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New and Changed Standard Agent Actions and Subagents

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

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

August ‘26

New Subagent: Engagement Insights
Finds engagement data for contacts, leads, or person accounts.
This subagent includes this action:
  • Get Marketing Engagement Activities: Retrieves engagement history for up to five contacts, leads, or person accounts to help non-marketing users personalize outreach and follow-ups.
New Subagent: Email Templates
Finds email templates from Distributed Marketing campaigns.
This subagent includes this action:
New Subagent: Subagent Completion for Field Service
Marks subagents that perform sub-processes as completed.
New Subagent: Appointment Slot Selection by Voice for Field Service
Selects an available time slot for scheduling or rescheduling a service appointment. Used in voice-enabled agents.
Updated Subagent: Appointment Slot Selection by Text for Field Service
Selects an available time slot for scheduling or rescheduling a service appointment.
New Subagent: Appointment Retrieval by Voice for Field Service
Finds the appointment that the user is inquiring about. Used in voice-enabled agents.
Updated Subagent: Appointment Retrieval by Text for Field Service
Finds the appointment that the user is inquiring about.
New Subagent: Donor Meeting Notes
Capture, edit, and save notes from donor meetings as Interaction Summaries in Salesforce.
This subagent uses these actions:
  • Identify Record by Name: Searches for a matching Account record when the user provides a donor name. Explicitly passes the Account parameter.
  • Query Record: Searches for a matching Account record when additional identifying information is provided (donor ID, contact info).
  • Prepare Donor Meeting Notes: Transforms raw donor meeting notes into a structured summary with key discussion points and next steps.
  • Create Interaction: Creates a new interaction record linked to the confirmed donor account. Derives the name from the meeting subject or uses a default. Sets startDateTime to today.
  • Create Interaction Summary: Creates the Interaction Summary record with the prepared notes and next steps, linked to the interaction and confirmed donor account.
New Subagent: Donor Task Management
Create tasks and reminders to follow up with donors.
This subagent uses these actions:
  • Identify Record by Name: Searches for a matching Account record when the user provides a donor name. Explicitly passes the Account parameter.
  • Query Record: Searches for a matching Account record when additional identifying information is provided (donor ID, contact info).
  • Create a To-Do: Creates a new task or reminder for the donor, setting the relatedToId field to the Account ID.
  • Extract Fields and Values From User Input: Extracts fields and values from the user’s request when updating an existing task. Receives the task’s record ID, objectType "Task", and the user’s original request.
  • Update Record: Applies changes to an existing task record using the output from the Extract Fields and Values From User Input action.
  • Get Record Details: Retrieves the details of a record, including object fields and values, records from related lists, and associated tasks and events.

July ‘26

Updated Agent for New Agentforce Builder: Field Service Dispatching
Supports Field Service dispatchers in their daily tasks.

The template includes updated subagents and actions.

Updated Agent for New Agentforce Builder: Field Service Scheduling for Employee
Support Field Service employees by letting them manage appointments.

The template includes these new subagents:

  • Contact Identification for Field Service: Identifies the relevant contact as a required first step before the user can access appointment scheduling or other services.
  • Incomplete Request for Field Service: Responds when the agent can’t fulfill the user's request.
  • Off Topic for Field Service: Handles all off topic user communication, including small talk and general communication that does not fall under appointment management.
New Action: Enrich Account in ZoomInfo
Enriches account data from ZoomInfo including employee count, funding information, technologies used, and other data.
New Action: Find Potential Prospects
Finds potential prospects based on job titles and account context. Searches Salesforce records and other sources for job titles at different seniority levels and returns a list of potential prospect information.
New Action: Qualify Account
Qualifies an account based on research data and qualification criteria. Queries account signals internally to generate an Account Point of View summary explaining why the account is or isn’t qualified for prospecting.
New Action: Validate Prospects
Validates a prospect against Ideal Customer Profile criteria by using LLM-based evaluation. Returns whether the prospect is valid, a confidence score, and an evaluation summary.

