Sales | Get Related Emails
Gets a list of the latest related email records within a date range, based on a user’s query. 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 | GetRelatedEmails |
| Reference Action Type | Standard Action |
| Reference Action | GetEmailsInvocableAction |
| 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 view and use related emails in Agentforce Account Management, enable Einstein Activity Capture.
- The agent analyzes the 25 most recent emails from the last 30 days.
- The agent uses only emails that are stored as EmailMessage records. Emails that aren’t EmailMessage records don’t inform the agent’s suggestions.
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