&release=264.0.0&type=5 "Retrieves engagement history for up to five leads or contacts to help non-marketing users personalize outreach and follow-ups. Each result includes recent activities such as email opens, clicks, and web visits with timestamps.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition and the Distributed Marketing and Alerts add-on and the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Get Marketing Object Metadata and Planning Hierarchy](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mktg_pln_get_marketing_object_metadata.htm&release=264.0.0&type=5 "Looks up the field-level setup of marketing planning objects and the available planning hierarchies before the agent creates records. It returns the fields that a user can set on a program or goal. It also returns the hierarchy groups, levels, and per-level create access for that user. This action is read-only.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced and the Agentforce for Marketing add-on. |
| [Get Metrics (Beta)](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mc_mi_get_metrics.htm&release=264.0.0&type=5 "Retrieves campaign performance metrics based on the selected channel and campaign objective.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition. |
| [Get Recent Activities](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_engagement_activities.htm&release=264.0.0&type=5 "Retrieves recent marketing engagement activities for leads or contacts.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition. |
| [Get Recommended Email Templates](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_recommended_dm_email_templates.htm&release=264.0.0&type=5 "Recommends approved email templates—ranked by relevance—for a lead, contact, or person account based on their engagement history. Each recommendation explains why it was suggested, helping you choose the right template.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition and the Distributed Marketing and Alerts add-on and the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Get Score for Record ID](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_score.htm&release=264.0.0&type=5 "Retrieve marketing scores from Data Cloud for account, contact, lead, and prospect records.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition. |
| [Identify Business Unit](https://help.salesforce.com/s/articleView?id=ai.agent_ref_identify_business_unit.htm&release=264.0.0&type=5 "Retrieves engagement metrics, such as open rates, clicks or unsubscribes, for a specific campaign and generates key insights about the campaign’s performance. For example, recommend different subject lines or add more time between email sends to prevent subscriber fatigue.") | Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next. |
| [Identify Top Engaged Unified Individuals](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_top_engaged_unified_individuals.htm&release=264.0.0&type=5 "Retrieves a summary of the most engaged individuals to help non-marketing users with strategic follow-ups. With scoring configured, the summary also shows the individual's scores.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition and the Distributed Marketing and Alerts add-on and the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Manage Marketing Planning Records](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mktg_pln_manage_marketing_planning_records.htm&release=264.0.0&type=5 "Creates marketing programs and goals and places them in a planning hierarchy. It creates each record at the hierarchy group and level that the user names. It links new records to the parent programs or goals in the request, and confirms each record as it goes.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced and the Agentforce for Marketing add-on. |
| [Refine Campaign Preview](https://help.salesforce.com/s/articleView?id=ai.agent_ref_refine_campaign_preview.htm&release=264.0.0&type=5 "From user input, refines and replaces campaign preview steps associated with a brief, such as message channels and content, before the campaign is saved.") | Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next. |
| [Save Campaign](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_save_campaign.htm&release=264.0.0&type=5 "Saves the campaign and its draft components. Use in conjunction with the Create a Campaign from a Brief action.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud. |
| [Save Campaign Brief](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_save_campaign_brief.htm&release=264.0.0&type=5 "Saves the brief information, including name, description, key message, and target audience. Use in conjunction with the Draft a Campaign Brief action.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud. |
| [Select Journey](https://help.salesforce.com/s/articleView?id=ai.agent_ref_mktg_journey_selection.htm&release=264.0.0&type=5 "Chooses the optimal journey for each subscriber to maximize message engagement.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud Next and Marketing Cloud Engagement+. |
| [Sign Up Prospect for B2B Marketing Lists](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_sign_up_prospect_for_b2b_marketing_lists.htm&release=264.0.0&type=5 "Signs up a prospect for a B2B Marketing List. To use this action with an agent, include a Prospect ID and List ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Summarize a Campaign](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_campaign_summary.htm&release=264.0.0&type=5 "Summarize a campaign with Agentforce in Marketing Cloud. Campaign details can include flow name, open rate, click through rate, sent, not sent, unsubscribed, opted out, and bounces per flow.") | Available in: Enterprise and Unlimited Editions with Marketing Cloud. |
| [Summarize Conversations](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_conversations.htm&release=264.0.0&type=5 "Generates a summary of recent sales conversations for leads or contacts.") | Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition. |
| [Upsert B2B Prospect](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_upsert_b2b_prospect.htm&release=264.0.0&type=5 "Create or update a prospect record, including its profile, score, and owner. To use this action with an agent, include an Email, Prospect ID, Lead ID, or Contact ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [View B2B Prospect](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_view_b2b_prospect.htm&release=264.0.0&type=5 "Retrieve a prospect record, including its profile, score, and owner. To use this action with an agent, include an Email, Prospect ID, Lead ID, or Contact ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Media

 
| Action | Editions |
| --- | --- |
| [Create Media Opportunity](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_create_opportunity.htm&release=264.0.0&type=5 "Creates an opportunity and an ad opportunity for a media proposal or an advertisement campaign. The opportunity is associated with the account of the advertiser who the media proposal or advertisement campaign is for. The ad opportunity is associated with the account of the agency that represents the advertiser.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Create Media Proposal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_create_proposal.htm&release=264.0.0&type=5 "Creates a quote and an ad quote for a media proposal, and adds media products for the proposal. The proposal is associated with the opportunity of the advertisement campaign that the proposal is for. The proposal includes key details such as budget, start and end dates, and price book. For proposal products, details such as price book, quantity, and start and end dates are added.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Find Media Opportunity](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_find_opportunity.htm&release=264.0.0&type=5 "Gets a list of opportunities for an advertiser or agency account.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Generate Pitch Deck For Media Proposals](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_generate_pitch_deck.htm&release=264.0.0&type=5 "Finds products to help sales representatives create a proposal or pitch, and links them to a new or existing opportunity.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Get Media Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_get_products.htm&release=264.0.0&type=5 "Gets a filtered list of media products that are part of a price book and match a search phrase. Users can provide various search phrase combinations that can include product name, SKU, code, and price range. If users aren't sure about the product they are looking for, the action can also get products based on price book name.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Get Media Products Based on Targeting](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_get_products_by_targeting.htm&release=264.0.0&type=5 "Gets a list of media products that are part of a price book and match a targeting criteria. The targeting criteria can include a list of targeting values. If users aren't sure about the products they are looking for, they can expand their search criteria by providing a list of targeting categories and segments.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Get Product Records by Product IDs](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_get_prod_recs_by_prod_ids.htm&release=264.0.0&type=5 "Fetches a list of product records based on a provided list of product IDs.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |
| [Media Opportunity Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_media_opportunity_summary.htm&release=264.0.0&type=5 "Summarizes media opportunities with actionable information such as closure risks, advertiser or agency sentiment, current stage, and next best steps.") | Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action. |

## MuleSoft for Flow: IDP

 
| Action | Editions |
| --- | --- |
| [Extract Data from Document](https://help.salesforce.com/s/articleView?id=ai.agent_ref_extract_data_from_document.htm&release=264.0.0&type=5 "Extracts structured data from digital and scanned documents using AI-powered analysis based on a document processing configuration.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations and the MuleSoft for Flow: IDP add-on or Agentforce 1 Editions. Requires each user to have the MuleSoft for Flow: IDP add-on to access the action. |

