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            Sales | Research Account

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            Sales | Research Account

            Conducts external research and generates a summary of findings about the company on a business account. The output depends on the user’s research question and can include information about the company’s structure, business model, revenue, and competitors.

            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 view account records: Read on Account
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name ResearchAccount
            Action Type Standard
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? Yes

            Research Account and Prompt Templates

            This agent action calls the Record Research prompt template. Users can modify the prompt template. For example, change the data model; research different objects; or store research in standard or custom fields, among other customizations. Record research prompt templates use the Einstein Search Web Retriever to perform research.

            Considerations

            • You can use Research Account only on business accounts.
            • Research Account requires you to disable data masking for the Company Name field.
            • The large language model (LLM) that generates the output doesn’t always use the most recent information about the company you’re researching. Always verify the results provided before using them.
             
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