Conducts external research and generates a summary of findings about the company on a
business account. The output depends on the user’s research question and can include information
about the company’s structure, business model, revenue, and competitors.
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.
|
Action Details
| API Name |
ResearchAccount |
| Action Type |
Standard |
| Reference Action Type |
Standard Action |
| Does this action execute one or more prompt templates? |
Yes |
Research Account and Prompt Templates
This agent action calls the Record Research prompt template. Users can modify the prompt
template. For example, change the data model; research different objects; or store research
in standard or custom fields, among other customizations. Record research prompt templates
use the Einstein Search Web Retriever to perform research.
Considerations
- You can use Research Account only on business accounts.
- Research Account requires you to disable data masking for the Company Name field.
- The large language model (LLM) that generates the output doesn’t always use the most recent
information about the company you’re researching. Always verify the results provided before
using them.
