. Standard Agent Action Reference

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Standard Agent Action Reference

Standard actions are included by default with your agents. Many standard agent actions are available to all users who have permission to access Agentforce. Other standard actions are built to work with specific clouds or products, so they require an additional license or permission. When you add a standard action to your agent, customize the action for your use case, including the underlying flow, prompt template, or other reference action.

Note Some AI Agent actions are in beta and have limited functionality, as further described in the documentation. Including them in an agent is part of the Services and consumes Einstein Requests if enabled and used.

Explore the comprehensive reference library for agent standard actions.

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Agentforce IT Service

Action	Editions
Add Comment to Record	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Answer Policy Question	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Associate Related Records For Incident	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Associate Related Records for Problem	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Check Incident Attributes	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Check Problem Attributes	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Create Incident Resolution Summary	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Create Incident Root Cause Summary	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Create Problem Resolution Summary	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Create Problem Root Cause Summary	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Create Service Catalog Request	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Employee Incident Creation	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Evaluate Problem Creation Requirement	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Generate Post-incident Review	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Get Incidents Based on Description	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Get Service Catalog Attributes	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Identify Service Catalog Item	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Post Swarming Summary to Feed Item	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Propose Resolution Summary for Incident	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Propose Resolution Summary for Problem	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Reopen a Ticket	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Retrieve Assigned Assets	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Summarize Change Request	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Summarize Incident	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Summarize Incident for Employees	Available in: Enterprise and Unlimited Editions with the AI Agents for Employees add-on license.
Summarize Multiple Incidents	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Summarize Problem	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.
Summarize Releae	Available in: Unlimited Edition with Agentforce for Service add-on license. Requires each user to have the Agentforce for IT Service Desk add-on to access the action.

Agentforce Platform

Action	Editions
Answer Questions with Knowledge	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Answer Questions with Salesforce Documentation (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Draft or Revise Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Extract Fields and Values from User Input	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Record Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Identify Object by Name	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Identify Record by Name	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Query Records	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Query Records with Aggregate	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Search the Web	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Send Email with Verification Code	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Summarize Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Speech To Text	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Update Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Verify Customer	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Asset Service Management

Action	Editions
Create Service Quote	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Create Service Work Order	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Asset Warranties	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Price Books	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Products	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Service Quote	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Asset Performance	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Vehicle Performance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

Automotive

Action	Editions
Create Opportunity and Opportunity Product	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Create Vehicle Appraisal	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Create Payment Deferral Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Create Payment Due Date Modification Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Automotive Financial Accounts for Service Processes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Available Appointment Slots	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Dealers for Search Criteria	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Financial Accounts for a Customer	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Updated Terms for Payment Deferral	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Updated Terms for Payment Due Date Modification	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Get Vehicles for a Customer	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Schedule Automotive Appointment	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Search Vehicle Definitions	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Summarize Customer Account	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Summarize Customer Finance Profile	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
Summarize Financial Account for Customer	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

B2B Commerce

Action	Editions
Add Order to Cart	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.
Create Promotions	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.
Format Commerce Insights	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.
Get Commerce Business Objectives	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.
Get Commerce Promotion Templates	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.
Get Most Recent Orders	Available in: Enterprise, Unlimited, and Developer Enterprise Editions with B2B Commerce.
Get Shopper Effective Accounts in Commerce	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.
Look Up Order Summary for Commerce	Available in: Enterprise, Unlimited, and Developer Editions with B2B Commerce.

B2C Commerce

Action	Editions
Add Item To Cart	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Answer Product FAQs	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Answer Site FAQs	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Apply Coupon to B2C Commerce Cart	Available in: Developer, Unlimited, and Enterprise Editions with B2C Commerce.
Get B2C Commerce Conversational Context Questions	Available in: Developer, Unlimited, and Enterprise Editions with B2C Commerce.
B2C Commerce Product Search	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Get B2C Order Confirmation Details	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Get B2C Product By ID	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Get B2C Product Details	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Get B2C Product Recommendations	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Get B2C User Access Token	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Search for B2C Order	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
Edit Cart	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.
View Cart	Available in: Enterprise, Unlimited, and Developer Editions with B2C Commerce.

