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Partner Cloud
Partner Cloud | Identify Records for Product and Pricebook

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Partner Cloud | Identify Records for Product and Pricebook

Searches for Salesforce records by product name and returns a list of matching record IDs.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein Platform add-on or Agentforce for Service add-on
User Permissions Needed  
To build and manage Service Agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

Action Details

API Name IdentifyRecordsForProductPricebook
Reference Action Type Invocable Action
Reference Action Identify Records for Product and Pricebook
Inputs

recordName, objectApiName

Outputs searchResults
Does this action execute one or more prompt templates? Yes

Examples of Utterances That Trigger This Action

  • Get me the price of product X.
  • Get me the price of product X from price book Y.
  • Compare the price of product X and product Y.
  • Get the price history for product X.
 
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