Agent Actions in the Legacy Builder
Create and manage actions in the legacy Agentforce Builder.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
- Maintain Trust with Agentforce Actions in the Legacy Builder
Agents connected to employee channels, such as Lightning Experience, the Salesforce mobile app, and Slack, limit access to subagents and actions by default, based on the end user's context. Agentforce Service agents connected to customer channels, such as enhanced Messaging channels and Enhanced Chat, require additional configuration to ensure secure access. As you configure your agent, it's important to think through the security and identification requirements for your use case and only grant your agents the actions and access required to complete the tasks you want them to be able to complete autonomously on behalf of your customers. For sensitive actions, we recommend building customer verification directly into the action’s flow. - Add an Action to a Subagent in the Legacy Builder
To use an action with an agent, add it to a subagent. An action can be added to multiple subagents. When you add a subagent to an agent, Salesforce makes a copy of the subagent and its actions. Each agent and agent version has its own independent copy of subagents and actions. - Create a Custom Agent Action in the Legacy Builder
With custom actions, you can extend your agent with Salesforce functionality so that it’s ready to assist users with tasks specific to your business. Build custom actions using Apex, flows, prompt templates, and API integrations.
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