June ‘26

Updated Agent for New Agentforce Builder: Field Service Scheduling
Supports customers with appointment management needs, answers common inquiries, and escalates complex issues.

The updated agent includes these dedicated subagents:

  • Appointment Management Gateway for Field Service: Serves as the single gateway to the Field Service Appointment Management functionality, which handles user requests to schedule, reschedule, cancel, or get information about service appointments.
  • Appointment Scheduling for Field Service: Implements the process of scheduling a service appointment. The process starts with a user requesting to schedule a new appointment, it then matches the work type, confirms the address, suggests appointment slots, and finally schedules the service appointment.
  • Appointment Rescheduling for Field Service: Implements the process of rescheduling a service appointment. The process starts with a user requesting to reschedule an existing appointment, it then suggests appointment slots, and finally reschedules the service appointment.
  • Appointment Cancellation for Field Service: Implements the process of canceling a service appointment. The process starts with a user requesting to cancel an existing appointment and ends with the cancellation.
  • Address Confirmation for Field Service: Requests the user's approval for the suggested appointment address and updates the confirmation status according to the user’s answer.
  • Appointment Slot Selection for Field Service: Selects an available time slot for scheduling or rescheduling a service appointment.
  • Schedule Execution for Field Service: Confirms and finalizes the scheduling or rescheduling of a service appointment after a time slot is selected.
  • Appointment Retrieval for Field Service: Finds the appointment that the user is inquiring about.
  • Appointment Information for Field Service: Displays information about an existing appointment to the user.
  • Customer Verification for Field Service: Verifies the customer's identity as a required first step before they can access appointment scheduling or other services. This subagent only handles the verification process, not the actual scheduling. Never grants access to sensitive data that includes confidential, private, or security-protected information (PII).
  • Contact Creation for Field Service: Facilitates the creation of a new Contact record in Salesforce for verified guest users. Collects necessary personal information to create a new Contact profile.

The updated agent includes these new dedicated actions:

Updated Subagent: Commerce Promotions
The responses from the agent are no longer purely text-based. To receive enhanced responses, remove the actions from the subagent, add them back, and republish your agent.

These actions have been added to the Commerce Promotions subagent:

New Subagent: Account Health Monitor
Monitor customer account health and proactively identify at-risk revenue across your B2B Commerce stores. The Account Health Monitor subagent provides comprehensive insights into customer purchasing patterns, revenue trends, and category-level engagement, helping you detect early warning signs of churn and take action before accounts disengage. By analyzing 360-degree customer profiles, year-over-year revenue changes, order recency, and dropped product categories, this subagent enables account managers and merchandising teams to prioritize retention efforts, create targeted win-back campaigns, and strengthens relationships with at-risk customers to protect and grow revenue.

This subagent uses these actions:

  • Get Customer Profile: Retrieves a 360-degree customer profile including revenue, ordering behavior, and top product categories for a specific account and store.
  • Get Account Revenue Trend: Identifies accounts with declining year-over-year revenue for a specific store.
  • Get At Risk Accounts: Identifies at-risk accounts by order recency and year-over-year revenue decline for a specific store.
  • Get Account Category Churn: Retrieves product categories that an account stopped purchasing from for a specific store.
New Subagent: Inventory Analytics
Optimize inventory management by identifying slow-moving and stale products across your B2B Commerce stores. The Inventory Analytics subagent surfaces products that haven't sold within a specified time frame, helping you take proactive action to improve stock turnover and cash flow. By analyzing product sales velocity and identifying dead stock, this subagent enables merchandising teams and inventory managers to implement targeted strategies such as promotional discounts, category reassignments, or inventory clearance initiatives, reducing carrying costs and freeing up warehouse space for higher-performing products that drive revenue.

