Set Up HR Agentforce Assets Before Activation

Configure the dependencies that each HR Agentforce asset needs before you activate it. Most assets use connector authentication, Service Catalog Item setup, or both, plus a few asset-specific variables.

Required Editions

View supported editions.

Every HR Agentforce asset except the Confidential Case Management subagent depends on one or both of these setup procedures, in any order. Complete the procedures that the asset table names, and then set any asset-specific variables.

Connector authentication

Authenticate the connector in the asset's autolaunch flow.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open the prebuilt autolaunched flow for your asset.
Select Save As to create a flow version.
In the Set Input Values element, enter your connector credentials.
Save and activate the flow.

Service Catalog Item setup

Set up a Service Catalog Item (SCI) for each non-Get action, such as a Create, Submit, Change, or Swap action.

In Unified Catalog, create the SCI from its item template if it doesn't exist.
Copy the Service Process ID from the item's URL (for example, 01tSB000008sq9tYAA).
In the agent instructions, replace the <service_process_id> placeholder with this ID in every instruction chunk, at the subagent level or action level, that references the SCI.
If an asset has multiple actions that map to different SCIs, repeat these steps for each action. Match each placeholder to the Service Process ID of its own SCI.

Setup requirements by asset
Agent / subagent / actions	Setup before activation
Agent: Goal Management Subagent: Goal Management Actions: Get Performance Summary, Create Self Appraisal, Get Employee Goals, Update Employee Goals, Delete Employee Goals	Configure the prebuilt connector in Flow Builder, and then set up connector authentication. Set up the Service Catalog Item for each non-Get action. Subdomain variable: Get your company's subdomain from the external connector's login URL. In the agent script, replace the subdomain placeholder with this value. For example, for employee goal management linked to BambooHR, replace `<bamboohr_subdomain>` with the subdomain from your BambooHR login URL.
Agent: Employee Compensation Agent Subagent: Compensation And Rewards Management Actions: View Salary And Total Rewards	Set up connector authentication with your Paychex connector credentials. No Service Catalog Item setup is required for this action.
Agent: Employee Payroll Agent Subagent: Employee Payroll Management Actions: Get Pay Period, Get Worker Paychecks, Get Payroll Discrepancy, Verify Pay Adjustments, Report Payroll Discrepancy Subagent: Paychex Direct Deposit Management Actions: Get Worker Direct Deposits, Change Direct Deposit Allocation	Set up connector authentication with your Paychex connector credentials. Set up the Service Catalog Item for Report Payroll Discrepancy and Change Direct Deposit Allocation.
Agent: Employee Task Management Subagent: Manage Employee Tasks Actions: Get Open Tasks For Employee, Mark Task As Complete	Set up connector authentication with your HiBob connector credentials. Set up the Service Catalog Item for Mark Task As Complete.
Agent: Onboarding Wizards Subagent: Onboarding Wizards Actions: Get All Onboarding Wizards	Set up connector authentication with your connector credentials. No Service Catalog Item setup is required for this action.
Agent: Time, Attendance & Scheduling Subagent: Shift Swap Actions: Get Employees For Shift Swap, Swap Shifts Subagent: Anomaly Correction (Missed Punches) Actions: Correct Missed Punch	Set up connector authentication with your connector credentials. Set up the Service Catalog Item for Swap Shifts and Correct Missed Punch.
Agent: Direct Deposit Management Subagent: Employee Direct Deposit Management Actions: Get Direct Deposit Details, Submit Direct Deposit Details	Replace these placeholder values in the instructions: Named credential for the Workday connection: Replace `<Named Credential>` with the named credential that connects the Mule application to Workday. Service Process ID: Replace `<productid>` with the Service Process ID (the Unified Catalog Product2 ID that you created). Scope: This subagent updates the details of an existing direct deposit account only. It can't set up a new account or delete an existing one.
Agent: Employee Leave Agent Subagent: Employee Leave Management Actions: Get Leave Balance, Apply For Leave Action	Named credential setup in MuleSoft Direct: From Setup, in the Quick Find box, enter `MuleSoft Direct`, and then select MuleSoft Direct. Turn on the Absence Management API app, enter the required details, and deploy the app. Deployment creates a named credential. From Setup, in the Quick Find box, enter `Named Credentials`, and then select Named Credentials. Copy the API name of your named credential. Named credential for the Workday connection: Replace `<named_credential_value>` with the API name of the named credential that connects the Mule application to Workday. Set up the Service Catalog Item for each non-Get action.
Agent: Employee Expense Management Agent Subagent: Employee Expense Management Actions: Get Expense Items, Get Past Expense Reports, Submit Expense Report	Expense category IDs: Replace `<category_ids>` with a comma-separated list of the expense category IDs. Named credential: Replace `<named_credential_value>` with the named credential for the connection. Set up the Service Catalog Item for Submit Expense Report.
Agent: Employee Profile Management Subagent: Employee Profile Management Actions: Update Employee Profile	Set up the Service Catalog Item for Update Employee Profile. For this asset, use the Omni Process ID (omni process) in place of the Service Process ID when you map the placeholder.
Agent: HR Service Agent Subagent: Manage Employee Resignation Actions: Submit Resignation	Set up the Service Catalog Item for Submit Resignation.
Agent: HR Service Agent Subagent: Employee Job Location Management Actions: Change Job Location	Set up the Service Catalog Item for Change Job Location.
Agent: HR Service Agent Subagent: Employee Workplace Accommodation Management Actions: Request Workplace Accommodation	Set up the Service Catalog Item for Request Workplace Accommodation.

HR Service Agent: Confidential Case Management

Subagent: HR Service Confidential Case Management

Actions: HR Service Get Object Picklist Values, HR Service Create Confidential Complaint

This subagent captures sensitive reports, such as harassment, violence, bias, or offensive language, and routes them to authorized specialists instead of blocking them with the standard content guardrails. Instead of connector authentication or Service Catalog Item setup, this subagent uses custom subagent configuration and a confidential case flow. To set it up:

Subagent override: To handle company-specific keywords or unusual reporting scenarios, override the default subagent with custom instructions. Custom instructions help the agent interpret workplace nuances and route confidential reports that standard guardrails otherwise block.
API Name: If you override or recreate this subagent, set the API Name to inappropriate_content. This identifier lets the subagent capture sensitive reports that the standard content guardrails otherwise block.
Scope field: In the Scope field, paste the categories to capture, such as violence, harassment, bias, or offensive language, so the agent identifies the correct triggers.
Confidential case flow: Configure the instructions to start the confidential case flow when the subagent is triggered.
Required actions: Manually add two actions: HR Service Get Object Picklist Values, to categorize the issue, and Create Confidential Case, to route the report to authorized specialists.
Escalation to a human specialist: To route confidential conversations to a human specialist, override your standard escalation flow, or merge the logic from the Escalate Confidential Complaint flow into your existing configuration.