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            Agentforce HR Service Tools

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            Agentforce HR Service Tools

            Get to know the tools included in the Agentforce HR Service Agent template.

            Required Editions

            View supported editions.
            Example
            Example
            Note
            Note For all subagents and tools, a third-party system integration with Workday or SAP SuccessFactors is required. For Workday, this applies to all subagents and tools except Enablement. For SAP SuccessFactors, the integration supports the Get Employee Profile, Get Leave Balance, and Submit Leave Request actions. This integration needs a Mule application. Ensure you have the necessary permissions to use the Mule application.
            • Get Direct Deposit Details Tool
              Employees use this tool to fetch their direct deposit details.
            • Get Enablement Program Tool
              Employees use this tool to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this tool to work. If a manager has more than 2 reportees with the same first and last name, the tool will not work and may bring data for any one of them.
            • Get Expense Items Tool
              Employees use this tool to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport.
            • Get Leave Balance Tool
              Employees use this tool to get their leave balance.
            • Get Past Expense Reports Tool
              Employees use this tool to get past expense reports.
            • Submit Expense Report Tool
              Employees use this tool to submit expense reports.
            • Submit Leave Request Tool
              Employees use this tool to submit a leave request.
            • Update Direct Deposit Details Tool
              Employees use this tool to update their direct deposit details.
            • Update Employee Profile Tool
              Employees use this tool to update their profile information, such as first name, last name, mobile number, address, city, country, email address, province or state, postal or zip code, and pronouns.
            • Get Employee Profile Tool
              Employees use this tool to get their profile information.
            • Get Picklist Items Tool
              Retrieves standardized categories to gather specific data during the conversation before a confidential case is created.
            • Create Confidential Case Tool
              Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists.
             
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