This subagent uses these actions:

New Subagent: Order Fulfillment Analytics
Monitor order fulfillment peformance and returns processing across your B2B Commerce stores. The Order Fulfillment Analytics subagent provides comprehensive insights into your fulfillment pipeline efficiency and product return patterns, helping you identify operational bottlenecks and quality issues that impact customer satisfaction. By analyzing order status breakdowns, delayed shipments, on-time delivery rates, return rates, top returned products, and return reason trends, this subagent enabled operations teams and merchandising managers to address fulfillment delays proactively, improve product descriptions and quality, reduce return rates, and optimize the end-to-end order fulfillment workflow to meet service level expectations and enhance the customer experience.

This subagent uses these actions:

  • Get Order Pipeline: Provides an analysis of the returns fulfillment order pipeline, including that status breakdown, delayed orders, and on-time delivery rate for a specific store.
  • Get Returns Analysis: Provides an analysis of product returns for a store, including return rates, top returned products, reason breakdown, and monthly trend.
New Subagent: Sales Revenue Analytics
Analyze revenue performance and identify growth opportunities across your B2B Commerce stores. The Sales Revenue Analytics subagent provides comprehensive insights into product trends, customer segment performance, store-level revenue metrics, and top performers, helping you make data-driven merchandising and business decisions. By tracking month-by-month revenue and sales volume trends, comparing customer segments by country or behavior, monitoring period-over-period store performance through Data Cloud, and identifying your highest-performing products or customers by selectable metrics, this subagent enables merchandising teams, sales managers, and business leaders to identify high-growth areas, detect declining trends early, customize strategies to specific segments, allocate resources effectively, and replicate successful patterns to maximize revenue growth.

This subagent uses these actions:

  • Get Product Trend: Returns month-by-month product revenue and units trend with overall growth classification for a specific store.
  • Get Segment Performance: Compares customer segments (by country or behavior classification) for a specific store, returning revenue, orders, customers, AOV, growth compared with prior period, and revenue share.
  • Get Revenue Summary: Provides store-level revenue metrics with period-over-period comparison for a specific store by querying Data Cloud.
  • Get Top Performers: Identifies the top-performing products or customers by a selectable metric (revenue, units, frequency, growth) for a specific store.
New Subagent: Subscription Bundle Setup
Streamline the creation and configuration of subscription product bundles for your B2B Commerce stores. The Subscription Bundle Setup subagent guides you through the complete bundle configuration process, from initial creation to subscription assignment, helping you efficiently launch subscription offerings with proper billing models and proration policies. By creating static product bundles with child products, querying setup state and checklists, listing available selling models and proration options, assigning subscription configurations, and updating product attributes such as category, entitlement policy, and pricing at scale, this subagent enables merchandising teams and product managers to reduce bundle setup time, prevent configuration errors by using validated options, ensure all required components are properly configured, and quickly bring subscription products to market with confidence.

This subagent uses these actions:

  • Get Bundle Status: Queries a bundle's full setup state and returns the checklist with suggested next steps.
  • Update Product Settings: Updates these fields for one or more products or bundles: category, entitlement policy, pricing, and inclusive pricing (applicable for bundles only(.
  • List Subscription Options: Lists the available selling model and proration policies.
  • Assign Subscription: Assigns a selling model and proration policy to a product or bundle.
  • Create Product Bundle: Creates a static product bundle with optional child products and category assignment.
New Subagent: Subscription Product Setup
Streamline the creation and configuration of subscription products for your B2B Commerce stores. The Subscription Product Setup subagent guides you through the complete product setup process from initial product creation to subscription assignment, helping you efficiently launch subscription offerings with proper billing models and proration policies. By creating simple products with essential details, querying setup state and checklist for identifying incomplete tasks, listing available selling models and proration options, assigning subscription configurations with validated option names, and updating product attributes such as category, entitlement policy, and pricing, this ubsagent enables you to reduct product setup time, prevent configuration errors, ensure all required settings are properly configured before products go live, and quickly bring subscription products to market while maintaining catalog consistency.

