Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Communications | Get Recipient Grouping Criteria

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Communications | Get Recipient Grouping Criteria

            Gets the list of grouping criteria for the recipients of a quote.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
            User Permissions Needed
            To enable agents:

            Manage AI Agents AND the admin user permission for the agent type you want to create

            OR

            Customize Application
            To build and manage agents:

            Manage Agentforce Service Agents AND Manage AI Agents

            OR

            Customize Application
            To use agent actions: Einstein for Communications

            Action Details

            API Name GetRecipientGroupingCriteria
            Reference Action Type Prompt Template
            Reference Action

            Get Recipient Grouping Criteria

            (GetRecipientGroupingCriteria)
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Quote Recipients Grouping

            Get Recipient Grouping Criteria and Prompt Templates

            This agent action calls the Get Recipient Grouping Criteria prompt template for extracting the list of grouping criteria for the quote recipients using the quote ID and grouping criteria field list.

             
            Loading
            Salesforce Help | Article