Cert++
Close

Prompt templates as Agentforce actions

Key Takeaway

To let an Agentforce agent use a prompt template, create a custom agent action that references the template. The action returns text generated by an LLM, so it's probabilistic. Flows, Apex methods and APIs are more deterministic.

You can turn a prompt template into an agent action. An Agentforce agent can then ask a large language model (LLM) to generate text as one step in a conversation. For example, the agent can write a short summary of an opportunity. To set this up, you create a custom agent action that references the prompt template. Then you tune the action's description, inputs and outputs so the agent knows when and how to use it.

What a custom agent action wraps

A custom agent action wraps existing Salesforce functionality, which is called the reference action. The reference action can be any of these:

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

When the reference action is a prompt template, the custom agent action is a prompt template action.

Agentforce Specialist Study Guide

Checklist progress

0/204Learned

Given business requirements, identify when it's appropriate to use Prompt Builder.

0/5

When to use Prompt Builder

Learn this concept

Prompt Builder versus predictive AI

Learn this concept

Prompt Builder versus Agent Builder

Learn this concept

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Agentforce Specialist studiers.