## Net Zero Cloud

 
| Action | Editions |
| --- | --- |
| [Combine Snippets](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_combine_snippets.htm&release=264.0.0&type=5 "Combines two environmental, social, and governance (ESG) reports related snippets to generate the final snippet content. One snippet is from the document clause record and the other snippet is from the agent conversation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Draft Disclosure Responses](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_draft_disclosure_responses.htm&release=264.0.0&type=5 "Answers queries and drafts snippets related to environmental, social, and governance (ESG) topics. These include the organization's policies and practices regarding climate change, energy efficiency, greenhouse gas removal, renewable energy, and other sustainability issues.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Draft Snippet For Question](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_draft_snippet_for_question.htm&release=264.0.0&type=5 "Answers queries that originate from assessment question records directly associated to a document clause record. These include providing information relevant to environmental, social, and governance (ESG) reporting.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Get Vehicle Asset Emission Source Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_get_vehicle_asset_emission_source_data.htm&release=264.0.0&type=5 "Answer questions related to source of greenhouse gas emissions from the vehicle assets.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Get Stationary Asset Environmental Source Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_get_stationary_asset_env_source_data.htm&release=264.0.0&type=5 "Answer questions related to stationary assets and their emissions factors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Get Sustainability Stakeholder Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_get_sustainability_stakeholder_data.htm&release=264.0.0&type=5 "Identify stakeholders based on their role and the reference object associated with this stakeholder.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Manage Sustainability Task Group](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_get_manage_sustainability_task_group.htm&release=264.0.0&type=5 "Manage a sustainability task group by sending follow-up emails to stakeholders with incomplete tasks in an existing sustainability task group. Improve stakeholder engagement and completion rates for environmental, social, and governance (ESG) data collection.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Get Sustainability Task Group Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_get_sustainability_task_group_data.htm&release=264.0.0&type=5 "Answer questions related to the task groups in the company's environmental, social, and governance (ESG) data.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |
| [Create Sustainability Task Group](https://help.salesforce.com/s/articleView?id=ai.agent_ref_nzc_create_sustainability_task_group.htm&release=264.0.0&type=5 "Create a sustainability task group and notify sustainability stakeholders about environmental, social, and governance (ESG) data collection activities.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action. |

## Omnistudio

 
| Action | Editions |
| --- | --- |
| [Diagnose Components (Pilot)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_omnistudio_diagnose_components.htm&release=264.0.0&type=5 "Diagnoses Omnistudio components, namely, Flexcards, Omniscripts, Integration Procedures, and Data Mappers. Identifies potential warnings and errors that may occur at runtime and provides information about how to fix them.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Org Objects (Pilot)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_omnistudio_product_strategy.htm&release=264.0.0&type=5 "Returns a list of sObjects associated with the given use case and, if needed, suggests new objects users must create to fulfill a requirement.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Personalization

 
| Action | Editions |
| --- | --- |
| [Get Context](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_personalization_get_context.htm&release=264.0.0&type=5 "Provides an agent with personalized context from Data Cloud to help it select the most appropriate next action in customer interactions.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Recommendations](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_persnl_get_personalized_recommendations.htm&release=264.0.0&type=5 "This agent action generates product and content recommendations tailored to the user’s preferences, behavior, and interactions. The recommendations are based on the current context or specific user query.") | Available in: Enterprise, Unlimited, Professional, and Developer Editions with Data Cloud. |
| [Understand User Intent](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_persnl_understand_user_intent.htm&release=264.0.0&type=5 "Understands a user's natural language query to extract their intent, including the item and relevant filter criteria, which results in more personalized recommendations.") | Available in: Enterprise, Unlimited, Professional, and Developer Editions with Data Cloud. |

## Program Based Business

 
| Action | Editions |
| --- | --- |
| [Forecasts to Opportunities Filter Criteria](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_forecasts_to_opty_filter_criteria.htm&release=264.0.0&type=5 "Creates the filter criteria based on the input provided by the user.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Forecast to Opportunity Execution](https://help.salesforce.com/s/articleView?id=ai.agent_ref_transform_program_forecast_to_opportunity.htm&release=264.0.0&type=5 "Transform manufacturing program records based on a filter criteria and a grouping strategy.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [OpportunityJsonBuilder](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_opportunity_details.htm&release=264.0.0&type=5 "Creates an object that contains the new opportunity details.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |

## Program and Case Management

 
| Action | Editions |
| --- | --- |
| [Create Participant Benefits](https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_create_participant_benefits.htm&release=264.0.0&type=5 "Generate a benefit disbursement record that includes all required records for program enrollment and benefit assignment. If any related records are missing, the flow creates them as needed.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Create Referral](https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_create_referral.htm&release=264.0.0&type=5 "Generate a referral record that includes all of the required fields.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Get Participant Goal](https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_get_participant_goal.htm&release=264.0.0&type=5 "Retrieves a list of goals that are assigned to the participant.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Prepare Participant Notes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_prepare_participant_notes.htm&release=264.0.0&type=5 "Fixes spelling and grammatical errors, applies formatting and best practices from the provided template, and structures the information to highlight key points, decisions, and action items in the notes of a meeting with a participant or client.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Prepare Participant Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_prepare_participant_summary.htm&release=264.0.0&type=5 "Generates a summary about a participant by using the participant record and related records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |

