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Automate Your Business Processes

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Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Operations

Get Opportunity Stage Details Action

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Get Opportunity Stage Details Action

Get the names and descriptions of the stages associated with the specified opportunity record. This action is used in the Get Opportunity Grounding Data flow as part of Agentforce Pipeline Management.

Required Editions

Available in: Lightning Experience

View supported editions.

In Flow Builder, add an Action element to your flow. In the New Action window, search for Stage Details, and then select Get Opportunity Stage Details.

Set Input Values

Use values from earlier in the flow to set the inputs for the action.

field	description
Opportunity ID	Required. The ID of the opportunity record to retrieve the stage details for.

Store Output Values

field	description
Stage Details	The collection of stage names and descriptions for the specified opportunity record.

Usage

The Get Opportunity Stage Details action is a part of the Get Opportunity Grounding Data flow. It’s primarily used with Agentforce Pipeline Management.

Limitations

This action is limited to usage within a flow. It can’t be invoked through other methods such as Apex, REST API, Agentforce, Prompt Studio, or Einstein Bots. While actions can typically be invoked through frameworks such as InvocableActionService, this specific action is restricted to flows.

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