Sales | Identify Contact Role

Identifies the role, significance, or impact of a contact in influencing the opportunity or account status. This action also assesses how that contact affects the outcome of a deal, initiative, or account.

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 Identify Contact Role:	Review Buying Committee
See Common User Access for Standard Agent Actions.

Action Details

API Name	IdentifyContactRole
Reference Action Type	Standard Action
Reference Action	ReviewBuyingCommittee (reviewBuyingCommittee)
Does this action execute one or more prompt templates?	No

Considerations

To use this action on an account, make sure you turn on Auto Contact Enrichment or Relationship Map.