---
schema_version: "1"
id: 89f0c9ee3e53aa89fde71671629800e7a5d43db239e1d82ffca5dd6388f91e28
title: Financial Services | Create Opportunity Based on Meeting Notes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_create_meeting_opportunity.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_meeting_opportunity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 56d20264e3fa8b410babf6ff3b7a8c3e2d8d56a44dee3bc38940d4c897540c2a
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | Create Opportunity Based on Meeting Notes

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.

### 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 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d76949e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76949e70 ">To create an opportunity based on meeting notes:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76949e70 ">
            <p>Access Banking Relationship Assistance</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial
              Services</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d76949e70 ">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;">CreateOpportunity</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;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Create Opportunity</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></tbody></table>

## 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.