Agentforce Grid Columns

Agentforce Grid uses data columns to connect your CRM and Data 360 data and action columns to do things with the data. The columns build on each other, from left to right.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.

Data Columns

Column	Description
Data Model Object	Pulls data from Data 360
Object	Pulls CRM data

Action Columns

Column	Description
Agent	Brings in an existing Agentforce Agent
Agent Test	Batch-tests agents by using test utterances
AI	Creates inline prompts and uses LLMs to generate, summarize, or extract content
Evaluation	Contains evaluations and metrics for evaluating agents and prompt templates
Formula	Builds custom expressions by using Salesforce Expression Language
Invocable Action	Accesses standard and custom invocable actions
Lookup	Imports related records
Prompt Template	Adds an existing prompt template from Prompt Builder
Text	Creates a writable space to add your own text
Update Record	Writes values from the worksheet back to a field in CRM
Web Search	Uses an LLM to search the web for relevant content

Column Settings

Every column contains these fields:

Field	description
Column Name	The name of the column. You can change the name by editing the column.
Run Settings	Options for running the column automatically when the worksheet updates and adding run conditions.
Apply Mode	Run Per Row: Use this mode when you’re referencing data in another column or when you want the same value replicated across all rows Import: Use this mode when you’re generating or querying a list of items and want the resulting list split into different rows.

Field

description

Column Name

The name of the column. You can change the name by editing the column.

Run Settings

Options for running the column automatically when the worksheet updates and adding run conditions.

Apply Mode

Run Per Row: Use this mode when you’re referencing data in another column or when you want the same value replicated across all rows

Import: Use this mode when you’re generating or querying a list of items and want the resulting list split into different rows.

Referencing Columns

Query against columns by referencing them. To reference a column, @ mention it or, if you’re working in SOQL, pass the values in as strings. For example:

SELECT Id, Subject, Status, Priority, ActivityDate, OwnerId, WhatId, CreatedDate
FROM Task
WHERE WhatId = '{Account.ID}'
ORDER BY CreatedDate DESC

Check that you have the correct syntax so you get the reference you want. For example, {columnName.field} points to a specific JSON key, and {columnName} passes the entire cell data.

Tip

When working in SOQL and with some formulas, format your references as strings to preserve type consistency. For example: '{Account.Id}'.

Column JSON

Many column types include a structured JSON view.

Salesforce
Data Model Object
Lookup
Prompt Template
Agent
Evaluation
Invocable Action

To see the JSON, click a column cell to open a preview panel and click JSON. Use this interactive viewer to search for keys and values. You can also extract a value to a new column by clicking +.