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You can't upgrade a Sales agent created in the legacy Agentforce Builder in Setup to the new Agentforce Builder in Agentforce Studio. How this affects you depends on whether you're setting up your Sales agent for the first time or you've already created one in the legacy builder.
| 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. |
You can create agents only in Agentforce Builder in Agentforce Studio. Starting the week of August 11, 2026, if you turn on Pipeline Management or Account Management, Salesforce automatically creates your Sales agent in the new builder.
If you already created and activated a Sales agent in the legacy builder, it stays active and exactly as it is. When you're ready to get a Sales agent from the new builder, turn Pipeline Management or Account Management off and back on to automatically create your new Sales agent. Then, deactivate the legacy agent and activate it. If your legacy Sales agent has no customizations, you can use the new agent as is.
If you customized your legacy Sales agent, your new agent doesn't inherit these modifications. Before you activate the new agent, reapply your customizations and test them in the new builder. Because the new Agentforce Builder works differently from the legacy builder, you might need to adjust some customizations to work the way you expect. For example, the new Sales agent's subagents and actions are organized differently. If you added a custom action to a subagent of your legacy agent, make sure that you add it to the corresponding subagent for your new agent.
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