Channel Revenue Management

Action	Editions
Get Aggregate Sources for a Member	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Aggregate Summary	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Payout Periods For a Member	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Rebate Type Payouts For a Member	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Rebate Type Payout Sources	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Rebate Payouts by Period	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Rebate Payouts for a Member	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Rebate Type Payout Source	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.

Collections and Recovery

Action	Editions
Compile Script for Next Call Based on Previous Collections Interactions	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Case and Related Case Proceeding Records	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Promise to Pay	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Generate and Send Payment Link	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Get Payment Method Sets for Merchant Account	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Request Payment Extension	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Collection Plan Details by Name	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Collection Plans for Related Contact and Parties	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Update Representative Contact for Collections	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Answer Collections Queries	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.

Communications

Action	Editions
Get Account Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get All Invoices	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Invoice Charges	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Account Balance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Invoice Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Create Billing Dispute Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Payment History	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Service Level Objective Insights For Asset	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Group Suggestions	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Quote Location Count	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Recipient Grouping Criteria	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Quote Location Fields	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Create Quote Recipient Groups	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Update Quote Recipient Group Name	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Add-On Products	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Cross-Sell Products	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Get Upgrade Products	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Create Sales Quote	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
Format Product Recommendations	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.

Digital Lending

Action	Editions
Retrieve Loan Product Categories	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Retrieve Products By Category	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Retrieve Product Details	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Retrieve Programs By Product	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Retrieve Program Details	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Analyze Estimated Loan Amount	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.

Education Cloud

Action	Editions
Create Academic Interest (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Create Admissions Application (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Create Campus Tour Registration	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Create Course Offering Channel	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Create Inquiry	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Create Prior Learning Evaluation (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
EDU Cloud: Send Email Verification (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
EDU Cloud: Verify Email Code (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Find Advising Cases	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Find Campus Resources	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Academic Term Data (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Account Balance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Campus Tour Campaigns	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Course Syllabus Canvas Layout	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get External Learning Data (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Fee Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Fee Breakdown	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Institution Data (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Learning Courses (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Learning Equivalencies (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Learning Program Data (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Get Program Term Application Timeline Data (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Summarize Advising Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Suggest Student Goals (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
Create Goal (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.

Experience Builder

Action	Editions
Draft Text for Experience Builder Site (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Field Service

Action	Editions
Assign Appointment to Service Resource for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
Cancel Appointment for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Create Appointment for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Create Appointment List Filter for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
Get Appointment Information for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Get Appointment Time Slots for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Get Appointments By Criteria for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Get Appointments to Fill Gaps for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
Get Current Time for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Get Engagement Subagents for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Get Work Types for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Rebook and Notify for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Refine Post-Work Summary for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
Schedule Appointment for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Summarize Scheduling Issues for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
Summarize Service Appointment Notes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.
Update Appointment Times for Field Service	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.

Financial Services

Action	Editions
Create Action Plan	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Action Plan Item	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Case to Block Card	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Fulfill Fee Reversal	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Account Address Update	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Change Billing Cycle	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Lock Or Unlock Card	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Manage Card Settings	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Order Checkbook	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Request Loan Payoff Statement	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Request Statement Copies	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Stop Check Payment	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Transaction Dispute	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Transfer Funds	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Case for Travel Notification	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Create Financial Goal	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Financial Plan	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Interest Tag	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Person Life Event	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Record Alert	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create or Update Agenda Draft	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Interaction	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Interaction Summary	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Interaction Attendee	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Account Plan Objective	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Account Plan Objective Measure	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Opportunity Based on Meeting Notes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Create Summary Document	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Draft Customer Response	Available in: Professional, Enterprise, and Unlimited Editions.
Extract Action Plans	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Extract Financial Goals	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Extract Financial Plans	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Extract Person Life Events	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Find Similar Complaints	Available in: Professional, Enterprise, and Unlimited Editions.
FinServ Package Create Financial Goal (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Create Life Event (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Extract Financial Goals (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Extract Life Events (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Get Client Life Events (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Structure Financial Advisor Meeting Notes (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Summarize Financial Details (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Summarize Financial Goals (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
FinServ Package Summarize Portfolio Performance (FSC Managed Package)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Generate Resolution Note	Available in: Professional, Enterprise, and Unlimited Editions.
Get Card Details for Account	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Card Settings	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Client Life Events	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Get Current Billing Cycle Details	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Account Addresses	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Account Restraints	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Enriched Details of Transactions	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Financial Account Balances	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Financial Accounts for an Account	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Financial Account Transactions	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Interactions By Date Range	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Fetch Request Loan Payoff Statement Details	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get New Billing Cycle Details	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Reason Code for Transactions	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Reason SubCode for Transactions	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Subagent Config	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Get Transaction Dispute Questionnaire	Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud.
Restructure Meeting Notes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Review Asset Allocation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Summarize Account Financial Details	Available in: Professional, Enterprise, and Unlimited Editions.
Summarize Account Record Alerts	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Summarize Agenda Drafts	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Summarize Financial Plans and Goals	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Structure Financial Advisor Meeting Note	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Summarize Household Financial Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Summarize Portfolio Performance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.

