AI Agents35% of the exam
Standard and custom topics and actions
When to use a standard or custom subagent (formerly topic) and a standard or custom agent action, which reference types a custom action can call, how action instructions and input and output settings shape behaviour, how Agentforce Assets copies work, and how versions and activation govern editing a live agent.
Given a scenario, select and configure standard topics, custom topics, standard Agent actions, and custom Agent actions.
~8 min read · 13 practice questions ·
What the exam expects
- Choose a standard subagent or action before building a custom one.
- Pick the reference action type (flow, Apex, prompt template, external service, MuleSoft API) for a custom action from the requirement.
- Configure action instructions and input and output settings: Collect data from user, Require input, Show in conversation, Require user confirmation.
- Explain the Agentforce Assets copy model and keep subagents focused.
- Change a live agent safely with versions and activation.
- Key terms: subagent (formerly topic: a job the agent can do, with instructions and actions); standard asset (a Salesforce-provided subagent or action in the asset library); custom action (an agent action you build on a reference action); reference action (the flow, Apex, prompt template or API the action calls); agent version (an editable draft until activated).
Key facts
Standard actions
- Detail
- Included by default; some require an additional licence or permission
Custom action reference types
- Detail
- Invocable and REST Apex, external services, autolaunched flows, MuleSoft APIs, prompt templates
Actions per subagent
- Detail
- No more than 15 recommended for best performance
Copy model
- Detail
- Creating a version copies assets so every agent and agent version has its own subagents, actions and variables
Asset library edits
- Detail
- Not synced to copies in agents; re-add the updated asset
Show in conversation off for all outputs
- Detail
- The LLM summarizes outputs in natural language
Activated version
- Detail
- Can't be changed, even after deactivation; create a new version
Active limits
- Detail
- One active version per agent; up to 100 concurrently active agents
Sources for this section (6)
- Standard Agent Action Referencehelp.salesforce.com (opens in a new tab)
- Create a Custom Actionhelp.salesforce.com (opens in a new tab)
- Add an Action in the Legacy Builderhelp.salesforce.com (opens in a new tab)
- Create a New Versionhelp.salesforce.com (opens in a new tab)
- Create a Custom Subagenthelp.salesforce.com (opens in a new tab)
- Activate or Deactivate Your Agenthelp.salesforce.com (opens in a new tab)
- Why should an action's copied description be reviewed and revised?
- When should a custom action reference a prompt template rather than a flow?
- When does an asset library update reach an agent that already uses the action?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Specialist pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 26 lessons of the Agentforce Specialist guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (13 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams