VoiceCallInsightAction

Represents a suggested follow-up action derived from a voice call insight. VoiceCallInsightAction manages recommended steps—such as sending an email, creating a task, or scheduling a meeting—that address specific moments, including competitor mentions, pricing discussions, or objections. This object is available in API version 66.0 and later.

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Important

Supported Calls

describeSObjects(), getDeleted(), getUpdated(), query(), retrieve()

Special Access Rules

Einstein Conversation Insight must be enabled and the user requires the Conversation Insights for Sales permission set.

Fields

Field	Details
ActionCategory	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The category that classifies the purpose of the action. Possible values are: `FollowUp` `NeedsAttention`
ActionReferenceId	Type reference Properties Filter, Group, Nillable, Sort Description ID of the record associated with the generated action. This field is a relationship field. Relationship Name ActionReference Refers To VoiceCallInsightReason
ActionType	Type picklist Properties Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort Description The specific type of action to be performed for the insight. Possible values are: `CreateCalendarEvent` `CreateTaskWithDate` `EciCreateCallback` `EciScheduleMeetings` `EciSendCallResponse` `ViewContactProfile` The default value is `CreateTaskWithDate`.
CompletionDateTime	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the action was completed.
Name	Type string Properties Filter, Group, idLookup, Sort Description Required. The name of the insight action.
Status	Type picklist Properties Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort Description The status of the insight action. Possible values are: `Active` `Completed` The default value is `Active`.
VoiceCallInsightId	Type reference Properties Filter, Group, Sort Description Required. ID of the VoiceCallInsight record associated with a voice call. Each record represents the call insight of a specific recording or transcript within a call. This field is a relationship field. Relationship Name VoiceCallInsight Relationship Type Master-detail Refers To VoiceCallInsight (the master object)

Object Reference for the Salesforce Platform

VoiceCallInsightAction

Supported Calls

Special Access Rules

Fields