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            Service | Create a Sales Person Account Record

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            Service | Create a Sales Person Account Record

            Searches for a person account record that matches the information provided by a prospect during a web inquiry. If one doesn’t exist, a new person account record is created using the information provided.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateSalesPersonAccountRecord
            Reference Action Type Flow
            Reference Action CreateSalesLeadRecord
            Does this action execute one or more prompt templates? No

            Guidelines and Considerations

            • This action isn’t included in any subagent. To use it, add it to the Sales Record Creation subagent and remove the existing Create a Sales Lead Record action.
            • A contact record is only created if the agent is able to successfully collect all of the specified fields. If a required field is missing, lead creation will fail.
            • Avoid asking for more than five fields of information.
            • To add or remove specific record fields when creating a contact, update the instructions in the Create a Sales Record subagent and the Create a Sales Contact Record flow to include only your desired fields.
             
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