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            Service | Find Similar Cases

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

            Service | Find Similar Cases

            Fetches a list of closed cases that are similar or related to the user’s query.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name FindSimilarCases
            Reference Action Type Standard Action
            Reference Action

            Find Similar Cases

            (findSimilarCases)
            Does this action execute one or more prompt templates? No

            Guidelines and Considerations

            The Find Similar Cases action requires the activation of Customer Experience Intelligence.

             
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