Searches for Salesforce records by name and returns a list of matching record IDs. For
example, if a user enters, “Show me the Acme records” in a Salesforce org with multiple records
related to “Acme,” the action can return the Acme account, the Acme - 20k opportunity, and the
Acme - 50k opportunity.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Foundations, or Agentforce 1 or Einstein
1 Editions
Does this action execute one or more prompt templates?
No
Considerations
This action works with any searchable standard objects supported by the User Interface
API and any searchable custom objects. External objects are not supported.
The maximum number of results returned is five. Three records are returned from the most
relevant queried object. If other relevant objects exist, one record is returned for each
of the next two relevant objects.
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