Provides an agent with personalized context from Data Cloud to help it select the most appropriate next action in customer interactions.
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 | PersonalizeContext |
| Reference Action Type | Standard Action |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Configure Personalization: Get Context Action |
Guidelines and Considerations
- The current action is restricted to analyzing only the profile data graph of the individual to retrieve any contextual information.