Use Account Engagement Actions in Agentforce

Create a dedicated Account Engagement Lead Management Agent with Agentforce actions. View and update prospect records and add them to nurture campaigns from anywhere in Salesforce.

Required Editions

Available in: all Account Engagement editions with Salesforce Enterprise, Performance, and Unlimited editions

User Permissions Needed
To deploy Agentforce actions for Account Engagement:	APEX Class Access to: getB2BEngagementStudioProgram getB2BMarketingListMemberships getB2BMarketingLists signUpProspectB2BMarketingLists upsertB2BProspect viewB2BProspect

User Permissions Needed

To deploy Agentforce actions for Account Engagement:

APEX Class Access to:

getB2BEngagementStudioProgram
getB2BMarketingListMemberships
getB2BMarketingLists
signUpProspectB2BMarketingLists
upsertB2BProspect
viewB2BProspect

Before you begin:

Install the latest version of the Account Engagement (Pardot) AppExchange package.
Enable Agentforce.
Create an External Client App and a Named Credential.

Allow for up to an hour for an action to deploy. An Agentforce action can’t be deleted after you deploy it. Each time an agent uses an action, standard credits are consumed.

Deploy actions to Agentforce from Account Engagement.
1. Open Account Engagement Settings.
2. Under Agentforce Actions for Account Engagement, click Deploy Actions.
3. Confirm your choice, and then click Close.
In Salesforce, add the Account Engagement actions to an Agentforce Topic.