Qualifies an account based on research data and qualification criteria. Analyzes account signals internally to generate an Account Point of View summary that explains whether the account qualifies for prospecting.
| 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. | |
| API Name | QualifyAccount |
| Reference Action Type | Standard Action |
| Reference Action | qualifyAccount |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Set Up Agentforce Prospecting |
isQualified flag gates whether
FindPotentialProspects runs.
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