## Public Sector

 
| Action | Editions |
| --- | --- |
| [Automatically Resolve Complaint](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_auto_resolve_complaint.htm&release=264.0.0&type=5 "If the incident reported in a complaint occurred more than two years ago, asks whether the user wants to resolve the complaint. If the user confirms, sets the complaint status to Resolved.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Check For Regulatory Code Violation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_check_for_regulatory_code_violation.htm&release=264.0.0&type=5 "Evaluates user input against regulatory code documents to determine violations. Cross-references the input with relevant code sections and provides a clear, concise determination, including specific clause references and supporting explanations.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Assessment for Public Complaint](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_assessment_for_complaint.htm&release=264.0.0&type=5 "Creates an assessment record for a public complaint.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Assessment Question Response](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_assessment_question_response.htm&release=264.0.0&type=5 "Creates an assessment question response record for an assessment question by using the response text, and relates the assessment question response to the assessment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Candidate Leads](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_candidate_leads.htm&release=264.0.0&type=5 "Creates lead records for potential candidates for a vacancy. In the lead records, includes information from the party profile of applicants who submitted the application forms selected by the user.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Regulatory Code Violation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_regulatory_code_violation.htm&release=264.0.0&type=5 "Creates a regulatory code violation record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Regulatory Code Violation for Public Complaint](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_regulatory_code_violation_for_complaint.htm&release=264.0.0&type=5 "Creates a regulatory code violation record for the specified regulatory code using the given information, and associates the record with the given public complaint.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Regulatory Transaction Fee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_regulatory_transaction_fee.htm&release=264.0.0&type=5 "Creates regulatory transaction fee and regulatory transaction fee item records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Create Violation Enforcement Action](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_create_violation_enforcement_action.htm&release=264.0.0&type=5 "Creates a violation enforcement action record for a regulatory code violation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Draft Visit Summary Email](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_draft_visit_summary_email.htm&release=264.0.0&type=5 "Generates a professional email summarizing the visit with details about the visit, regulatory code violations, enforcement actions, and regulatory fees along with their due dates and resolution notes.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Email Candidate Leads](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_email_candidate_leads.htm&release=264.0.0&type=5 "Sends emails to candidates who are identified as leads for a vacancy to invite them to check the recruitment posting and apply for the job.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Email Complaint Participant](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_email_complaint_participant.htm&release=264.0.0&type=5 "When the user asks to notify the complainant or the perpetrator, generate an email based on the given template. Show the body of the generated email to the user and get approval. Send the email to the complainant or perpetrator.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Find Similar Complaints](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_find_similar_complaints.htm&release=264.0.0&type=5 "Finds public complaints that are similar to a public complaint by matching the keywords in the complaint summary.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Find Similar Complaints Against Perpetrator](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_find_similar_complaints_against_perpetrator.htm&release=264.0.0&type=5 "Finds similar complaints against a perpetrator related to a public complaint.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Find Similar Unresolved Complaints](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_find_similar_unresolved_complaints.htm&release=264.0.0&type=5 "Finds unresovled complaints that are similar to a complaint by matching keywords in the complaint summary.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Assessment Questions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_assessment_questions_for_complaint.htm&release=264.0.0&type=5 "Gets the IDs of the assessment questions associated with an assessment question set.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Assessment Question Text and Response Values](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_assessment_question_text_response_values.htm&release=264.0.0&type=5 "Gets the question text and response values for an assessment question.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Candidates And Create Leads](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_candidates_create_leads.htm&release=264.0.0&type=5 "Retrieves a list of candidates whose skills align with the job posting, and creates corresponding candidate leads for recruitment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Candidates with Matched Skills](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_candidates_with_matched_skills.htm&release=264.0.0&type=5 "Gets a list of candidates who match the requested skills and job post criteria.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Examination and Competency Details for Skills](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_exam_competency_details_for_skills.htm&release=264.0.0&type=5 "Gets a list of IDs for examinations and competencies that match the input skill names. Then, sends those details to the associated prompt template. Outputs a JSON list of skill-to-record ID pairings.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Regulatory Code Violation Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_regulatory_code_violation_details.htm&release=264.0.0&type=5 "Analyzes the user's request to identify the relevant section or clause from the regulatory code violation documents. Extracts and provides detailed information about the identified section or clause, ensuring the response directly addresses the user's question and adheres strictly to the regulations outlined in the documents.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Relevant Application Forms](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_relevant_application_forms.htm&release=264.0.0&type=5 "Gets a list of application form records that are relevant to the given recruitment posting record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Relevant Regulatory Codes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_relevant_regulatory_codes.htm&release=264.0.0&type=5 "Gets the regulatory codes that could be violated by the incident reported in a public complaint.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Relevant Skill IDs](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_relevant_skill_ids.htm&release=264.0.0&type=5 "Gets a list of IDs for skills that are linked to the specified recruitment post record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Unprocessed Regulatory Codes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_unprocessed_regulatory_codes.htm&release=264.0.0&type=5 "Gets the regulatory codes that are relevant to a public complaint for which regulatory code violations don’t exist.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Get Violation Enforcement Actions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_get_violation_enforcement_actions.htm&release=264.0.0&type=5 "Gets violation enforcement actions and penalties to answer a user’s question about a specific regulatory code violation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Preview Hiring Managers](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_preview_hiring_managers.htm&release=264.0.0&type=5 "Previews the hiring managers that are associated with the application form. Before sharing an application form with the hiring managers, always call this action to preview hiring managers who are also application form participants.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Send Visit Summary Email](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_send_visit_summary_email.htm&release=264.0.0&type=5 "Sends an email with the visit summary to the recipient, the primary owner, business owner, or responsible party.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Share Application Form with Hiring Manager](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_share_application_forms_with_managers.htm&release=264.0.0&type=5 "Shares an application form with employees having a participant role as Hiring Manager. Gets recruitment requisition participants from the related recruitment posting. Based on the recruitment requisition participants, creates application form participant records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Summarize Application Form](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_summarize_application_form.htm&release=264.0.0&type=5 "Summarizes the applicant’s data for a job posting. Helps the user get a summary of all the data in one place.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |
| [Summarize Public Complaint](https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_summarize_public_complaint.htm&release=264.0.0&type=5 "Creates a rich-text summary of a public complaint record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action. |

## Retail Execution Visit Assistant

 
| Action | Editions |
| --- | --- |
| [Get Retail Execution Account Performance Data](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_retail_execution_acc_perf_data.htm&release=264.0.0&type=5 "Calculates total revenue, minimum and maximum order values, and identifies top N% and bottom N% selling products based on order quantities. The action calculates product metrics data from preorders, deliveries, and invoices that are ready or released, optionally within a date criteria.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action. |
| [Get Retail Execution Customer Tasks By Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_retail_execution_customer_tasks.htm&release=264.0.0&type=5 "Gets customer tasks that are ready or released for an account optionally within a date range.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action. |
| [Get Retail Execution Visits By Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_retail_execution_visits_by_acc.htm&release=264.0.0&type=5 "Gets completed visits for the account based on the preconfigured visit types in Retail Execution. The action supports two scope modes: returning only the most recent completed visit or returning all completed visits within a specified date range. Each retrieved visit includes associated details of store audits, product surveys, and asset audits.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action. |
| [Get Retail Execution Orders By Account](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_retail_execution_orders_by_acc.htm&release=264.0.0&type=5 "Gets order information, including order header details and corresponding detailed order item data for each order. The action gets ready or released preorders, deliveries, and invoices data for the account, optionally within a date range.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action. |
| [Get Retail Execution Orders By Visit](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_retail_execution_orders_by_visit.htm&release=264.0.0&type=5 "Gets order information, including order header details and corresponding detailed line-item (order item) data for each order. The action gets ready or released preorders, deliveries, and invoices data for the visit, optionally within a date range.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action. |

