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Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Sales | Find Past Collaborators

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Sales | Find Past Collaborators

Leverages insights from Einstein Activity Capture to identify individuals with past collaborative ties, aiding in securing introductions to relevant parties in ongoing or future deals.

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
To use Find Past Collaborators:	Find Past Collaborators AND Automatic Activity Capture
See Common User Access for Standard Agent Actions.

User Permissions Needed

To use Find Past Collaborators:

Find Past Collaborators

AND

Automatic Activity Capture

See Common User Access for Standard Agent Actions.

Action Details

API Name	FindPastCollaborators
Reference Action Type	Standard Action
Reference Action	Find Past Collaborators (findPastCollaborators)
Does this action execute one or more prompt templates?	No

Considerations

Premium Einstein Activity Capture (EAC) is a required feature for the Find Past Collaborators action to work. The insights from EAC drive the identification of past collaborators.

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