To use an action with an agent, add it to a subagent. An action can be added to multiple subagents. When you add a subagent to an agent, Salesforce makes a copy of the subagent and its actions. Each agent and agent version has its own independent copy of subagents and actions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
| User Permissions Needed | |
|---|---|
| To assign actions to a subagent: | Manage AI Agents AND the required permissions for your agent type |
For best performance, we recommend assigning no more than 15 actions to a subagent.
You can also add an action to your agent when you create a custom subagent.
- From the Agentforce Agents Setup page, launch your agent in Agentforce Builder.
- If your agent is active, deactivate it.
- From the left rail, select Subagents.
- On the Subagents panel, click the name of the subagent you want to add an action to, and then select the This Subagent’s Actions tab.
- Click New.
- Select the action or actions you want to add to your agent from the actions library. Or create a custom agent action.
- To save your changes, click Finish.
The actions you’ve added are assigned to your agent and are visible on the Subagents panel of Agentforce Builder. To test your subagent with your newly assigned actions, restart the preview conversation to apply your changes.
To remove an action from your agent, from the Subagents panel of Agentforce Builder, click the name of the subagent you want to remove an action from, and then select the This Subagent’s Actions tab. From the dropdown menu next to the action, select Remove from Subagent.