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Change the Search Provider for Agentforce Account Management

Agentforce Account Management uses a default search provider for the Search The Web action to retrieve web data for account research. To optimize search quality and data recency for your accounts, change the search provider to one of your choices. Your agent uses the selected search provider for all web research requests, including interactions in Slack.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
User Permissions Needed
To set up Agentforce Account Management:

View Setup

AND

Modify All Data

OR

Customize Application
To configure a Sales agent:

Manage AI Agents

AND

Manage Agentforce Employee Agents

OR

Customize Application
Note
Note When you add the Search The Web agent action, Salesforce returns publicly available search results from external sources in agent responses. Salesforce doesn't review or verify this content. Results can include inaccurate or objectionable information. Use of web search is subject to the applicable Salesforce terms.

See Also

Set the Search Provider

To edit your agent, it must be in a draft state. If your agent is committed, create a draft.

  1. From the App Launcher, enter Agent, and select Agentforce Studio, and then click Agents.
  2. Select the Sales agent.
  3. In the Explorer panel, expand Subagents and select the Web Retrieval subagent.
  4. Under Actions Available For Reasoning, expand Search The Web.
  5. Next to the Search Provider input, click the value dropdown menu, and then select Create a variable.
    To enter a provider directly instead of using a variable, if the value shows Agent Populated, select Remove variable. Click the value again, select Empty String, and then enter the provider name.
    The Create Custom Variable dialog opens.
  6. In the Create Custom Variable dialog, enter a name for the variable and configure the variable's settings.
  7. In the Default Value field, enter one of the supported search providers: BrightData, OpenAI, or you.com.
    If you don't specify a provider, the action uses you.com by default.
  8. Click Create.
  9. Save your changes.

Set the Search Provider in the Legacy Builder

  1. From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
  2. Select the Sales agent, and click Open in Builder.
  3. If your agent is active, deactivate it.
  4. In Agentforce Builder, open the Sales Research subagent.
  5. Select This Subagent's Actions.
  6. Select Search The Web.
  7. Click Edit Action.
  8. In the Inputs section, go to Search Provider, and select a search provider from the Configuration Value dropdown menu.
  9. Save the action.