Builder Simulate versus Live Test modes
Key Takeaway
Simulate checks the agent's setup with mock data and changes nothing in your org. Live Test runs real actions and changes real Salesforce data. Salesforce recommends using Simulate first, then Live Test.
The Preview panel in Agentforce Builder lets you chat with an agent before launch. It offers two test modes. Simulate checks that the agent is set up correctly using mock data, without running real actions or changing your org. Live Test runs the agent as if it were activated, so real actions run and Salesforce data really changes.
How to test an agent in the Preview panel
- In Agentforce Studio, go to the Agents page and open the agent.
- Click "Preview".
- Select a test mode: Simulate or Live Test.
- Chat with the agent in the Preview panel by entering a typical user question or request.