## Revenue

 
| Action | Editions |
| --- | --- |
| [Add Quote Line Item to Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_add_quotelineitems_to_quote.htm&release=264.0.0&type=5 "Creates a line item record and adds it to a Revenue Cloud quote.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Apply Discount To Quote Line Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_apply_discount_to_quotelineitem.htm&release=264.0.0&type=5 "Applies a discount, expressed as a percentage, to a line item on a Revenue Cloud quote.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Create Amendment Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_create_amendment_quote.htm&release=264.0.0&type=5 "Creates an amendment quote in Revenue Cloud and then generates a related amendment opportunity for an account with active assets. An amendment quote, also known as an add-on quote or a change quote, increases the quantity of assets a customer has purchased or modifies some aspect of those assets.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Create Initial Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_create_initial_quote.htm&release=264.0.0&type=5 "Creates a Revenue Cloud quote for a new business from an opportunity. This quote differs from an amendment quote or a renewal quote that modifies or extends an existing business. Sales reps can create multiple quotes for an opportunity.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Create Renewal Quote](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_qocal_create_renewal_quote.htm&release=264.0.0&type=5 "Use the Create Renewal Quote action to create a renewal quote for active and renewable assets in Revenue Cloud.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Explain Invoice Line](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_explain_invoice_lines.htm&release=264.0.0&type=5 "Provides a detailed, easy-to-understand explanation of a specific invoice line, including the purpose of the charge, the billing reason, and the calculation method.") | Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license with the Agentforce Employee Agent add-on. When accessed through Experience Cloud, it also requires the Agentforce Service Agent add-on. Contact your Salesforce account executive for more information. |
| [Find Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_find_products.htm&release=264.0.0&type=5 "The Find Products agent action searches the product catalog for items that match a user’s input query. It returns product names, IDs, and structured details to support conversational product discovery in Agentforce.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on. |
| [Generate Product Description](https://help.salesforce.com/s/articleView?id=ai.agent_ref_generate_product_description.htm&release=264.0.0&type=5 "Generates product descriptions within Product Catalog Management in Revenue Cloud. This action uses product record data to create clear and engaging descriptions, enhancing product discoverability and expediting catalog creation.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on. |
| [Get Account Assets](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_qocal_get_account_assets.htm&release=264.0.0&type=5 "Retrieves the active and term-defined renewable assets associated with an account. Active assets are assets with one-time or evergreen product selling models or assets with term-defined product selling models that haven’t reached their lifecycle end date. Renewable assets are assets with term-defined product selling models.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Get Account Balance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_account_balance.htm&release=264.0.0&type=5 "The Get Account Balance agent action retrieves a customer’s billing balance for a specific account by summarizing posted invoices, credits, debits, payments, and refunds so that users can quickly understand the net amount due in a conversational billing inquiry.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on. |
| [Get Account Billing Summary](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_get_account_billing_summary.htm&release=264.0.0&type=5 "The Get Account Billing Summary agent action generates a comprehensive financial health overview for a specific account. This action identifies active disputes and collection plans while providing insights into payment history, expiring payment methods, and aging metrics to help prioritize collection efforts.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on. |
| [Get Dunning Strategy](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_get_dunning_strategy.htm&release=264.0.0&type=5 "The Get Dunning Strategy action assesses an account’s financial health, ongoing collection efforts, prior interactions, payment history, and open disputes to recommend the most effective engagement and recovery approach. Using AI-driven insights such as invoice risk scores and communication patterns, it suggests the optimal dunning orchestration, including targeted reminders, calls, or, in higher-risk scenarios, actions like applying late fees, suspending services, or escalating the case.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on. |
| [Get Invoice Line Records](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_get_invoice_line_records.htm&release=264.0.0&type=5 "Finds specific invoice lines based on the user's request.") | Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license with the Agentforce Employee Agent add-on. When accessed through Experience Cloud, it also requires the Agentforce Service Agent add-on. Contact your Salesforce account executive for more information. |
| [Get Invoice Document PDF](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_latest_invoice_and_document_pdf.htm&release=264.0.0&type=5 "The Get Invoice Document PDF agent action retrieves the most recent posted invoice for an account and provides access to its associated document. Users can view or download the latest invoice PDF when it's available.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on. |
| [Retrieve Next Due Payment](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_next_due_payment.htm&release=264.0.0&type=5 "The Retrieve Next Due Payment agent action identifies the next upcoming payment for an account by returning the earliest due date and the total amount due so that users can quickly understand what a customer needs to pay next.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on. |
| [Generate Payment Plan Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_payment_plan_details.htm&release=264.0.0&type=5 "The Generate Payment Plan Details agent action returns the payment installment schedule for an invoice so that users can understand how an invoice is paid over time, including installment amounts, dates, and statuses.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on. |
| [Get Rule-Based Product Recommendations (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_rule_based_product_recommendations.htm&release=264.0.0&type=5 "The Get Rule-Based Product Recommendations agent action returns recommended products for a quote based on configuration rules in Product Catalog Management (PCM). The action evaluates the products already added to a quote, applies relevant recommendation rules, and returns a list of recommended product IDs and names that can be used in Product Selection workflows in Agentforce.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on. |
| [Get Product Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_product_details.htm&release=264.0.0&type=5 "The Get Product Details agent action retrieves structured details for a list of product IDs so that users can refine results and apply customer-specific filters during a Product Selection conversation in Agentforce.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on. |
| [Get Product Selling Model for Products](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_qocal_get_product_selling_model_for_products.htm&release=264.0.0&type=5 "Retrieves the default product selling model associated with a product. Use this action when you add a product to a quote.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Get Usage Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_usage_get_usage_details.htm&release=264.0.0&type=5 "Gets the details of the consumption overages for up to five usage resources associated with an account by using the account ID.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on. |
| [Query Contract Document](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_query_contract_document.htm&release=264.0.0&type=5 "Finds and retrieves relevant information from a contract document based on the user's question. Answers questions related to contract documents, including terms, obligations, and clauses.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales, Agentforce for Service, or Agentforce for Industries add-on, and Salesforce Foundations. |
| [Query Quote Line Items](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_query_quote_line_items.htm&release=264.0.0&type=5 "Gets quote line item records for specified product IDs.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Summarize Contract Document](https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_summarize_contract_document.htm&release=264.0.0&type=5 "The Summarize Contract Document agent action calls Summarize Contract prompt templates of type Document Summary to create clear and business-focused contract overviews.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales, Agentforce for Service, or Agentforce for Industries add-on, and Salesforce Foundations. |
| [Update Quote Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_qocal_update_quote_details.htm&release=264.0.0&type=5 "Updates the fields in a quote.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |
| [Update Quote Line Item Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_qocal_update_quote_line_item_details.htm&release=264.0.0&type=5 "Updates the fields in a quote line item.") | Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations. |

