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The Check Product Eligibility Agentforce action verifies whether accounts, contacts, and users are eligible for products associated with service processes. The action uses a predefined criteria to assess requestor eligibility. The built-in checks make sure that you offer the right products to the right audience without any human intervention.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Unified Catalog and the Agentforce Employee Agent add-on license. |
| Use Case | How to Achieve It |
|---|---|
| Customers and employees can self-serve and check product eligibility themselves | Deploy the action as part of a subagent on Experience Cloud site pages. The action uses the contact, account, or user ID of the logged-in internal employee or external customer to identify them and verify product eligibility. To provide the employee or customer's ID to the action, you can retrieve the ID from the employee or customer's session ID on the Experience Cloud site. |
| Service reps and request fulfillers can check product eligibility on behalf of customers and employees | Deploy the action as part of a subagent in the org. The action uses the current record context to find the user, contact, or account on behalf of whom service reps and request fulfillers are verifying product eligibility. |
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