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Extend Salesforce with Clicks, Not Code
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            Agent Quick Actions

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            Agent Quick Actions

            Agent quick actions are AI-powered, and allow your users to take advantage of Agentforce directly from record pages. Clicking an agent quick action opens the Agentforce panel and directs Agentforce to use the topic underlying the utterance in the agent panel.

            Required Editions

            Available in: Lightning Experience and the Salesforce mobile app
            Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons.

            You can add agent quick actions to an object’s page layout using the page layout editor, or to the Lightning page using Lightning App Builder.

            In order to use agent quick actions in your org, first enable generative AI. Your org must also have an active Agentforce (Default) agent or at least one Agentforce Employee agent. If there are multiple agents active in an org, the agent being used must contain at least one action whose description matches that utterance. For example, for a “summarize contact” agent quick action to work, the “Summarize Record” action must be added to a topic to the active agent currently being used.

            Users must have access to at least one agent in your org in order to use the agent quick action functionality on record pages. For information on granting users access, see Give Users Access to Agentforce (Default) or Manage Employee Agent Access in Salesforce Help.

            If they don't have access to an agent, they still see the agent quick action on record pages by default, but can't access the functionality. Admins can use page layouts or visibility rules to limit access to agent quick actions to users who don't have access to agents.

             
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