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New and Changed Standard Agent Topics and Actions

Quickly add powerful functionality to an agent with new and changed standard agent actions and topics.

Availability of standard agent topics, actions, and related prompt templates or flows can vary by edition and license.

March ‘26

Updated Availability: Scheduling Agent
The Scheduling Agent is now available in Agentforce Studio for both inbound and outbound conversations. However, we still recommend building new agents in the legacy Agentforce Builder until further notice.

February ‘26

New Topic: Marketing Cloud: Campaign Preview Refinement
Helps marketers refine their campaign preview, which is part of the brief. They can refine structure and message content before saving the campaign.

This topic includes one new action.

  • Refine Campaign Preview: Refines and replaces the campaign preview steps for a specific brief based on user input.
Updated Topic: Marketing Cloud: Campaign Planning
Helps marketers create, generate, and save marketing briefs, campaign previews, and campaigns as well as analyze campaigns. It supports multi-channel campaigns, including email and SMS.

This topic includes updates to four actions.

  • Draft a Campaign Brief: A follow up action has been added for the user to create the brief. A user can also create a brief from a file in Salesforce Files.
  • Save Campaign Brief: A follow up action has been added for the user to generate the campaign.
  • Draft a Campaign Preview: To support the campaign preview that is generated as part of the brief, this action now creates a series of campaign messages, or steps, such as email or SMS. This action’s name was updated from “Create a Campaign from a Brief” to “Draft a Campaign Preview.”
  • Save Campaign: This action now uses the brief record ID to create draft campaign components.

This topic includes two new actions.

  • Identify Business Unit: Finds and returns a list of Marketing Cloud business units (BUs) for the current user. This action permits the user to select a BU for the session such that subsequent marketing actions maintain proper access to data spaces and content workspaces.
  • Generate Campaign Insights: Generates insights based on engagement and performance data of a specific marketing campaign.

January '26

Updated Topic: Appointment Management for Field Service
This topic is included in the Scheduling template and the Agentforce Service Agent template.

To enable sending a confirmation email to customers for their requests to cancel, book, or reschedule an appointment, two new subflows were added to the Field Service: Cancel Appointment and Field Service: Schedule Appointment flows.

  • Field Service: Send Confirmation to Customer
  • Field Service: Format Service Appointment Time for Display

To make sure that Agentforce verifies that an appointment is eligible for scheduling changes, these actions were updated.

To make sure that the agent can resolve relative date expressions, such as ‘today’ and 'tomorrow', a new action was added to the topic.

New Topic: ESG Data Collection
Engage with multiple stakeholders and collect environmental, social, and governance (ESG) information.
This topic includes these new actions.
  • Get Vehicle Asset Emission Source Data: Answers questions related to the company's ESG data by retrieving data from vehicle assets and returns a list of vehicleAssetEmssnSrcData objects.
  • Get Sustainability Stakeholder Data: Answers questions related to the stakeholders in the company's ESG data by retrieving stakeholder data related to the stakeholder’s role for the reference object associated with this stakeholder.
  • Manage Sustainability Task Group: Manages a sustainability task group by sending follow-up emails to stakeholders with incomplete tasks in an existing sustainability task group.
  • Get Sustainability Task Group Data: Answers questions related to the task groups in the company's ESG data.
  • Create Sustainability Task Group: Creates a sustainability task group by notifying sustainability stakeholders about ESG data collection activities.
New Topic: FinServ Package Wealth Advisor Client Meeting Preparation (Managed Package)
Help wealth advisors gather, review, and organize client details to prepare for a client meeting.
This topic includes these new actions.
  • FinServ Package Summarize Financial Details: The Summarize Financial Details action provides wealth advisors with a real-time summary of a household and person account’s financial profile within Salesforce Financial Services Cloud.
  • FinServ Package Summarize Financial Goals: The Summarize Financial Goals action finds and retrieves financial goals records based on user input. This action provides a real-time summary of a household and person account’s financial goals within Salesforce Financial Services Cloud.
  • FinServ Package Summarize Portfolio Performance: Provide wealth advisors with real-time summary of an account’s financial profile within Salesforce Financial Services Cloud.
New Topic: FinServ Package Wealth Advisor Client Post Meeting Follow Up (Managed Package)
Help wealth advisors manage post meeting tasks by creating financial goals, and life events. Structure and organize meeting notes.
This topic includes these new actions.
New Topic: Manage Gift Commitments (Beta)
Fulfill donor requests to modify, pause, resume, or close their existing gift commitments or recurring donations.
This topic includes these new actions.
New Action: Match Volunteers to Shifts
The Match Volunteers to Shifts action finds suitable volunteers to fill open shifts based on the time, location, and qualification requirements. The output of this action can be compiled into a list of potential volunteers to be contacted to sign up for the open shift.
New Topic: Account Performance
Summarize an account's financial health, retrieve total revenue, analyze performance metrics, and identify top-selling and bottom-selling products within a specified time period. Help users quickly understand sales trends and financial metrics of an account.
This topic includes these new actions.
New Topic: Account Compliance
Analyze store compliance by using past visits, audits, and customer tasks to identify ongoing retail execution issues and gaps. Help users track consistency and adherence to promotional, shelf, and display standards.
This topic includes these new actions.
New Topic: Last Visit Summary
Get a summary of the most recent store visit, including key activities, compliance outcomes, overdue tasks, and associated order data. Help users streamline visit closure and follow-up activities by providing a snapshot of the most recent account interaction.
This topic includes these new actions.
New Topic: Product Upsell
Summarize product recommendations, personalized sales pitches, and out-of-stock (OOS) analysis based on account history and visit notes. Help users identify growth opportunities and customize their product pitch while in the store.
This topic includes these new actions.
New Topic: B2C Commerce Coupon Management
Help shoppers manually apply coupons to the cart and clearly display complex discounts. This topic uses the existing Get B2C User Access Token action and a new action.
New Action: Get Rule-Based Product Recommendations
The Get Rule-Based Product Recommendations agent action returns recommended products for a quote based on configuration rules in Product Catalog Management (PCM). The action evaluates the products already added to a quote, applies relevant recommendation rules, and returns a list of up to five recommended product IDs and names that can be used in Product Selection workflows in Agentforce.
New Topic: Billing Inquiries
Use Agentforce to help internal teams quickly access and understand key billing information. The Billing Inquiries topic responds to questions about account balances, payment plans, upcoming payment dates, invoice details, and downloadable invoice documents. Users can ask about an account or a specific invoice, and the agent automatically identifies the right billing flow to run. The topic consolidates information from Agentforce Revenue Management Billing so teams can resolve billing questions efficiently and confidently.
This topic includes these new actions.
  • Get Account Balance: The Get Account Balance agent action retrieves a customer’s billing balance for a specific account. It summarizes posted invoices, credits, debits, payments, and refunds to provide a clear view of the net amount due. This action supports quick, conversational inquiries about what a customer currently owes.
  • Get Next Due Payment: The Get Next Due Payment agent action identifies the next upcoming payment for an account. It returns the earliest due date and the total amount due on that date. This action helps teams answer questions about what customers need to pay next.
  • Get Payment Plan Details: The Get Payment Plan Details agent action returns the payment installment schedule for an invoice. It lists each payment amount, date, and status so teams can explain how an invoice will be paid over time.
  • Get Latest Invoice and Document PDF: The Get Latest Invoice and Document PDF agent action retrieves the most recent posted invoice for an account and provides access to its document. This includes a link to download the invoice PDF when available. The action supports common requests such as viewing the latest bill or accessing the corresponding document.