Agentforce Platform | Answer Questions with Salesforce Documentation (Beta)

Answers a question from a user based on information from relevant Salesforce documentation, including links to source articles. This action is the fallback solution if a user makes a request in Setup to the agent and there’s no action available to complete that request. This action can also be added to other agents, such as the Employee agent in Lightning Experience.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions

User Permissions Needed
See Common User Access for Standard Agent Actions.

Note

Answer Questions with Salesforce Documentation is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this beta service is at the Customer's sole discretion.

Action Details

API Name	AnswerQuestionsWithSalesforceDocumentation
Reference Action Type	Standard Action
Does this action execute one or more prompt templates?	Yes
Required Setup	If you haven’t set up and configured Data 360, see Data 360 Features and Learning Path.

Considerations

When generating responses, the action uses only Salesforce documentation.
The Answer Questions with Salesforce Documentation action translates answers, Help article titles, and Help articles into the language selected by the Salesforce user.
On occasion, translated text still contains English words if the translated version of that word isn't available.
Some text, such as technical terms and UI text, aren’t translated by the LLM to prevent inaccuracies.
If an article in Salesforce Help isn’t translated into a users preferred language, users can switch the article to their preferred language from the language drop-down at the bottom of the page.