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            B2B Commerce | Get Customer Profile

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            B2B Commerce | Get Customer Profile

            Retrieves a 360-degree customer profile including revenue, ordering behavior, and top product categories for a specific account and store. Use this action to gain comprehensive insights into customer purchasing patterns and preferences, enabling you to personalize outreach, identify cross-sell opportunities, and make data-driven decisions about accuont management strategies. This action requires Salesforce Data Cloud.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name GetCustomerProfile
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? No
            Required Setup Agentforce Skills for Merchandising for Commerce

            See Also

             
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            Salesforce Help | Article