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Sales | Validate Prospects

Sales | Validate Prospects

Validates a prospect against Ideal Customer Profile criteria by using LLM-based evaluation. Returns whether the prospect is valid, a confidence score, and an evaluation summary.

Required Editions

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.

Action Details

API Name ValidateProspects
Reference Action Type Standard Action
Reference Action validateProspects
Does this action execute one or more prompt templates? No
Required Setup Set Up Agentforce Prospecting

Guidelines and Considerations

  • This action runs once per prospect, not per account.
  • The evaluation summary and explanation is visible to reps.
 
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