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.
| 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. | |
| API Name | IdentifyRecordByName |
| Reference Action Type | Standard Action |
| Does this action execute one or more prompt templates? | No |
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