Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce and Einstein Generative AI
Sales | Find Potential Prospects

You are here:

  1. Salesforce Help
  2. Docs
  3. Quickstart Your Einstein Generative AI Solution

Sales | Find Potential Prospects

Finds potential prospects based on job titles and account context. Searches Salesforce records and other sources for job titles at different seniority levels and returns a list of potential prospect information.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Agentforce for Sales or Agentforce for an Industry add-on, or in Agentforce 1 Sales and Industry Editions where included. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access actions.
User Permissions Needed  
To create and configure prospecting agents: Sales Agentic Prospecting Manager
To connect to ZoomInfo: ZoomInfo Prospecting Access
See Common User Access for Standard Agent Actions.

Action Details

API Name FindPotentialProspects
Reference Action Type Standard Action
Reference Action findPotentialProspects
Does this action execute one or more prompt templates? No
Required Setup Set Up Agentforce Prospecting

Guidelines and Considerations

  • This action only runs if an account passes the QualifyAccount action (isQualified = true).
  • This action runs once per account and generates up to five prospects per run.
  • This action searches Salesforce contacts and connected external sources such as ZoomInfo.
  • Connecting to ZoomInfo increases the pool of prospects and improves prospect quality.

See Also

 
Loading
Salesforce Help | Article