Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Citation Mode for Custom Actions

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Configure Citation Mode for Custom Actions

            With citations mode, custom actions that are created by using prompt templates can be configured to show source URLs in the generated response.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
            User Permissions Needed
            To configure citations mode for actions: Manage AI Agents AND the required permissions for your agent type
              OR
              Customize Application

            Action should be based on a prompt template with at least 1 Einstein Search retriever.

            To see citations in responses, the agent must be activated.

            1. From Setup, in the Quick Find box, enter agents, and then select Agentforce Assets..
            2. On the Actions tab, click to open the custom action that you want to configure.
            3. Under citation mode, Check the Require Input option to enable citations. When enabled, the input parameter gathers a list of sources. This input parameter is available only when the custom action is based on a prompt template.
              Make sure the custom action only uses knowledge articles the requesting user can access.
              Currently, inline citations aren’t available for custom actions that are based on prompt templates.

            See Also

             
            Loading
            Salesforce Help | Article