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            Agent Action: Account Engagement: Upsert B2B Prospect

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            Agent Action: Account Engagement: Upsert B2B Prospect

            Create or update a prospect record, including its profile, score, and owner. To use this action with an agent, include an Email, Prospect ID, Lead ID, or Contact ID.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name Account_Engagement_Upsert_B2B_Prospect
            Reference Action Type Standard Action
            Reference Action createB2BProspect
            Does this action execute one or more prompt templates? No
            Required Setup Use Account Engagement Actions in Agentforce

            See Also

             
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