Marketing | View B2B Prospect

Retrieve 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

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name Account_Engagement_View_B2B_Prospect
Reference Action Type Standard Action
Reference Action viewB2BProspect
Does this action execute one or more prompt templates? No
Required Setup Use Account Engagement Actions in Agentforce