--- schema_version: "1" id: dd8f164549bbeb02013bbb6653cd874efd8bcc4de94792a9e6274bd6e8da01b2 title: Configure Your Agent collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_parent_configure.md canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 1ddb64e1a00e1405271821a33083bbd73abad6846a93d52784dda1eb9ae869c3 description: Customize your agent so that it fits your company’s use cases. Learn how to use Agentforce Builder and agent assets, including subagents, actions, filters, and variables, so that you can customize out-of-the-box solutions or create your own. products: - Agentforce - Cross Cloud release: "264" --- # Configure Your Agent Customize your agent so that it fits your company’s use cases. Learn how to use Agentforce Builder and agent assets, including subagents, actions, filters, and variables, so that you can customize out-of-the-box solutions or create your own. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png) Note Beginning in April 2026, agent topics are now called subagents. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation. - **[Agent Script](https://help.salesforce.com/s/articleView?id=ai.agent_script.htm&release=264.0.0&type=5)** Get to know the language for building agents in Agentforce Builder. Whether you’re working in Canvas view, Script view, or chatting with Agentforce to build and customize your agent, you’re writing Agent Script. Use Agent Script to build predictable, context-aware agent workflows that don’t rely solely on interpretation by an LLM. - **[Building Agents in Canvas View](https://help.salesforce.com/s/articleView?id=ai.agent_canvas.htm&release=264.0.0&type=5)** Get to know the features of Agentforce Builder’s Canvas view that help you build powerful and reliable agents with Agent Script. - **[Build, Extend, and Troubleshoot with Agent Optimizer in Agentforce Builder (Beta)](https://help.salesforce.com/s/articleView?id=ai.agent_optimize_dev.htm&release=264.0.0&type=5)** Focus on what you want your agent to do, not how to configure or fix it. Agent Optimizer is a built-in coding agent that extends, refines, and troubleshoots your agents directly in Agentforce Builder, at no additional cost. Explore use cases and considerations for working with Optimizer. - **[Choosing an AI Model for a Subagent](https://help.salesforce.com/s/articleView?id=ai.agent_subagents_model.htm&release=264.0.0&type=5)** Choose the right AI model for each part of your agent to balance response speed, accuracy, and reasoning depth. - **[Subagents](https://help.salesforce.com/s/articleView?id=ai.agent_topics_parent.htm&release=264.0.0&type=5)** A subagent is a particular job an agent can do. Collectively, the subagents assigned to your agent define the capabilities your agent can handle. Learn about subagents in Agentforce Builder and the legacy builder. - **[Agent Actions](https://help.salesforce.com/s/articleView?id=ai.copilot_actions.htm&release=264.0.0&type=5)** Actions are how agents get things done. Agents include a library of actions, which are the tools an agent can use to do its job. For example, if a user asks an agent for help with writing an email, the agent first selects a subagent, then it launches an action that drafts and revises the email and grounds it in relevant Salesforce data. - **[Variables](https://help.salesforce.com/s/articleView?id=ai.agent_parent_variables.htm&release=264.0.0&type=5)** With variables, your agent can store and reuse values that help it with reasoning and interactions. Variables work differently in Agentforce Builder and the legacy builder. - **[Set Up File Uploads for an Agent](https://help.salesforce.com/s/articleView?id=ai.agent_file_upload_configure.htm&release=264.0.0&type=5)** Add file upload support to your agent, so your users can share screenshots, receipts, and PDFs. Your agent can interpret individual files or a group of files, answer questions based on one or more files, and add files to a Salesforce record. - **[Create a Filter to Control Access to Subagents and Actions in the Legacy Builder](https://help.salesforce.com/s/articleView?id=ai.agent_asset_filters.htm&release=264.0.0&type=5)** Create filters for subagents and actions to make sure that your agent can use them in a conversation only when certain conditions are met. You can limit access based on any variable you specify. For agents on customer channels, we recommend using filters to require authentication for subagents and actions that perform tasks for a user. - **[An Agentforce Guide to Context Engineering](https://help.salesforce.com/s/articleView?id=ai.agent_context_engineering.htm&release=264.0.0&type=5)** Context engineering is the art and science of giving your AI agent the right information, tools, and instructions to achieve its goals. #### See Also - [_Trailhead_: Agent Customization: Quick Look](https://trailhead.salesforce.com/content/learn/modules/agent-customization-quick-look) - [_Trailhead_: Agent Customization with Flows](https://trailhead.salesforce.com/content/learn/modules/agent-customization-with-flows) - [_Trailhead_: Agent Customization with Prompt Templates](https://trailhead.salesforce.com/content/learn/modules/custom-service-agents-with-prompt-builder-and-agentforce) - [_Trailhead_: Agent Customization with Apex](https://trailhead.salesforce.com/content/learn/modules/agent-customization-with-apex)