Sales | Label a Record

Assigns personalized labels to records. Users can tag records based on meaningful attributes, retrieve those records as a group, and act on them.

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 Label a Record:	Label a Record
See Common User Access for Standard Agent Actions.

Action Details

API Name	LabelARecord
Reference Action Type	Standard Action
Reference Action	Label a Record (applyUserDefinedLabel)
Does this action execute one or more prompt templates?	No

Considerations

Users can assign up to 20 labels to each record.
Each label can be assigned to a maximum of 500 records.