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            Unified Catalog | Check Product Eligibility

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            Unified Catalog | Check Product Eligibility

            Checks whether a product is eligible for a contact, an account, or a user based on predefined criteria. The action can verify product eligibility when accounts, contacts, or users self-serve, or when service reps or request fulfillers assist requestors.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog and the Agentforce Employee Agent add-on license.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CheckProductEligibility
            Action Type Flow
            Reference Action Type Check Product Eligibility (sc_enterprise_catalog__ChkProdtElig)
            Does this action execute one or more prompt templates? No

            Guidelines and Considerations

            • The action isn’t included in a subagent.
            • The action requires the contact, account, or user ID of the logged-in internal employee or external customer to verify product eligibility when they self-serve on Experience Cloud site pages. The ID of the employee or customer can be provided to the action by using their session ID on the Experience Cloud site to retrieve their corresponding ID in Salesforce.
            • The action requires the current record context to identify the internal employee or external customer on behalf on whom service reps or request fulfillers are verifying product eligibility. The current record can belong to either an account, a contact, or a user. If an account is provided, the action automatically finds the first contact associated with the account and verifies the contact's eligibility for the product.
            • The action verifies eligibility for only products associated with service processes.
             
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