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Market to Your Customers with Account Engagement
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          Use Account Engagement Actions in Agentforce

          Use Account Engagement Actions in Agentforce

          Create a dedicated Account Engagement Lead Management Agent with Agentforce actions. View and update prospect records and add them to nurture campaigns from anywhere in Salesforce.

          Required Editions

          Available in: all Account Engagement editions with Salesforce Enterprise, Performance, and Unlimited editions
          User Permissions Needed
          To deploy Agentforce actions for Account Engagement:

          APEX Class Access to:

          • getB2BEngagementStudioProgram
          • getB2BMarketingListMemberships
          • getB2BMarketingLists
          • signUpProspectB2BMarketingLists
          • upsertB2BProspect
          • viewB2BProspect

          Before you begin:

          Allow for up to an hour for an action to deploy. An Agentforce action can’t be deleted after you deploy it. Each time an agent uses an action, standard credits are consumed.

          1. Deploy actions to Agentforce from Account Engagement.
            1. Open Account Engagement Settings.
            2. Under Agentforce Actions for Account Engagement, click Deploy Actions.
            3. Confirm your choice, and then click Close.
          2. In Salesforce, add the Account Engagement actions to an Agentforce Topic.
           
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          Salesforce Help | Article