IdentifyExpansionOpportunitiesAction
Identifies cross-sell expansion opportunities for a single account and creates work suggestions.
| Property | Value |
|---|
| Label | Identify Expansion Opportunities |
| Category | Monetizing Customer Success |
| Since | Summer 2026 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | identify, expansion opportunity, cross-sell, product need fit, whitespace, work suggestion |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
AccountId | Id | Account ID | The ID of the account to identify expansion opportunities for. | Yes |
EventDescription | String | Event Description | Optional description of the event driving identification. Used to determine which policy applies during expansion opportunity identification. | No |
Strategies | List<String> | Strategies | Optional list of identification strategy names that overrides the custom settings. If left empty, the enabled strategies are determined by the custom settings. The available values are: ProductNeedFit and Whitespace. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
QueueableJobId | String | Queueable Job ID | ID of the background job that runs the expansion opportunity identification. | No |
IsSuccess | Boolean | IsSuccess | Indicates whether the expansion opportunity identification was successfully enqueued. | No |
ErrorMessages | String | Error Messages | Any exception messages generated while identifying expansion opportunities. | No |
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