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.
Required Editions
| Available in: Lightning Experience |
| 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.
|
Action Details
| API Name |
CreateInteraction |
| Reference Action Type |
Flow |
| Reference Action |
Create Interaction |
| Does this action execute one or more prompt templates? |
No |
Considerations
- The action creates records automatically to keep the conversation smooth. If you need user
confirmation for record creation, clone the action and add the necessary confirmation
steps.