Fundraising

Action	Editions
Create Party Philanthropic Research Profile	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Create Philanthropic Assessment	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Get Research Profile Canvas Layout	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Summarize Philanthropic Milestones	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Summarize Wealth Capacity	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Close Gift Commitment	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Manage Recurring Gift Commitment	Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.

Health

Action	Editions
Classify Disease Surveillance Cases	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Execute Generic EMR Request	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud add-on license.
Extract Patient Home Visit Requirements	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Fetch Individual Record ID	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Find Claim	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Find Matching Providers	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Find Providers Info	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Find Specific Member Coverage	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Generate EMR Data Fetch Payload	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud add-on license.
Generate FHIR Payload	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Generate FHIR Payload for Eligibility and Benefit Verification	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Generate Patch FHIR Payload	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud add-on license.
Get Claim Summary	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Get Input for Eligibility and Benefit Verification	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Get Member Coverage Summary	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Get Patient Data from EMR	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Get Patient Member Plans	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Register a Patient in EMR	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Send Eligibility and Benefit Verification Request	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Summarize Disease Investigation Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Summarize Disease Surveillance Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Summarize Patient Healthcare Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
Summarize Patient Home Healthcare Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.

Insurance

Action	Editions
Fetch Asset	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Fetch Policies	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Fetch Participant	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Generate Proof of Insurance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Insurance Quote Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Summarize Insurance Policyholder	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Inventory Management

Action	Editions
Create Product Request	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Search Criteria and Results	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Inventory Details	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.

Life Sciences

Action	Editions
Add Site and Investigator to Study	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Add Sites Search Results to Study	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Generate Healthcare Provider Summary	Available.. in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Life Sciences add-on or included in Agentforce 1 Life Sciences Edition. Requires each user to have the Agentforce for Life Sciences add-on to access the action.
Get Omniscript IDs From Research Study	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Get Site Search Filters for Research Study	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Go to Care Program Sites	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Send Site Feasibility Assessments	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Summarize Investigator	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Summarize Patient Response for Benefits Reverification	Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud or Agentforce for Health Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
Summarize Site	Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.

Loyalty Management

Action	Editions
Add or Update Limit in Pricing Promotion	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions.
Create or Update Pricing Promotion	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions.
Create or Update Promotion using Accrual Promotion Template	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions.
Create or Update Promotion Using a Spend X Template	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions.
Generate Loyalty Promotion Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions.

Manufacturing

Action	Editions
Create Asset Appraisal	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Sales Agreements Bulk Update Request	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Forecasts to Opty Filter Criteria	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Opportunity Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Opportunity with Products and Preferred Seller	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Product Request	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Quote from Opportunity	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Service Quote	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Service Work Order	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Create Visit for Context Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Aggregate Sources for a Member	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Aggregate Summary	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Assets for a Customer	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Asset Warranties	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Rebate Type Payout Sources	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Search Criteria and Results	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Service Quote	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Price Books	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Pricebooks From WorkType	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Products	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Product Price Details	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Products with Coverage	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Payout Periods For a Member	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Get Rebate Type Payouts For a Member	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Perform Bulk Update for Sales Agreement Metrics	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Search Product And Parts	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Search Dealers for Products	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Asset Performance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Attribute Details for Sales Agreements	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Inventory Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Rebate Payouts for a Member	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Rebate Payouts by Period	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Rebate Type Payout Source	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Summarize Sales Agreement Performance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
Transform Program Forecast to Opportunity	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Manufacturing add-on or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.

