---
schema_version: "1"
id: 9a78c694ebaa25dec6feb9ddfcdcce6252bc1133a15d89e2afccbeb2e44172b6
title: Agentforce Platform | Get Record Details
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_get_record_details.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3b2a3851e248b9ac681bbb61c421ebe2a0ceca226184dc5945ab54d7e00aee58
description: Retrieves the details of a record, including object fields and values, records from related lists, and associated tasks and events.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Agentforce Platform | Get Record Details

Retrieves the details of a record, including object fields and values, records from related lists, and associated tasks and events.

### 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 Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d52420e77">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52420e80">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d52420e77 d52420e80 ">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;">GetRecordDetails</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;">Standard Action</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

- This agent action retrieves record details scoped to what's visible on the record's page layout and what the running user has permission to see.
- Returns data from up to 6 related lists on the page layout, and up to 5 records from each related list.
- Includes the next 5 upcoming tasks and events associated with the record.
- Includes the 5 most recent emails associated with the record.
- If the running user doesn't have access to a field, related list, or record, that data is excluded from the results.
- If a record has more related items than these limits allow (for example, more than 5 open cases), the agent action may reference only a subset, not the complete list.
- Because results depend on the record's page layout, the same object can return different related lists for different users or profiles if page layouts vary.
- See [Record Snapshot](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_ground_record_snapshots.htm&type=5&language=en_US) for more on how this data is assembled.