Loading
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Sales | Get Related Notes

            You are here:

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

            Sales | Get Related Notes

            Gets a list of the latest related note 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 GetRelatedNotes
            Reference Action Type Flow
            Does this action execute one or more prompt templates? No
            Required Setup

            Set Up Agentforce Account Management

            Set Up Notes

            Guidelines and Considerations

            • In the Agentforce panel, this action can only be initiated through the Sales Management agent.
            • The agent filters for notes created within the last 30 days.
             
            Loading
            Salesforce Help | Article