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            Sales | Identify Key Contacts

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            Sales | Identify Key Contacts

            Identifies key contacts associated with an account or opportunity. A key contact is someone who can influence, obstruct, impede, or decide a deal, or is involved in the outcome of the deal.

            Required Editions

            Available in: Lightning Experience
            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.
            User Permissions Needed
            To use Identify Key Contacts: Review Buying Committee
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name IdentifyKeyContacts
            Reference Action Type Standard Action
            Outputs contacts
            Does this action execute one or more prompt templates? No

            Considerations

            To use this action on an account, make sure you turn on Auto Contact Enrichment or Relationship Map.

             
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