B2B Commerce | Get Customer Profile

Retrieves a 360-degree customer profile including revenue, ordering behavior, and top product categories for a specific account and store. Use this action to gain comprehensive insights into customer purchasing patterns and preferences, enabling you to personalize outreach, identify cross-sell opportunities, and make data-driven decisions about accuont management strategies. 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 GetCustomerProfile
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No
Required Setup Agentforce Skills for Merchandising for Commerce