Agent API actions in Flow and Apex

Key Takeaway

Salesforce recommends custom agent invocable actions for most use cases. Choose the standard Agent API invocable actions when you need to manage the agent session itself, not just get a task done.

A flow or an Apex class can call an Agentforce agent through an invocable action, so the agent can do work without a person typing in a chat window. There are two kinds of these actions. Custom agent invocable actions handle the conversation for you and fit most needs. Standard Agent API invocable actions give direct control over an agent session for advanced cases.

Calling an agent from a flow or Apex class

You can call an Agentforce Service agent, an Agentforce Employee agent, or Agentforce (Default) from a flow or an Apex class by using invocable actions. Because these actions work from anywhere you can invoke a flow or Apex class, they fit background or event-driven tasks, such as summarizing a case.

Starting June 17, 2025, Agentforce (Default) gets no new features or improvements and isn't available in new Salesforce environments. Salesforce recommends migrating to an Agentforce Employee agent.

Agentforce Specialist Study Guide

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0/204Learned

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0/204Learned

Explain how an agent works and its basic building blocks of agent script

0/8

Explain the components and benefits of hybrid reasoning, including how Agent Script functions in Canvas and Script View

0/6

Given a use case, manage deterministic behavior for the agent using mechanisms like filters, variables, and template expressions.

0/8

Given a scenario, select and configure standard topics, custom topics, standard agent actions, and custom agent actions.

0/14

Explain the process for connecting agents to various channels such as digital experience, email, voice, and Slack.

0/9

Explain the security context in which the agent is actually running, and how it impacts agent action execution

0/7

Given a scenario, identify when to use an Employee or Service agent.

0/2

Given a scenario, identify when it's appropriate to use Agent API

0/6

When to use Agent API versus standard channels

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Agent API supported agent types

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Agent API versus Models API

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Agent API versus custom agent actions

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Agent API versus other Agentforce APIs and SDKs

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Agent API actions in Flow and Apex

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Agent API actions in Flow and Apex

Key Takeaway

Salesforce recommends custom agent invocable actions for most use cases. Choose the standard Agent API invocable actions when you need to manage the agent session itself, not just get a task done.

Calling an agent from a flow or Apex class

Starting June 17, 2025, Agentforce (Default) gets no new features or improvements and isn't available in new Salesforce environments. Salesforce recommends migrating to an Agentforce Employee agent.