Leverages insights from Einstein Activity Capture to identify individuals with past collaborative ties, aiding in securing introductions to relevant parties in ongoing or future deals.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To use Find Past Collaborators: |
Find Past Collaborators AND Automatic Activity Capture |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | FindPastCollaborators |
| Reference Action Type | Standard Action |
| Reference Action |
Find Past Collaborators (findPastCollaborators) |
| Does this action execute one or more prompt templates? | No |
Considerations
Premium Einstein Activity Capture (EAC) is a required feature for the Find Past Collaborators action to work. The insights from EAC drive the identification of past collaborators.