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            Get Record Prioritization Data Action

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            Get Record Prioritization Data Action

            Get record data and field metadata to prioritize records for a user. This action is used in the Get Opportunity Details flow as part of the Prioritize Opportunities standard agent action.

            Required Editions

            Available in: Lightning Experience
            View supported editions.

            In Flow Builder, add an Action element to your flow. In the New Action window, search for Prioritization, and select Get Record Prioritization Data.

            Set Input Values

            Use values from earlier in the flow to set the inputs for the action.

            field description
            Layout Type

            The type of layout, which determines the fields to retrieve data for. Valid values are:

            • Full: Based on the default Full layout record.
            • Compact: Based on the primary Compact layout record.
            • Search: Based on all Search layout records.

            The default value is Compact.
            Optional Fields The optional fields to retrieve data for.
            Record ID Required. The record IDs to retrieve data for.

            Store Output Values

            field description
            Field Metadata The field metadata for the record IDs.
            Record Data The record data for the record IDs.

            Usage

            The Get Record Prioritization Data action is a part of the Get Opportunity Details flow, which is designed to retrieve record data and field metadata record prioritization. It’s primarily used with the Prioritize Opportunities standard agent action.

            Limitations

            This action is limited to usage within a flow. It can’t be invoked through other methods such as Apex, REST API, Agentforce, Prompt Studio, or Einstein Bots. While actions can typically be invoked through frameworks such as InvocableActionService, this specific action is restricted to flows.

             
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