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            Sales | Create a Sales Record

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            Sales | Create a Sales Record

            Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
            User Permissions Needed  
            Set Up Inbound Lead Generation  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name Create Sales Record
            Reference Action Type Flow
            Reference Action
            • Create an Inbound Lead Record
            • Create an Inbound Contact Record
            • Create an Inbound Person Account Record
            Does this action execute one or more prompt templates? No
            Required Setup Set up Inbound Lead Generation

            Guidelines and Considerations

            • Records are only created if the agent is able to successfully collect all of the required fields. If a required field is missing, record creation will fail.
            • Avoid asking for more than five fields of information.
             
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