Security | Get Policy Details

Use the Get Policy Details action to retrieve information about a policy in your Policy Center setup, such as the objects included in the policy.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
User Permissions Needed
To view Policy Center policies View All Policy Center Policies
To create and edit Policy Center policies: Modify All Policy Center Policies
See Common User Access for Standard Agent Actions.

Action Details

API Name GetPolicyDetails
Reference Action Type Standard Action
Does this action execute one or more prompt templates? Yes

Considerations

The output from the Get Policy Details Agent Action can be used as an input for a custom Flex Template Type to create Policy Insights with Einstein. Policy Insights are approachable, detailed summaries about the policy information generated by Agent Actions. For more information, see Get Policy Insights with Einstein.