---
schema_version: "1"
id: 7011169975bad45ad448e00675ef996a1f325d51e9896c0ecc5d5712af1ab6c2
title: Sales | Identify Contact Role
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_identify_contact_role.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_contact_role.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 62eaf7a1b36cc25efea44745d01b96ac7fa763af844e0982fe9d377c32b7d9f0
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# 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

<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 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.</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="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d89272e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89272e70 ">To use Identify Contact Role:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89272e70 ">Review Buying Committee</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d89272e70 ">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;">IdentifyContactRole</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;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>ReviewBuyingCommittee</p>
              <p style="margin-bottom:0;">(reviewBuyingCommittee)</p>
            </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

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