## Sales

 
| Action | Editions |
| --- | --- |
| [Add Record to Cadence](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_add_record_to_cadence.htm&release=264.0.0&type=5 "Associates a prospect with a cadence directly from Agentforce.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Create a Label](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_a_label.htm&release=264.0.0&type=5 "Creates a personalized label to contextually group and organize records.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Create a Sales Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_sales_record.htm&release=264.0.0&type=5 "Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Create a To-Do](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_a_to_do.htm&release=264.0.0&type=5 "Create tasks for follow-up or assignments to complete, helping sellers manage their work efficiently.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Create Close Plan](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_close_plan.htm&release=264.0.0&type=5 "Generates a sales plan to help sales reps close an opportunity by its target date.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Explore Conversation](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_explore_conversation.htm&release=264.0.0&type=5 "Answers a user’s questions about a voice or video call based on the contents of the call transcript. For example, if the user enters, “What was the customer sentiment on the call?” in the Einstein panel, the action delivers an answer based on the customer’s language in the call transcript.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Find Contact Interactions](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_find_contact_interactions.htm&release=264.0.0&type=5 "Identifies the list of opportunities or an account that a specific contact has influenced.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Find Past Collaborators](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_find_past_collaborators.htm&release=264.0.0&type=5 "Leverages insights from Einstein Activity Capture to identify individuals with past collaborative ties, aiding in securing introductions to relevant parties in ongoing or future deals.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Find Similar Interactions](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_find_similar_interactions.htm&release=264.0.0&type=5 "Searches interaction records by channel or related terms and generates an engagement summary for specified or all channels, including case, chat, email, surveys, and voice.") | Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on. |
| [Find Similar Opportunities](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_find_similar_opportunities.htm&release=264.0.0&type=5 "Searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. An explanation of the similarities is returned with each opportunity record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Get Account and Account Plan](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_account_and_account_plan.htm&release=264.0.0&type=5 "Queries an account and one related account plan. This action is used within Agentforce Sales Management.") | 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. |
| [Get Activities Timeline](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_activities_timeline.htm&release=264.0.0&type=5 "Retrieves a list of all CRM activities associated with a record during the specified time frame. The list can include past and future activities. The action is exposed through Flows, making it available for automation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Activity Details](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_activity_details.htm&release=264.0.0&type=5 "Provides a brief summary of an activity, including an overview of its content (such as an email or a call summary) and other relevant details. Valid activity types are calls, emails, events, or tasks.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Conversation Intelligence](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_conversation_intelligence.htm&release=264.0.0&type=5 "Gets intelligence information about a voice or video call, including any insights and a conversation summary if one is available.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Get Conversation Transcript](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_conversation_transcript.htm&release=264.0.0&type=5 "Gets a transcript for a voice or video call. This can be used to automate updates to records based on conversation data.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Get Fields to Create Sales Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_fields_to_create_sales_records.htm&release=264.0.0&type=5 "Collect the fields that need user-inputted values in order to create a sales record. Also outputs if the agent should create a lead, contact, or person account record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Get Forecast Guidance](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_forecast_guidance.htm&release=264.0.0&type=5 "Gathers information about how a sales rep is tracking toward meeting their Committed and Most Likely quota for the current forecast period. The output includes the seller’s forecast amount, a list of any deals at risk, and why they’re considered at risk.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Get Product Pricing](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_product_pricing.htm&release=264.0.0&type=5 "Gets the pricing information of a product, including relevant historical sale price data from previous won deals involving the same product.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Get Record Research](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_record_research.htm&release=264.0.0&type=5 "Gathers research records from the last 30 days that are associated with a specific record ID. Then, the action provides a summary of the retrieved insights and research data for that record. This action is used within Agentforce Sales Management.") | 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. |
| [Get Related Emails](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_related_emails.htm&release=264.0.0&type=5 "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.") | 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. |
| [Get Related Notes](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_related_notes.htm&release=264.0.0&type=5 "Gets a list of the latest related note records within a date range, based on a user’s query. This action is used within Agentforce Sales Management.") | 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. |
| [Identify Contact Role](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_contact_role.htm&release=264.0.0&type=5 "Identifies the role, significance, or impact of a contact in influencing the opportunity or account status. This action also assesses how that contact affects the outcome of a deal, initiative, or account.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Identify Key Contacts](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_key_contacts.htm&release=264.0.0&type=5 "Identifies key contacts associated with an account or opportunity. A key contact is someone who can influence, obstruct, impede, or decide a deal, or is involved in the outcome of the deal.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Label a Record](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_label_a_record.htm&release=264.0.0&type=5 "Assigns personalized labels to records. Users can tag records based on meaningful attributes, retrieve those records as a group, and act on them.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Log a Call](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_log_a_call.htm&release=264.0.0&type=5 "Logs a call with a customer as a task, which can include additional details about the call, such as the date, time, and purpose. The logged call appears in the seller’s Activity Timeline.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Prioritize Opportunities](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_prioritize_opportunities.htm&release=264.0.0&type=5 "Identifies a rep’s top sales opportunities and ranks them in order of priority based on specific instructions provided by the user or available opportunity data. An explanation for each opportunity’s rank is also returned.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Research Account](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_research_account.htm&release=264.0.0&type=5 "Conducts external research and generates a summary of findings about the company on a business account. The output depends on the user’s research question and can include information about the company’s structure, business model, revenue, and competitors.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Return Calendar Link](https://help.salesforce.com/s/articleView?id=ai.agent_ref_return_calendar_link.htm&release=264.0.0&type=5 "Adds a calendar link to the agent’s response, allowing web prospects quickly schedule a meeting that is convenient for them.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Review My Day](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_review_my_day.htm&release=264.0.0&type=5 "Provides an overview of the seller’s daily agenda, including pending tasks, meetings, leads, opportunities, and how the seller is tracking against their sales quota. Only the top three leads and opportunities that require your attention are shown. The leads are sorted in descending order of the annual revenue. The opportunities are sorted in ascending order of the Close Date. A maximum of three open tasks that the seller owns are shown in descending order of priority.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Search Conversations](https://help.salesforce.com/s/articleView?id=ai.agent_ref_search_conversations.htm&release=264.0.0&type=5 "Searches voice and video call transcripts for specific topics or keywords. Agentforce Sales Management calls this action.") | 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. |
| [Send Meeting Request](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_send_meeting_request.htm&release=264.0.0&type=5 "Creates an email draft to request a meeting with the recipient, with three possible time slots, a link to view the slots on a new page, or a link to the sender’s calendar where they can pick a slot to schedule a meeting.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| [Send Verification Email](https://help.salesforce.com/s/articleView?id=ai.agent_ref_send_verification_email.htm&release=264.0.0&type=5 "Generates and sends a verification code to a prospect’s email address to verify them.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Suggest Next Step for Opportunity](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_mgmt_suggest_next_step.htm&release=264.0.0&type=5 "Identifies and suggests a value for the Next Step field on an opportunity. This action is intended for use with Agentforce Pipeline Management.") | 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. |
| [Suggest Stage for Opportunity](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_mgmt_suggest_stage.htm&release=264.0.0&type=5 "Identifies and suggests the appropriate stage for an opportunity. This action is intended for use with Agentforce Pipeline Management.") | 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. |
| [Update AI-Generated Action Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_update_ai_gen_action_item.htm&release=264.0.0&type=5 "Updates the status of an AI-generated action item record. The action tracks the lifecycle and completion state of recommendations and tasks that Agentforce Sales agent generates. Agentforce acts on these recommendations automatically, or human users review them, depending on org settings. Agentforce Sales Management calls this action.") | 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. |
| [Verify Sales Customer](https://help.salesforce.com/s/articleView?id=ai.agent_ref_verify_sales_customer.htm&release=264.0.0&type=5 "Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Coach | Give Feedback on Needs Analysis Stage](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_coach_needs_analysis_feedback.htm&release=264.0.0&type=5 "This agent action provides a sales representative with feedback on a sales pitch for an opportunity.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Coach | Give Feedback on Negotiation/Review Stage](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_coach_negotiation_review_feedback.htm&release=264.0.0&type=5 "This agent action provides a sales representative with feedback on a sales pitch for an opportunity in the Negotiation and Review stage.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Coach | Give Feedback on Proposal/Price Quote Stage](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_coach_proposal_feedback.htm&release=264.0.0&type=5 "Provides sales representatives with feedback on a sales pitch for an opportunity in the Proposal/Price Quote stage.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Coach | Give Feedback on Qualification Stage](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_coach_qualification_feedback.htm&release=264.0.0&type=5 "Provides sales reps with coaching and guidance on how well they’ve qualified a specific opportunity.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Lead Nurturing | Draft Generic Reply Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_draft_generic_reply_email.htm&release=264.0.0&type=5 "Drafts a generic reply email to a lead who has emailed an off-topic question or comment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Lead Nurturing | Draft Initial Outreach Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_draft_initial_outreach_email.htm&release=264.0.0&type=5 "Drafts an initial sales outreach email to a lead based on the lead record and related CRM data.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Lead Nurturing | Draft Meeting Request Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_draft_meeting_request_email.htm&release=264.0.0&type=5 "Drafts an email with a meeting invite to a lead who has expressed interest.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Lead Nurturing | Draft Nudge Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_draft_nudge_email.htm&release=264.0.0&type=5 "Drafts a follow-up email to a lead who has not yet replied to an earlier email.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Lead Nurturing | Opt-Out Lead](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_opt_out_lead.htm&release=264.0.0&type=5 "Sets a lead’s Email Opt-Out field to true when the lead replies to an SDR email and asks not to be emailed.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Lead Nurturing | Schedule Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_schedule_email.htm&release=264.0.0&type=5 "Schedule an email to be sent by the agent at the time specified by the agent settings.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |

## Sales Agreement

 
| Action | Editions |
| --- | --- |
| [Create Sales Agreements Bulk Update Request](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_bulk_update_for_sales_agreement_metrics.htm&release=264.0.0&type=5 "Creates a bulk update request for sales agreements based on the input provided by the user.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Create Visit](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_visit.htm&release=264.0.0&type=5 "Create a visit based on user specified instructions and dates for a specific context, such as a sales agreement.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Get Attribute Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_attribute_details.htm&release=264.0.0&type=5 "Get the details of an attribute definition and its value.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Perform Bulk Update for Sales Agreement Metrics](https://help.salesforce.com/s/articleView?id=ai.agent_ref_perform_bulk_update_for_sales_agreement_metrics.htm&release=264.0.0&type=5 "Updates the metrics of sales agreements based on the filtering criteria and update details specified by users.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |
| [Summarize Sales Agreement Performance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_sales_agreement_performance.htm&release=264.0.0&type=5 "Generates a summary of the performance of a sales agreement, including the deviations between the planned and actual quantity and revenue values in the sales agreement.") | Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action. |