This subagent uses these actions:

  • Create Product: Creates a simple product with name, SKU, and optional description.
  • Update Product Settings: Updates these fields for one or more products or bundles: category, entitlement policy, pricing, and inclusive pricing (applicable for bundles only).
  • Assign Subscription: Assigns a selling model and proration policy to a product or bundle.
  • List Subscription Options: Lists the available selling models and proration policies.
  • Get Product Status: Returns configuration state and checklist for a product.

May ‘26

New Action: Extract Data from Document
Use the new Extract Data from Document action to extract structured data from digital and scanned documents using MuleSoft for Flow: Intelligent Document Processing (IDP). This action is available to users with the MuleSoft for Flow: IDP add-on license. This action was introduced in Spring ‘26.
Updated Availablity: Billing Inquiries
The Billing Inquiries Subagent, now available with the Billing Service Assistance Agent, helps customers, partners, and sales reps manage billing inquiries with access to balances, payment dates, invoices, payment plans, and real-time invoice charge breakdowns.
New Subagent: Billing Collections Management
Use Agentforce to help teams quickly assess and act on customer account health. The Billing Collections Management subagent provides an at-a-glance view of financial standing, highlighting high-risk invoices based on payment history, disputes, and outstanding balances, along with recommended next actions.
This topic includes these new actions.
  • Get Account Billing Summary: The Get Account Billing Summary action generates a comprehensive financial health overview for a specific account. This action identifies active disputes and collection plans while providing insights into payment history, expiring payment methods, and aging metrics to help prioritize collection efforts.
  • Get Dunning Strategy: The Get Dunning Strategy action assesses an account’s financial health, ongoing collection efforts, prior interactions, payment history, and open disputes to recommend the most effective engagement and recovery approach. By using AI-driven insights, such as invoice risk scores and communication patterns, it suggests the optimal dunning orchestration, including targeted reminders, calls, or, in higher-risk scenarios, actions like applying late fees, suspending services, or escalating the case.
New Subagent: Deal Analysis
Quickly catch up on deal activity and identify blockers without searching through emails or call transcripts. Use AI to get instant deal overviews, summarize recent meetings, and prepare for follow-up actions using suggested buttons or specific questions.
This topic includes these new actions.
  • Get Conversation Transcript: Gets a transcript for a voice or video call. This can be used to automate updates to records based on conversation data.
  • Search Conversations: Searches voice and video call transcripts for specific topics or keywords.
New Subagent: Provider Network Search and Queries
Use Agentforce to help patients and members get information related to their in-network providers. The Provider Network Search and Queries subagent answers provider network and discovery questions using FHIR-aligned, CMS-compliant APIs and delivers accurate, conversational, and interoperable experiences across portals and contact centers.
This topic includes this new action.
  • Generate Provider Directory Search Payload: The Generate Provider Directory Search Payload action generates the payload for searching the provider directory based on the user's utterance. It summarizes the JSON generated by the Generate Provider Directory Search Payload prompt template.
New Subagent: Member Data Queries
Use Agentforce to help patients and members get information related to their coverage and health history. The Member Data Queries subagent answers member data questions using PDex FHIR-aligned, CMS-compliant APIs to deliver accurate, conversational, and interoperable experiences across portals.
This topic includes this new action.
  • Generate Member Search Payload: The Generate Member Search Payload action generates the payload for searching the member details based on the user's utterance. It summarizes the JSON generated by the Generate Member Search Payload prompt template.
New Subagent: Participant Summary
Review a participant's history and program involvement in seconds by using the Participant Summary subagent of the Participant Management agent. The subagent analyzes recent interaction notes, benefit disbursements, upcoming tasks, and related records to provide a consolidated view of a client's progress. Use these insights to foster more empathetic conversations and focus your time on the participant's immediate needs rather than manual research.
This subagent includes this new action:
  • Prepare Participant Summary: Assist staff working with program participants by generating an overall summary for a participant, including related records, or by providing summaries of related records.