Financial Services | Get Interactions By Date Range

Gets the ten most recent interaction records that are associated with the client account. Filters these interaction records to return only those that occur within a given date range.

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.

User Permissions Needed
To get interactions by date range:	Access Banking Relationship Assistance AND Einstein for Financial Services
See Common User Access for Standard Agent Actions.

User Permissions Needed

To get interactions by date range:

Access Banking Relationship Assistance

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.

Action Details

API Name	Get‌IntrctnByDateRange
Reference Action Type	Flow
Reference Action	Get Interactions By Date Range
Does this action execute one or more prompt templates?	No