## Scheduler

 
| Action | Editions |
| --- | --- |
| [Cancel Appointment For Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_scheduler_cancel_appointment.htm&release=264.0.0&type=5 "Cancel the specified service appointments.") | Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions. |
| [Collect Appointment Details for Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_scheduler_collect_appointment_details.htm&release=264.0.0&type=5 "Collects the details required to schedule a service appointment. For example, if the user wants to schedule an appointment, this action asks for ‌details such as the date, subagent, service resource, and so on.") | Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions. |
| [Create and Schedule Appointment for Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_scheduler_create_and_schedule_appointment.htm&release=264.0.0&type=5 "Creates and schedules appointments.") | Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions. |
| [Get Appointment Details for Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_scheduler_get_appointment_details.htm&release=264.0.0&type=5 "Retrieves the details of an existing service appointment.") | Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions. |
| [Get Appointment Time Slots for Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_scheduler_get_appointment_time_slots.htm&release=264.0.0&type=5 "Get the available slots for the appointment. This action is invoked when an appointment is booked or modified. Call this action with a related action that can provide the input it requires.") | Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions. |
| [List Appointments for Scheduler](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_scheduler_list_appointments.htm&release=264.0.0&type=5 "Get service appointments for a specific date and returns the appointment IDs.") | Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions. |

## Security

 
| Action | Editions |
| --- | --- |
| [Anomaly Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_anomaly_details.htm&release=264.0.0&type=5 "Provides detailed analysis of security anomalies, including user activity patterns and security implications.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Classify Security Risk](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_classify_security_risk.htm&release=264.0.0&type=5 "Identify and prioritize security risks and threats within Salesforce Security data. Provide clear and actionable remediation plans to guide admins on effectively responding to security issues.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Get Policy Details](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_policy_details.htm&release=264.0.0&type=5 "Use the Get Policy Details action to retrieve information about a policy in your Policy Center setup, such as the objects included in the policy.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Policies by Object](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_policies_by_object.htm&release=264.0.0&type=5 "Use the Get Policies by Object action to retrieve a list of all policies in your Policy Center setup that contain a specific object.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Policies by Policy Type](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_policies_by_policy_type.htm&release=264.0.0&type=5 "Use the Get Policies by Policy Type action to retrieve a complete list of every policy of a specific policy type in your Policy Center setup.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Security Metric Data](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_security_metric_data.htm&release=264.0.0&type=5 "Translate your security posture into natural language with the Get Security Metric Data agent action. Ask questions, get answers, and spot threats before they strike – all through simple conversation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Get Security Metric Types](https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_security_metric_types.htm&release=264.0.0&type=5 "Retrieves all the Security Center metric type enums and their descriptions for mapping metric types to readable names.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Get Security Alerts](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_security_alerts.htm&release=264.0.0&type=5 "Cut through Salesforce notification overload by providing conversational, proactive security posture alerts with the Get Security Alerts agent action.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Identify Anomalies](https://help.salesforce.com/s/articleView?id=ai.agent_ref_identify_anomalies.htm&release=264.0.0&type=5 "Analyzes security alerts and metrics to identify anomalies and potential threats for each tenant and metric type.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Investigate User](https://help.salesforce.com/s/articleView?id=ai.agent_ref_investigate_user.htm&release=264.0.0&type=5 "Investigates a specific user's activity, reports, object access, and permission path to help analyze anomalies and answer investigative questions.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Retrieve Detected Findings](https://help.salesforce.com/s/articleView?id=ai.agent_ref_retrieve_detected_findings.htm&release=264.0.0&type=5 "Retrieves detected findings based on the start date and end date. Optionally, filters by userId or category. Returns all findings that match the time frame.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Retrieve Investigation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_retrieve_investigation.htm&release=264.0.0&type=5 "Returns a complete security investigation, including findings, timeline entries, and impacted instances.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Retrieve Investigations](https://help.salesforce.com/s/articleView?id=ai.agent_ref_retrieve_investigations.htm&release=264.0.0&type=5 "Returns a list of security investigations, with optional filters for stage, category, or date range. The information can include associated findings, timeline entries, and remediation plans.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Retrieve Remediation Plan](https://help.salesforce.com/s/articleView?id=ai.agent_ref_retrieve_remediation_plan.htm&release=264.0.0&type=5 "Returns a complete Security Agent remediation plan, including all associated items and execution details.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Save Investigation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_save_investigation.htm&release=264.0.0&type=5 "Creates a Security Agent investigation record, or updates an existing investigation with investigation details, category, timestamps, and risk assessment.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Save Investigation Finding](https://help.salesforce.com/s/articleView?id=ai.agent_ref_save_investigation_finding.htm&release=264.0.0&type=5 "Creates and associates security findings with a Security Agent investigation to track detected threats.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Save Investigation Impacted Instance](https://help.salesforce.com/s/articleView?id=ai.agent_ref_save_investigation_impacted_instance.htm&release=264.0.0&type=5 "Tracks instances impacted by a security threat by associating them with a Security Agent investigation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Save Investigation Timeline Entry](https://help.salesforce.com/s/articleView?id=ai.agent_ref_save_investigation_timeline_entry.htm&release=264.0.0&type=5 "Records and links timeline events to a Security Agent investigation to track the sequence of security events.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Save Remediation Plan](https://help.salesforce.com/s/articleView?id=ai.agent_ref_save_remediation_plan.htm&release=264.0.0&type=5 "Creates a Security Agent investigation remediation plan record or updates an existing one with remediation plan details, associated items, and active status.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Summarize User Activity](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_user_activity.htm&release=264.0.0&type=5 "Identify potential security threats and anomalies by analyzing user activity data. Use the generated risk analysis summary and proposed remediation steps to effectively respond to security issues.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |
| [Update Remediation Plan Item](https://help.salesforce.com/s/articleView?id=ai.agent_ref_update_remediation_plan_item.htm&release=264.0.0&type=5 "Updates an existing Security Agent investigation remediation plan item with new values for status, execution details, and other modifiable fields that use the remediation plan item ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions. |

