Verifies the customer’s identity based on the one-time passcode (OTP) generated and
emailed by the Send Email with Verification Code action. When a user initiates verification, the
system indicates that a verification code will be sent if the provided email or username is
valid, and prompts the user to enter the code. If the user verification is successful, it
outputs the verified user or contact ID, which can be used in filters and as input to other
actions. If the verification is unsuccessful, it prompts the user to retry.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Foundations, or Agentforce 1 or Einstein
1 Editions
|
Action Details
| API Name |
VerifyCustomer |
| Reference Action Type |
Flow |
| Reference Action |
Verify Customer |
| Does this action execute one or more prompt templates? |
No |
Considerations and Guidelines
- Verification flows run in system context with elevated permissions and use contact
records to verify user identity.
- During the verification process, the user must enter the correct OTP to continue. After
3 unsuccessful attempts, the process restarts, requiring the user to reenter their
username or email address to receive a new verification code. This security measure
prevents bypassing the verification process after multiple unsuccessful attempts.
- To use this action with the Send Email with Verification
Code action, map the outputs of the Send Email with Verification Code action to
variables. Then assign the variables to the corresponding Send Email with Verification
Code action inputs. Learn more in Control Access to Subagents and Actions with the Customer
Verification Subagent.
