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            Sales | Verify Sales Customer

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            Sales | Verify Sales Customer

            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 Foundations or Agentforce 1 Editions
            User Permissions Needed
            Set Up Inbound Lead Generation
            Inbox Scheduling Proxy Users
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name VerifySalesCustomer
            Reference Action Type Flow
            Reference Action Verify Sales Customer
            Does this action execute one or more prompt templates? No
            Required Setup Set up Inbound Lead Generation

            Guidelines and Considerations

            • Customer verification is optional during inbound lead generation.
             
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