## Service

 
| Action | Editions |
| --- | --- |
| [Add Case Comment](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_add_case_comment.htm&release=264.0.0&type=5 "This action lets a customer add a comment to a case.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Cancel Order](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_cancel_order.htm&release=264.0.0&type=5 "This action cancels a customer’s order.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Check Rep Availability for Routing](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_check_availability_for_routing.htm&release=264.0.0&type=5 "This action determines rep availability when a work item is escalated from an Agentforce Service agent to a rep.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Close Case](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_close_case_asa.htm&release=264.0.0&type=5 "This action lets customers retrieve case information and close cases.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create Case](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_case.htm&release=264.0.0&type=5 "This action lets a customer create a case.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create Case with Enhanced Data](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_case_with_enhanced_data.htm&release=264.0.0&type=5 "Creates a detailed support case with a structured summary, relevant conversation history, and a linked chat transcript when triggered from supported messaging channels. This context helps agents resolve issues efficiently and avoid repeated interactions.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create a Sales Contact Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_sales_contact_record.htm&release=264.0.0&type=5 "Searches for a contact record that matches the information provided by a prospect during a web inquiry. If one doesn’t exist, a new contact record is created using the information provided.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Create a Sales Lead Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_sales_lead_record.htm&release=264.0.0&type=5 "Searches for a lead record that matches the information provided by a prospect during a web inquiry. In one doesn’t exist, a new lead record is created using the provided information.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Create a Sales Person Account Record](https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_sales_person_account_record.htm&release=264.0.0&type=5 "Searches for a person account record that matches the information provided by a prospect during a web inquiry. If one doesn’t exist, a new person account record is created using the information provided.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| [Draft Case Response](https://help.salesforce.com/s/articleView?id=ai.copilot_action_draft_case_response.htm&release=264.0.0&type=5 "Identifies a solution for the user’s query based on cases that were closed with a similar issue.") | Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on. |
| [Enhance Product Description](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_enhance_product_description.htm&release=264.0.0&type=5 "Analyzes product descriptions against customer reviews to identify discrepancies, align features, and suggest improved descriptions.") | Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on. |
| [Finalize New Delivery Time](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_finalize_new_delivery_time.htm&release=264.0.0&type=5 "This action updates the scheduled delivery time to the time slot selected by the customer.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons. |
| [Finalize Reservation](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_finalize_reservation.htm&release=264.0.0&type=5 "This action books and finalizes a reservation for the time designated by the customer.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Find Similar Cases](https://help.salesforce.com/s/articleView?id=ai.copilot_action_find_similar_cases.htm&release=264.0.0&type=5 "Fetches a list of closed cases that are similar or related to the user’s query.") | Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on. |
| [Get All Cases for Contact](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_all_cases_for_contact.htm&release=264.0.0&type=5 "Returns a list of cases related to a given contact record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Case By Case Number](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_cases_by_case_number.htm&release=264.0.0&type=5 "Returns a case associated with a given contact record and case number.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Case By Verified Case Number](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_cases_verified_case_number.htm&release=264.0.0&type=5 "Returns a case associated with a given verified contact ID and case number.") | Available in: Enterprise, Performance, UnlimitedEinstein 1 Edition, Agentforce 1 Edition, and Developer Editions. |
| [Get Cases for Verified Contact](https://help.salesforce.com/s/articleView?id=ai.copilot_action_get_cases_verified_contact.htm&release=264.0.0&type=5 "Returns a list of cases related to a given verified contact ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. |
| [Get Delivery Time Slots](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_delivery_time_slots.htm&release=264.0.0&type=5 "This action returns a list of available time slots to schedule a delivery.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Order by Order Number](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_order_by_order_number.htm&release=264.0.0&type=5 "The Get Order by Order Number action returns the order information associated with a given contact ID and order number.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Orders By Contact](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_orders_by_contact.htm&release=264.0.0&type=5 "This action returns a list of orders associated with a given contact record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get Reservation Time Slots](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_reservation_time_slots.htm&release=264.0.0&type=5 "This action returns a list of available time slots for the date specified by the customer.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Identify Customer By Email](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_customer_email.htm&release=264.0.0&type=5 "This action identifies a customer by their email address and returns their contact record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Raise Flag for Supervisor](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_raise_flag_for_supervisor.htm&release=264.0.0&type=5 "Raises a flag in Omni Supervisor when an AI agent conversation requires a supervisor’s attention.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Reset Password](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_reset_password.htm&release=264.0.0&type=5 "This action sends a password reset link to the email address associated with the given contact record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Reset Secure Password](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_reset_secure_password.htm&release=264.0.0&type=5 "This action sends a password reset link to the email address associated with the given verified contact ID.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Summarize Product Reviews](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_product_reviews.htm&release=264.0.0&type=5 "Summarizes customer reviews and feedback to identify the top products from the specified products and show positive, negative, mixed, or neutral sentiment.") | Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on. |
| [Summarize Service Engagement](https://help.salesforce.com/s/articleView?id=ai.copilot_action_summarize_engagement.htm&release=264.0.0&type=5 "Summarizes engagements for a customer, theme, or channel.") | Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on. |
| [Update Customer Contact](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_update_customer_contact.htm&release=264.0.0&type=5 "This action updates fields on a customer’s contact record, such as the email address, phone number, or postal address.") | Available in: Enterprise, Performance, UnlimitedEinstein 1 Edition, Agentforce 1 Edition, and Developer Editions. |
| [Update Omni-Channel User Configuration](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_update_user_config.htm&release=264.0.0&type=5 "Supervisors can change reps' presence statuses, queue assignments, skill assignments, and skill levels for Omni-Channel users. For example, to decrease wait time, increase customer satisfaction, and increase operational efficiency, the supervisor can temporarily assign idle agents to the busiest queues. Using the conversational interface, they explicitly identify skill levels by number and presence statuses, agents, skills, and queues by name. A supervisor can modify only the Omni-Channel users, queues, and skills that are visible based on their supervisor configuration.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Update Verified Contact](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_update_verified_contact.htm&release=264.0.0&type=5 "This action updates fields on a verified customer’s contact ID, such as the email address, phone number, or postal address.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Setup

 
| Action | Editions |
| --- | --- |
| [Create External Client App](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_create_external_client_app.htm&release=264.0.0&type=5 "To create and configure an external client app, use this action.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get and Explain Object Permissions of User (Beta)](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_get_object_permissions.htm&release=264.0.0&type=5 "Get the specified user’s object permissions for a given object. This action returns a list of the user’s assigned object permissions, which can include Create, Read, Edit, Delete, View All, and Modify All. It also can get the profile, permission sets, or permission set groups that grant the user this access.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Get and Explain User Permissions of User (Beta)](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_get_user_permissions.htm&release=264.0.0&type=5 "Get whether a specified user is assigned the required user permissions for a given task or feature. This action can also return the profile, permission sets, or permission set groups that grant the user this permission, if applicable.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Identify Field By Name](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_identify_field_by_name.htm&release=264.0.0&type=5 "This action interprets the user’s input to determine if the field exists within an object.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Identify Object By Name (Object Management)](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_identify_object_by_name.htm&release=264.0.0&type=5 "Admins can use this action under Object Management to interpret user input and determine which object the user is referring to. It returns a list of all matching objects available under Object Manager.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Identify User Permissions by Name (Beta)](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_identify_user_permissions.htm&release=264.0.0&type=5 "Get the list of the most relevant user permissions required for a specified task or feature that are available in your Salesforce org.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Migrate Connected App](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_migrate_connected_app.htm&release=264.0.0&type=5 "Identifies the configurations of a connected app and creates an identical external client app to replace it. After connected app migration, the connected app remains in the App Manager list but is read only.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Summarize OAuth in Connected App](https://help.salesforce.com/s/articleView?id=ai.setup_agent_action_summarize_oauth_in_connected_app.htm&release=264.0.0&type=5 "Generates a summary of the OAuth configurations for a connected app. The summary output includes general information about the connected app as well as configurations and descriptions of all enabled OAuth Settings and Policies fields. This action is related to the Migrate Connected App feature.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Slack

