---
schema_version: "1"
id: 0e9e0a38825a98901f6ee0c2a2b1042250cb32d6a9447aa614ebb1c676a15fb8
title: Marketing | Upsert B2B Prospect
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_mcae_upsert_b2b_prospect.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_mcae_upsert_b2b_prospect.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dde631e1f31cb75a2a4e4963d596e008f1c2ffa4ede1dbbe1d029daecf89da09
description: Create or update a prospect record, including its profile, score, and owner. To use this action with an agent, include an Email, Prospect ID, Lead ID, or Contact ID.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Marketing | Upsert B2B Prospect

Create or update a prospect record, including its profile, score, and owner. To use this action with an agent, include an Email, Prospect ID, Lead ID, or Contact ID.

### 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 Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</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="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d204761e77">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d204761e80">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d204761e77 d204761e80 ">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;">Account_Engagement_Upsert_B2B_Prospect</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;">createB2BProspect</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><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mcae_agentforce_setup.htm&amp;language=en_US" target="_blank">Use Account Engagement Actions in Agentforce</a></td></tr></tbody></table>

#### See Also

- [_Salesforce Help_: Using Agentforce with Account Engagement](https://help.salesforce.com/s/articleView?id=mktg.mcae_agentforce_parent.htm&language=en_US)