This action identifies a customer by their email address and returns their contact
record.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Foundations, or Agentforce 1 or Einstein
1 Editions
|
Action Details
To use this action, customize it according to your
business’s security standards. We recommend configuring your agent to confirm the
requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce
Actions.
| API Name |
IdentifyCustomerByEmail |
| Reference Action Type |
Flow |
| Reference Action |
Identify Customer By Email |
| Does this action execute one or more prompt templates? |
No |
Considerations
- This action is a template containing example information. Customize it to your use
case.
