---
schema_version: "1"
id: 461444690d23c29429b739ec6349878909a806f97bf629413bafa3f322780720
title: Agentforce Platform | Verify Customer
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_verify_customer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_verify_customer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e3695d2b944e6b664bce7b117e50bdc6cc4c0e6e1ee5e18175c0644092f472be
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Agentforce Platform | Verify Customer

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

<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 Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</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="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d196804e77">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d196804e80">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d196804e77 d196804e80 ">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;">VerifyCustomer</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;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Verify Customer</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;">No</td></tr></tbody></table>

## 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](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_send_email_verification_code.htm&release=264.0.0&type=5 "Send a verification code to the customer’s email to verify their identity. The action requires the customer’s username or email as input. If the provided email is valid, a verification code is sent to the customer.") 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](https://help.salesforce.com/s/articleView?id=service.service_agentforce_customer_verification.htm&type=5&language=en_US).