Marketing

Action	Editions
Create Journey Content	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud Next and Marketing Cloud Engagement+.
Draft a Campaign Brief	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Draft a Campaign Preview	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Draft Content	Available in: Salesforce Enterprise and Unlimited Editions with the Marketing Cloud Next Growth or Advanced Edition, or the Einstein for Sales, Einstein for Service, or Einstein Platform add-on.
Create Section with Content	Available in: Salesforce Enterprise and Unlimited Editions with the Marketing Cloud Next Growth or Advanced Edition, or the Einstein for Sales, Einstein for Service, or Einstein Platform add-on.
Generate Campaign Insights	Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next.
Get Campaign Objectives (Beta)	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Get Channel Types (Beta)	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Get Low Performing Ads (Beta)	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Get Metrics (Beta)	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Get Engagement Insights Summary	Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition.
Get Score for Record ID	Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition.
Identify Business Unit	Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next.
Refine Campaign Preview	Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next.
Select Journey	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud Next and Marketing Cloud Engagement+.
Save Campaign	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Save Campaign Brief	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in Enterprise and Unlimited Editions with Marketing Cloud.
Sign Up Prospect for B2B Marketing Lists	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Summarize a Campaign	Available in: Enterprise and Unlimited Editions with Marketing Cloud.

Media

Action	Editions
Create Media Opportunity (Beta)	Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
Create Media Proposal (Beta)	Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
Find Media Opportunity (Beta)	Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
Get Media Products (Beta)	Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
Get Media Products Based on Targeting (Beta)	Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
Media Opportunity Summary (Beta)	Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.

Net Zero Cloud

Action	Editions
Combine Snippets	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Draft Disclosure Responses	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Draft Snippet For Question	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Get Vehicle Asset Emission Source Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Get Stationary Asset Environmental Source Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Get Sustainability Stakeholder Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Manage Sustainability Task Group	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Get Sustainability Task Group Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.
Create Sustainability Task Group	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero add-on license. Requires each user to have the Agentforce for Net Zero add-on to access the action.

Omnistudio

Action	Editions
Diagnose Components (Pilot)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Org Objects (Pilot)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Personalization

Action	Editions
Get Context	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Recommendations	Available in: Enterprise, Unlimited, Professional, and Developer Editions with Data Cloud.
Understand User Intent	Available in: Enterprise, Unlimited, Professional, and Developer Editions with Data Cloud.

Program Based Business

Action	Editions
Forecasts to Opportunities Filter Criteria	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Forecast to Opportunity Execution	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
OpportunityJsonBuilder	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.

Program and Case Management

Action	Editions
Create Participant Benefits	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Create Referral	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Get Participant Goal	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Prepare Participant Notes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.

Public Sector

Action	Editions
Automatically Resolve Complaint	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Check For Regulatory Code Violation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Assessment for Public Complaint	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Assessment Question Response	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Candidate Leads	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Regulatory Code Violation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Regulatory Code Violation for Public Complaint	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Regulatory Transaction Fee	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Create Violation Enforcement Action	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Draft Visit Summary Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Email Candidate Leads	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Email Complaint Participant	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Find Similar Complaints	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Find Similar Complaints Against Perpetrator	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Find Similar Unresolved Complaints	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Assessment Questions	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Assessment Question Text and Response Values	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Candidates And Create Leads	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Candidates with Matched Skills	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Examination and Competency Details for Skills	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Regulatory Code Violation Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Relevant Application Forms	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Relevant Regulatory Codes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Relevant Skill IDs	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Unprocessed Regulatory Codes	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Get Violation Enforcement Actions	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Preview Hiring Managers	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Send Visit Summary Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Share Application Form with Hiring Manager	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Summarize Application Form	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
Summarize Public Complaint	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.

Retail Execution Visit Assistant

Action	Editions
Get Retail Execution Account Performance Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.
Get Retail Execution Customer Tasks By Account	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.
Get Retail Execution Visits By Account	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.
Get Retail Execution Orders By Account	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.
Get Retail Execution Orders By Visit	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Consumer Goods add-on or included in Agentforce 1 Consumer Goods Edition. Requires each user to have the Agentforce for Consumer Goods add-on to access the action.

