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Sales | Verify Sales Customer

Sales | Verify Sales Customer

Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
User Permissions Needed
Set Up Inbound Lead Generation
Inbox Scheduling Proxy Users
See Common User Access for Standard Agent Actions.

Action Details

API Name VerifySalesCustomer
Reference Action Type Flow
Reference Action Verify Sales Customer
Does this action execute one or more prompt templates? No
Required Setup Set up Inbound Lead Generation

Guidelines and Considerations

  • Customer verification is optional during inbound lead generation.
 
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