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            Sales | Label a Record

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            Sales | Label a Record

            Assigns personalized labels to records. Users can tag records based on meaningful attributes, retrieve those records as a group, and act on them.

            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 Label a Record: Label a Record
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name LabelARecord
            Reference Action Type Standard Action
            Reference Action

            Label a Record

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

            Considerations

            • Users can assign up to 20 labels to each record.
            • Each label can be assigned to a maximum of 500 records.
             
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