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            Sales | Get Record Research

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            Sales | Get Record Research

            Gathers research records from the last 30 days that are associated with a specific record ID. Then, the action provides a summary of the retrieved insights and research data for that record. 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 GetRecordResearch
            Reference Action Type Flow
            Does this action execute one or more prompt templates? No
            Required Setup

            Set Up Agentforce Account Management

            Turn on Sales Account Research

            Guidelines and Considerations

            • In the Agentforce panel, this action can only be initiated through the Sales Management agent.
            • The action requires an Account or Lead Record ID as an input.
            • To use the research prompts associated with this action fully, add the Record Research component to your Account and Account Plan record pages.
             
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