Agent quick actions are AI-powered, and allow your users to take advantage of
Agentforce directly from record pages. Clicking an agent quick action opens the Agentforce panel
and directs Agentforce to use the subagent underlying the utterance in the agent
panel.
Required Editions
| Available in: Lightning Experience and the Salesforce mobile app |
| Available in: Enterprise, Performance, and Unlimited
Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform
add-ons. |
You can add agent quick actions to an object’s page layout using the page layout editor, or
to the Lightning page using Lightning App Builder.
In order to use agent quick actions in your org, first enable generative AI. Your org must also have an
active Agentforce (Default) agent or at least one Agentforce Employee agent. If there are
multiple agents active in an org, the agent being used must contain at least one action whose
description matches that utterance. For example, for a “summarize contact” agent quick action
to work, the “Summarize Record” action must be added to a topic to the active agent currently
being used. You can also configure agent quick actions to route utterances to a specific agent
instead.
Users must have access to at least one agent in your org in order to use the agent quick
action functionality on record pages. For information on granting users access, see Give Users Access to Agentforce (Default) or Manage Employee Agent Access in Salesforce Help.
If they don't have access to an agent, they still see the agent quick action on record pages
by default, but can't access the functionality. Admins can use page layouts or visibility
rules to limit access to agent quick actions to users who don't have access to agents.
