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            Change the Search Provider for Agentforce Account Management

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            Change the Search Provider for Agentforce Account Management

            Agentforce Account Management uses a default search provider for the Search the Web action. To optimize search quality and data recency for your accounts, change the search provider to one of your choices.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
            User Permissions Needed
            To set up Agentforce Account Management:

            View Setup

            AND

            Modify All Data

            OR

            Customize Application
            To build a Sales Management agent:

            Manage AI Agents

            AND

            Manage Agentforce Employee Agents

            OR

            Customize Application

            Change which search provider your agent uses to retrieve web data for account research.

            1. From Setup, use the Quick Find box to find and select Agentforce Agents.
            2. Select the Sales Agent.
            3. Click Agentforce Builder.
            4. If the agent is active, deactivate it.
            5. In the Subagents section, select the Sales Research subagent.
            6. Click This Subagent’s Actions.
            7. In the actions list, select the Search the Web action.
            8. Click Edit Action.
            9. Under Inputs, locate the Search Provider field.
            10. Select a search provider from the dropdown menu.
            11. Save your changes.
            12. Reactivate the agent.

            Your agent uses the selected search provider for all web research requests, including interactions in Slack.

            See Also

             
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            Salesforce Help | Article