---
schema_version: "1"
id: 71f9936cd1908295a1a4d6609f6abc75c7c4cc264feb53c22289ec7af5666aac
title: B2B Commerce | Get At Risk Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_b2bcomm_getatriskaccounts.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_b2bcomm_getatriskaccounts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eeaecac73c60c52f2a31020f76737c4359dccd1727373793ad93ec14f45e2f39
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d157097e77">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d157097e80">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d157097e77 d157097e80 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">GetAtRiskAccounts</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=commerce.comm_agent_merchant.htm&amp;language=en_US" target="_blank">Agentforce Skills for Merchandising for Commerce</a></td></tr></tbody></table>

#### See Also

- [Merchant Agent for Commerce](https://help.salesforce.com/s/articleView?id=commerce.comm_agent_merchant.htm&language=en_US)
- [Agentforce for Commerce](https://help.salesforce.com/s/articleView?id=commerce.comm_agent.htm&language=en_US)