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            Sales | Get Fields to Create Sales Record

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            Sales | Get Fields to Create Sales Record

            Collect the fields that need user-inputted values in order to create a sales record. Also outputs if the agent should create a lead, contact, or person account record.

            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 GetFieldsToCreateSalesRecord
            Reference Action Type Invocable Action
            Reference Action Get Lead Generation Record Fields
            Does this action execute one or more prompt templates? No
            Required Setup Set up Inbound Lead Generation
             
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