Sales | Identify Key Contacts

Identifies key contacts associated with an account or opportunity. A key contact is someone who can influence, obstruct, impede, or decide a deal, or is involved in the outcome of the deal.

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 Key Contacts:	Review Buying Committee
See Common User Access for Standard Agent Actions.

Action Details

API Name	IdentifyKeyContacts
Reference Action Type	Standard Action
Outputs	contacts
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.