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Use Agentforce to Invoke External Service Actions

Add capabilities to agents with customizable actions configured via External Services. Use External Services to declaratively connect your Salesforce org to an external API. After you register an OpenAPI schema, the actions defined in that schema become automatically available as custom agent actions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
  1. Register an external service.
    See Submit an API Spec With a Relative URL, Submit an API Spec With an Absolute URL, Paste the JSON or YAML Formatted Schema Into Your Browser, or Upload a Local File.

    Select the operations that you want to import into your external service registration. If you already have an external service registered, those actions automatically appear as custom agent actions.

    The External Service page with all operations selected.
  2. Create an Agent Action.
    When you create the agent action, you select External Services for the External Action Category. The external service operations are available in the Reference Action field.
    The Create an Agent Action page with a Reference Action Category of External Services and the external service actions appearing in the Reference Action field.
  3. Associate the action with a topic