B2B Commerce | Get At Risk Accounts

Identifies at-risk accounts by order recency and year-over-year revenue decline for a specific store. Use this action to prioritize customer retention efforts by surfacing accounts that show warning signs of disengagement through decreased ordering activity and declining revenue, enabling you to intervene early with personalized outreach, targeted promotions, or account check-ins to re-engage customers, protect revenue, and prevent full account churn before it's too late. This action requires Salesforce Data Cloud.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name GetAtRiskAccounts
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No
Required Setup Agentforce Skills for Merchandising for Commerce