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Creating custom agent actions

Key Takeaway

A custom agent action wraps functionality you build, such as a flow, so an agent can run it. Create it in the asset library to reuse it across multiple agents. Create one to replace a standard action after you add or remove inputs or outputs in that action's flow or prompt template.

A custom agent action lets an Agentforce agent run Salesforce functionality you build yourself, such as an autolaunched flow, an Apex invocable method, or a prompt template. You wrap that functionality in an agent action. Then you write the descriptions and choose the input and output settings that tell the agent what the action does and when and how to use it.

What a custom agent action runs

A custom agent action points to a reference action. The reference action can be:

  • An invocable method or a REST Apex class
  • An external service
  • An autolaunched flow
  • A MuleSoft API
  • A prompt template

Build the reference action first, then create the agent action that uses it.

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