Revenue

Action	Editions
Add Quote Line Item to Quote	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Apply Discount To Quote Line Item	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Create Amendment Quote	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Create Initial Quote	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Create Renewal Quote	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Explain Invoice Line	Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license with the Agentforce Employee Agent add-on. When accessed through Experience Cloud, it also requires the Agentforce Service Agent add-on. Contact your Salesforce account executive for more information.
Find Products	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on.
Generate Product Description	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on.
Get Account Assets	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Get Account Balance	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
Get Invoice Line Records	Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license with the Agentforce Employee Agent add-on. When accessed through Experience Cloud, it also requires the Agentforce Service Agent add-on. Contact your Salesforce account executive for more information.
Get Invoice Document PDF	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
Retrieve Next Due Payment	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
Generate Payment Plan Details	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
Get Rule-Based Product Recommendations (Beta)	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on.
Get Product Details	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced or Revenue Cloud Billing and Agentforce Employee Agent add-on.
Get Product Selling Model for Products	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Get Usage Details	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
Query Contract Document	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales, Agentforce for Service, or Agentforce for Industries add-on, and Salesforce Foundations.
Query Quote Line Items	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Summarize Contract Document	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales, Agentforce for Service, or Agentforce for Industries add-on, and Salesforce Foundations.
Update Quote Details	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
Update Quote Line Item Details	Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.

Sales

Action	Editions
Add Record to Cadence	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Create a Label	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Create a Sales Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Create a To-Do	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Create Close Plan	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Explore Conversation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action.
Find Contact Interactions	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Find Past Collaborators	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Find Similar Interactions	Available in: Enterprise, Performance, and Unlimited Editions with Data Cloud enabled, and the Customer Exprc Intel and Einstein GPT Copilot add-ons.
Find Similar Opportunities	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Get Account and Account Plan	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.
Get Activities Timeline	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Activity Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Conversation Intelligence	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action.
Get Conversation Transcript	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action.
Get Fields to Create Sales Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Get Forecast Guidance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Get Product Pricing	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Get Record Research	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.
Get Related Emails	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.
Get Related Notes	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.
Identify Contact Role	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Identify Key Contacts	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Label a Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Log a Call	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Prioritize Opportunities	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Research Account	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Return Calendar Link	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Review My Day	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Send Meeting Request	Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
Send Verification Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Suggest Next Step for Opportunity	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.
Suggest Stage for Opportunity	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.
Verify Sales Customer	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Coach \| Give Feedback on Needs Analysis Stage	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Coach \| Give Feedback on Negotiation/Review Stage	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Coach \| Give Feedback on Proposal/Price Quote Stage	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Coach \| Give Feedback on Qualification Stage	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Lead Nurturing \| Draft Generic Reply Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Lead Nurturing \| Draft Initial Outreach Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Lead Nurturing \| Draft Meeting Request Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Lead Nurturing \| Draft Nudge Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Lead Nurturing \| Opt-Out Lead	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Lead Nurturing \| Schedule Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.

Sales Agreement

Action	Editions
Create Sales Agreements Bulk Update Request	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Create Visit	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Get Attribute Details	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Perform Bulk Update for Sales Agreement Metrics	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.
Summarize Sales Agreement Performance	Available in: Enterprise, Performance, Unlimited , and Developer Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.

Scheduler

Action	Editions
Cancel Appointment For Scheduler	Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions.
Collect Appointment Details for Scheduler	Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions.
Create and Schedule Appointment for Scheduler	Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions.
Get Appointment Details for Scheduler	Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions.
Get Appointment Time Slots for Scheduler	Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions.
List Appointments for Scheduler	Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions.

Security

Action	Editions
Anomaly Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Classify Security Risk	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Get Policy Details	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Policies by Object	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Policies by Policy Type	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Security Metric Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Get Security Metric Types	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Get Security Alerts	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Identify Anomalies	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Investigate User	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Retrieve Detected Findings	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Retrieve Investigation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Retrieve Investigations	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Retrieve Remediation Plan	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Save Investigation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Save Investigation Finding	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Save Investigation Impacted Instance	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Save Investigation Timeline Entry	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Save Remediation Plan	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Summarize User Activity	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.
Update Remediation Plan Item	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Security Center add-on and Foundations or Agentforce 1 Editions.

