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            Financial Services | Get Interactions By Date Range

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            Financial Services | Get Interactions By Date Range

            Gets the ten most recent interaction records that are associated with the client account. Filters these interaction records to return only those that occur within a given date range.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To get interactions by date range:

            Access Banking Relationship Assistance

            AND

            Einstein for Financial Services
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name Get‌IntrctnByDateRange
            Reference Action Type Flow
            Reference Action Get Interactions By Date Range
            Does this action execute one or more prompt templates? No
             
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