 
| Action | Editions |
| --- | --- |
| [Add Users to a Slack Channel](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_add_users_slack_channel.htm&release=264.0.0&type=5 "Adds members to a channel you specify.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Archive a Slack Channel](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_archive_slack_channel.htm&release=264.0.0&type=5 "Archives a channel in Slack when it’s no longer needed. Agents must be a member of a channel to archive it.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create a Salesforce Channel in Slack](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_create_sf_channel.htm&release=264.0.0&type=5 "Creates a Salesforce Channel in Slack.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create a Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_create_canvas.htm&release=264.0.0&type=5 "Creates and formats a new Slack canvas with the provided information.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create a Slack Channel](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_create_slack_channel.htm&release=264.0.0&type=5 "Creates a public or private Slack channel.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Create an Account Executive Brief](https://help.salesforce.com/s/articleView?id=ai.agent_ref_slack_create_account_executive_brief.htm&release=264.0.0&type=5 "Generates an executive brief using details in a given account record.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [List Slack Workspaces](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_list_slack_workspaces.htm&release=264.0.0&type=5 "Lists all workspaces in a Slack Enterprise organization.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Look Up a Salesforce Channel in Slack](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_look_up_salesforce_channel_slack.htm&release=264.0.0&type=5 "Identifies a Salesforce Channel in Slack for additional actions.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Look Up a Slack User](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_look_up_user.htm&release=264.0.0&type=5 "Uses Salesforce user IDs to identify Slack users for additional actions.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Search Slack](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_search.htm&release=264.0.0&type=5 "Searches public Slack messages for the requested information.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Send a Slack Direct Message](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_send_direct_message.htm&release=264.0.0&type=5 "Sends a Slack direct message (DM). The message is visible in a DM between the user and the recipient.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Send a Slack Message to a Channel](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_send_slack_message_channel.htm&release=264.0.0&type=5 "Sends a message to a Slack channel you specify. Messages in public channels are visible to anyone in Slack. Messages in private channels are only visible to members of the channel.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Share a Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_share_slack_canvas.htm&release=264.0.0&type=5 "Sends a Slack Canvas to a Slack Channel or Direct Message.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Summarize a Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_slack_summarize_channel.htm&release=264.0.0&type=5 "Provides a summary of channel messages for a specified channel and time frame. Channel summaries default to seven days and can be up to 30 days.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Start a Conversation with an Agent in Slack](https://help.salesforce.com/s/articleView?id=ai.agent_ref_slack_start_conversation_with_an_agent.htm&release=264.0.0&type=5 "Starts a conversation with an Agentforce agent in a Slack direct message. After the conversation is initiated, the recipient can interact with the agent.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |
| [Update a Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_update_canvas.htm&release=264.0.0&type=5 "Updates a Slack canvas created earlier in the conversation.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions. |

## Swarming

 
| Action | Editions |
| --- | --- |
| [Begin Swarm](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_begin_swarm.htm&release=264.0.0&type=5 "Initiates a swarm in response to a swarm request. Used to get subject matter experts collaborating to respond and resolve customer issues.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Check Swarming Preconditions](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_check_swarming_preconditions.htm&release=264.0.0&type=5 "Checks that the preconditions are met before creating a swarm.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Complete Swarm](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_complete_swarm.htm&release=264.0.0&type=5 "Completes a swarm and performs all closure actions, including Slack notifications and channel archiving.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Complete Swarm Creation](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_complete_swarm_creation.htm&release=264.0.0&type=5 "Handles the final actions required to create Swarm and Swarm member records.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Complete Swarm Records](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_complete_swarm_record.htm&release=264.0.0&type=5 "Sets the status of Swarm and Swarm Member records to Closed and sets completion timestamps.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Create Swarm Salesforce Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_create_swarm_salesforce_channel.htm&release=264.0.0&type=5 "Creates a Salesforce channel for the swarm conversation.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Create Swarm Slack Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_create_swarm_slack_channel.htm&release=264.0.0&type=5 "Creates a Slack channel for the Swarm conversation.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Create Swarming Slack Thread](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_create_swarming_slack_thread.htm&release=264.0.0&type=5 "Creates a new Slack thread inside an existing Slack Channel for the swarm conversation.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Get Swarm Type and Slack Access Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_get_swarm_type_slack_access_details.htm&release=264.0.0&type=5 "Gets the details of the Slack workspace, whether the swarm is in a dedicated or new channel, and returns the appropriate Swarm Channel type. Then, using the Slack workspace ID, confirms the running user's access to create a Salesforce channel.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Reopen Swarm Procedure](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_reopen_swarm_procedure.htm&release=264.0.0&type=5 "Reopens a swarm, updating member statuses and handling Omni Skills routing as needed. This action supports multiple reopen strategies and ensures there are no duplicate member assignments.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Send Slack Udpates](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_send_slack_updates.htm&release=264.0.0&type=5 "Sends updates to Slack channels and members as part of the swarming process. Handles member invitations, message updates, and error reporting for Slack integration.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |
| [Unarchive Channel](https://help.salesforce.com/s/articleView?id=ai.agent_ref_swarming_unarchive_channel.htm&release=264.0.0&type=5 "Unarchives the Slack channel associated with a Swarm, ensures that the channel is eligible, updates related records and members, checks Slack integration, retrieves channel and swarm details, and handles errors.") | Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Service add-on. |

## Timesheets

 
| Action | Editions |
| --- | --- |
| [Create Timesheets and Timesheet Entries](https://help.salesforce.com/s/articleView?id=ai.agent_ref_tmsht_create_tmsht_and_tmsht_entr.htm&release=264.0.0&type=5 "Creates timesheets and timesheet entries for the current user. This action cannot be performed on behalf of another user.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Timesheets and Labor Cost Optimization add-on license or included in Agentforce 1 Timesheets and Labor Cost Optimization Edition. Requires each user to have the Agentforce for Timesheets add-on to access the action. |
| [Verify Or Submit Timesheet](https://help.salesforce.com/s/articleView?id=ai.agent_ref_tmsht_verify_or_submit_timesheet.htm&release=264.0.0&type=5 "Initiates the process of verification or submission of a timesheet. The response indicates whether the timesheet has been sent for verification or submission.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Timesheets and Labor Cost Optimization add-on license or included in Agentforce 1 Timesheets and Labor Cost Optimization Edition. Requires each user to have the Agentforce for Timesheets add-on to access the action. |
| [Get Timesheet Details](https://help.salesforce.com/s/articleView?id=ai.agent_ref_tmsht_get_timesheet_details.htm&release=264.0.0&type=5 "Gets the details including the timesheet, timesheet entries, and timesheet validation errors for a date provided by the user.") | Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Timesheets and Labor Cost Optimization add-on license or included in Agentforce 1 Timesheets and Labor Cost Optimization Edition. Requires each user to have the Agentforce for Timesheets add-on to access the action. |

## Unified Catalog

 
| Action | Editions |
| --- | --- |
| [Check Product Eligibility](https://help.salesforce.com/s/articleView?id=ai.agent_ref_check_product_eligibility.htm&release=264.0.0&type=5 "Checks whether a product is eligible for a contact, an account, or a user based on predefined criteria. The action can verify product eligibility when accounts, contacts, or users self-serve, or when service reps or request fulfillers assist requestors.") | Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog and the Agentforce Employee Agent add-on license. |
| [Launch Service Process](https://help.salesforce.com/s/articleView?id=ai.agent_ref_launch_service_process.htm&release=264.0.0&type=5 "Launches a single, URL-based, guided digital intake form for a service process. By capturing all critical information from the user upfront, this form helps agents to immediately create a case or incident without delays, errors, or follow-up.") | Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog and the Agentforce Employee Agent add-on license. |

## Volunteer Management

 
| Action | Editions |
| --- | --- |
| [Find Unfilled Shifts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_volunteer_mgmt_find_unfilled_shifts.htm&release=264.0.0&type=5 "Identifies volunteer initiatives and job positions that have unfilled shifts. Return unfilled shifts within a date range and a capacity threshold.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| [Match Volunteers to Shifts](https://help.salesforce.com/s/articleView?id=ai.agent_ref_volunteer_mgmt_match_volunteers_to_shifts.htm&release=264.0.0&type=5 "Find suitable volunteers to fill open shifts based on the time, location, and qualification requirements. Return volunteers that meet the shift requirements and generate a list from the results to use as a contact list to request that the volunteers sign up for the open shift.") | Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |

#### See Also

- [Agents and Data Usage](https://help.salesforce.com/s/articleView?id=ai.agent_data_usage.htm&release=264.0.0&type=5 "As an Einstein customer, it’s important for you to know what data is being used by agents.")