Sales | Get Account and Account Plan
Queries an account and one related account plan. This action is used within Agentforce Sales Management.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
| User Permissions Needed | |
|---|---|
| To use a Sales Management agent: | Use Agentforce Sales Management permission set |
| To use Agentforce Account Management: | Use Agentforce Account Management permission set |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | GetAccountAndAccountPlan |
| Reference Action Type | Flow |
| Does this action execute one or more prompt templates? | No |
| Required Setup |
Guidelines and Considerations
- In the Agentforce panel, this action can only be initiated through the Sales Management agent.
- To generate accurate summaries and insights, ensure there is populated data in standard account fields such as Type, Industry, Revenue, and Employees.
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