Searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. An explanation of the similarities is returned with each opportunity record.
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.
|
Action Details
| API Name |
FindSimilarOpportunities |
| Reference Action Type |
Standard Action |
| Does this action execute one or more prompt templates? |
No |
Considerations
- Matched opportunities have a status of Closed Won, a close date within 12 months of today,
and aren’t deleted. If your Salesforce org has record types enabled, only opportunities with
the same record type as the requested opportunity are shown.
- Matched opportunities are sorted first by relevance and then by close date.
- Only opportunities that the user has Read access for are shown in the matched opportunities
list.
- Opportunities that were opened and closed within 24 hours, or that were created with a
status of Closed Won, aren’t shown in the matched opportunities list.
- Users can’t customize the criteria for relevance. Relevance is based on similar:
- Field values (Record Type, Type, Owner, and Lead Source).
- Related records (Competitors, Products, Accounts, Contacts, and Partners).
