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Business Rules Engine
Reference an Expression Set or Decision Table in an Agent Action

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Reference an Expression Set or Decision Table in an Agent Action

After you activate an expression set or decision table, create an agent action that references it, then map its variables to the agent action's inputs and outputs.

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 create a custom agent action: Manage AI Agents AND the required permissions for your agent type

Before you begin, activate the expression set or decision table as an agent action.

  1. From Setup, find and select Agentforce Assets. To scope the action to a single agent instead of the asset library, create the action from within the agent in Agentforce Builder instead.
  2. Click the Actions tab.
  3. Click New Agent Action.
  4. From the Reference Action Type dropdown, select either Expression Sets or Decision Tables.
  5. From the Reference Action dropdown, select the expression set or decision table that you want to use. This list includes only active expression sets or decision tables.
  6. Give the agent action a label and API name, and enter a description.
  7. Enter the loading text for the action, and descriptions for the inputs and outputs.
  8. For each input, specify whether it's required and whether the agent should collect it from the user.
  9. For each output, specify whether to include it in the agent's context and whether to show it in the conversation.
  10. Finish creating the action.

The agent action calls the active version of the expression set or decision table at runtime and returns its output values to the agent.

Important
Important You can’t deactivate an expression set or decision table that is used as an agent action. First delete the agent action, and then deactivate the expression set or decision table.

See Also

 
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