Agentforce8% of the exam
Agent Builder topics, instructions, prompts and testing
Write topic classification descriptions, scopes and instructions that route and guide an agent, maintain versioned Prompt Builder templates, test changes safely with the conversation preview and Testing Center, and deploy from sandbox to production.
Explain how to maintain, update, or install prompts and instructions in Agent Builder (light testing, conversation preview).
~8 min read · 10 practice questions ·
What the exam expects
- Fix misrouted requests by rewriting topic names and classification descriptions so topics don't overlap.
- Write topic scope and instructions that are short, specific and single-purpose, and know when a rule belongs in an action instead.
- Update a Prompt Builder template's grounding, preview the resolved prompt against a record, and save and activate a new version.
- Use the conversation preview for light testing, knowing it shows the chosen topic and action and that live testing runs real actions.
- Move tested agent and prompt changes from a sandbox to production as metadata.
Key facts
Topic selection uses
- Detail
- Topic name and classification description, plus recent conversation
Classification description length
- Detail
- 1-3 sentences
Instructions read
- Detail
- Only after the topic is selected
Instruction field limit
- Detail
- 131,072 characters; shorter performs better
Instruction order
- Detail
- Not followed in listed order; use one sequenced instruction or a filter
Business rules
- Detail
- Build into an action (such as a flow), not instructions
Prompt preview shows
- Detail
- Resolved Prompt and Response for a chosen record
Template in use by features
- Detail
- The active version only
Save As options
- Detail
- New Version (same API name) or New Template (new API name)
Prompt template types
- Detail
- Sales Email, Field Generation, Record Summary, Flex
Live Test and legacy preview
- Detail
- Run real actions and change org data
Simulate mode
- Detail
- Mock data, no org changes, still consumes credits
Topics renamed
- Detail
- Subagents, April 2026, same functionality
Sources for this section (5)
- Which two topic fields does the agent compare with a request to pick a topic?
- Why does a business rule belong in a flow-based action rather than a topic instruction?
- Why might a related field show blank in a prompt template's Resolved Prompt?
- What must you do after editing a prompt template before users see the change?
- When should you use Simulate rather than Live Test?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 28 lessons of the Platform Administrator guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (10 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams