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            Sales | Find Similar Opportunities

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            Sales | Find Similar Opportunities

            Searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. An explanation of the similarities is returned with each opportunity 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  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name FindSimilarOpportunities
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? No

            Considerations

            • Matched opportunities have a status of Closed Won, a close date within 12 months of today, and aren’t deleted. If your Salesforce org has record types enabled, only opportunities with the same record type as the requested opportunity are shown.
            • Matched opportunities are sorted first by relevance and then by close date.
            • Only opportunities that the user has Read access for are shown in the matched opportunities list.
            • Opportunities that were opened and closed within 24 hours, or that were created with a status of Closed Won, aren’t shown in the matched opportunities list.
            • Users can’t customize the criteria for relevance. Relevance is based on similar:
              • Field values (Record Type, Type, Owner, and Lead Source).
              • Related records (Competitors, Products, Accounts, Contacts, and Partners).

            See Also

             
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