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Edit an Inbound Lead Generation or Engagement Agent

After you set up and activate an Inbound Lead Generation or Engagement agent, you may find that you want to change it later. To edit an existing agent, you can create a version of the agent or update an existing version.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
User Permissions Needed
To set up Inbound Lead Generation: Configure Inbound Lead Generation Agent
To set up Engagement Agent: Configure Agentforce SDR Agent

These are some of the reasons that ou might want to edit an agent:

  • To change the agent's behavior
  • To add new features to your agent. Some features can be added only by creating a new version of your agent.

To make changes to an agent, you can create a new version of your agent, adjust the settings, and then activate the new version. When you make a new version of an agent, the existing agent settings are copied to the new version. You can then edit the settings and test the agent’s behavior with the Preview window before activating the new version. The current active agent version remains active until you activate a new version.

When you edit an agent version in Agentforce Builder instead of in Salesforce Go, you can no longer edit the version in Salesforce Go. In Salesforce Go, you can see agent versions you’ve customized, but you can’t edit them in Salesforce Go.

For example, if you make changes to the subagents or actions, or add a flow action, you can’t edit that version in Salesforce Go.

When you make a new version of a Builder-customized agent in Salesforce Go, the new version won’t include the changes made in the Builder. New versions always use the default subagents and actions included with the agent template. Any customizations made in Agentforce Builder need to be manually re-created in the Builder for a new agent version.

When Salesforce introduces a new feature for the Engagement agent or Inbound Lead Generation agent templates, you won’t be able to edit an existing agent version until you either update it to the newer enhanced agent template or create a new version. The new version includes the newest features.

There are some agent settings that affect all versions of an agent when changed.

  • Agent Name
  • Agent User
  • Nudge settings (Engagement only)
  • Send as Seller (Engagement only)
  • Require Manual Approval (Engagement only)
  • Prospect assignment rules for leads, contacts, and person accounts (Engagement only)
  • Operating Hours (Engagement only)

To make changes to the settings for an agent:

  1. In Setup, enter Salesforce Go in the Search box and then click Salesforce Go.
  2. Select Sales Cloud from the Cloud menu.
  3. Click Agentforce for Sales.
  4. Expand the appropriate agent section.
  5. Choose the agent that you want to update. The menu indicates which version of the agent is active, if any.
  6. Select the agent version that you want to edit or clone from the Version menu for the agent.
  7. To edit a verison:
    1. To make changes to an inactive version, click Edit or New Version.
    2. To make changes to an active version, click New Version, or deactivate it and then click Edit.
    3. To update a version to include new Agentforce enhancements, click Update. A version must be inactive to be updated.
  8. Update the agent settings and use the Preview window until you’re satisfied with your changes.
  9. Save the new version.
  10. Activate the new version when you're ready.