Service

Action	Editions
Add Case Comment	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Cancel Order	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Check Rep Availability for Routing	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Close Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create Case	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create Case with Enhanced Data	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create a Sales Contact Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Create a Sales Lead Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Create a Sales Person Account Record	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
Draft Case Response	Available in: Enterprise, Performance, and Unlimited Editions with Data Cloud enabled, and the Customer Exprc Intel and Einstein GPT Copilot add-ons.
Enhance Product Description	Available in: Enterprise, Performance, and Unlimited Editions with Data Cloud enabled, and the Customer Exprc Intel and Einstein GPT Copilot add-ons.
Finalize New Delivery Time	Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons.
Finalize Reservation	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Find Similar Cases	Available in: Enterprise, Performance, and Unlimited Editions with Data Cloud enabled, and the Customer Exprc Intel and Einstein GPT Copilot add-ons.
Get All Cases for Contact	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Case By Case Number	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Case By Verified Case Number	Available in: Enterprise, Performance, UnlimitedEinstein 1 Edition, Agentforce 1 Edition, and Developer Editions.
Get Cases for Verified Contact	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on.
Get Delivery Time Slots	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Order by Order Number	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Orders By Contact	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get Reservation Time Slots	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Identify Customer By Email	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Raise Flag for Supervisor	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Reset Password	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Reset Secure Password	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Summarize Product Reviews	Available in: Enterprise, Performance, and Unlimited Editions with Data Cloud enabled, and the Customer Exprc Intel and Einstein GPT Copilot add-ons.
Summarize Service Engagement	Available in: Enterprise, Performance, and Unlimited Editions with Data Cloud enabled, and the Customer Exprc Intel and Einstein GPT Copilot add-ons.
Update Customer Contact	Available in: Enterprise, Performance, UnlimitedEinstein 1 Edition, Agentforce 1 Edition, and Developer Editions.
Update Omni-Channel User Configuration	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Update Verified Contact	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Setup

Action	Editions
Create External Client App	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get and Explain Object Permissions of User (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Get and Explain User Permissions of User (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Identify Field By Name	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Identify Object By Name (Object Management)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Identify User Permissions by Name (Beta)	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Migrate Connected App	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Summarize OAuth in Connected App	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Slack

Action	Editions
Add Users to a Slack Channel	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Archive a Slack Channel	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create a Salesforce Channel in Slack	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create a Slack Canvas	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create a Slack Channel	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Create an Account Executive Brief	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
List Slack Workspaces	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Look Up a Salesforce Channel in Slack	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Look Up a Slack User	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Search Slack	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Send a Slack Direct Message	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Send a Slack Message to a Channel	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Share a Slack Canvas	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Summarize a Channel	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Start a Conversation with an Agent in Slack	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.
Update a Slack Canvas	Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions.

Swarming

Action	Editions
Begin Swarm	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Check Swarming Preconditions	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Complete Swarm	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Complete Swarm Creation	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Complete Swarm Records	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Create Swarm Salesforce Channel	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Create Swarm Slack Channel	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Create Swarming Slack Thread	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Get Swarm Type and Slack Access Details	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Reopen Swarm Procedure	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Send Slack Udpates	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.
Unarchive Channel	Available in: Enterprise, Performance, and Unlimited Editions with Einstein for Service add-on.

Timesheets

Action	Editions
Create Timesheets and Timesheet Entries	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Timesheets and Labor Cost Optimization add-on license or included in Agentforce 1 Timesheets and Labor Cost Optimization Edition. Requires each user to have the Agentforce for Timesheets add-on to access the action.
Verify Or Submit Timesheet	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Timesheets and Labor Cost Optimization add-on license or included in Agentforce 1 Timesheets and Labor Cost Optimization Edition. Requires each user to have the Agentforce for Timesheets add-on to access the action.
Get Timesheet Details	Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Timesheets and Labor Cost Optimization add-on license or included in Agentforce 1 Timesheets and Labor Cost Optimization Edition. Requires each user to have the Agentforce for Timesheets add-on to access the action.

Unified Catalog

Action	Editions
Check Product Eligibility	Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog and the Agentforce Employee Agent add-on license.
Launch Service Process	Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog and the Agentforce Employee Agent add-on license.

Volunteer Management

Action	Editions
Find Unfilled Shifts	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
Match Volunteers to Shifts	Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.

Product Area

Feature Impact

Edition

Experience