---
schema_version: "1"
id: b7dbc89984e39c1829f48e588a30f69a1aa9b0d8291e3bfcc0342d37e19be947
title: Sales | Research Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_research_account.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_research_account.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 42b94ff538e9b05f76a1dc946c8ba4c90e619ca6c3184716aa22186b5a34c7cb
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Research Account

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

<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 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.</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="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d156564e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d156564e70 ">To view account records:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d156564e70 ">Read on Account</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d156564e70 ">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;">ResearchAccount</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard</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;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr></tbody></table>

## 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.