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Considerations for the Account Discovery Agent
Before you create an agent with the Account Discovery agent template, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Required Editions
| Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition |
Language and Locale Support
The Account Discovery agent supports English in these locales.
| Locale | Code |
|---|---|
| Australia | en_AU |
| United Kingdom | en_UK |
| United States | en_US |
Large Language Model Support
The Account Discovery agent supports the models supported by the Employee Agent type. See Considerations for Agentforce Employee Agent.
Einstein Trust Layer Support
The Account Discovery agent supports the Trust Layer services supported by the Employee Agent type. See Considerations for Agentforce Employee Agent.
Feature Region Support
Feature supports the geo-aware models supported by the Employee Agent type. See Considerations for Agentforce Employee Agent. See Considerations for Agentforce Employee Agent.
Usage Types Consumed
The Account Discovery agent uses generative AI and Data Cloud to ingest, store, and process data. You’re billed in these categories when you use the Account Discovery Agent template. Before deployment, work with your Salesforce account team to confirm license availability and plan credit usage.
This feature has access to Digital Wallet, a free account management tool that offers near real-time consumption data for enabled products across your active contracts. Access Digital Wallet and start tracking your org's usage. To learn more, see About Digital Wallet.
| Digital Wallet Card | Usage Type | Description |
|---|---|---|
| Flex Credits | Standard Action | Usage is determined by the number of standard actions called by the agent in a text conversation. Currently, every standard action called by the agent is metered as one standard action, irrespective of the number of tokens processed. Standard agent actions are actions that are available out-of-the-box. To check the list of Standard actions, see Standard Action Reference.  Note Use of some standard agent actions require that a subscription has been purchased for
each user that accesses these actions, such as a subscription to Agentforce for Sales
Add-on or Agentforce for Service Add-on. To determine which subscription is required for
such standard actions, see Standard Action Reference at Standard Action Reference. While this
requirement is not technically enforced yet, users who don’t have the required add-on
license will lose access to such actions for which they don’t have a license when the
requirement is enforced. |
When you use Agentforce Employee agents, credits can be consumed in usage types on other consumption cards by related features, such as Agentforce Data Library or Audit and Feedback.
Associated Standard Actions
These standard actions are associated with the Account Discovery agent.
- Marketing: Get Recent Activities
- Marketing: Find New Buyer Group Members
- Marketing: Summarize Conversations
- Marketing: Get Marketing Scores
Data Cloud One Support
Feature is supported in Data Cloud One companion orgs similarly to the Employee Agent type. See Considerations for Agentforce Employee Agent.
