Agentforce for Service: Build, Route, and Troubleshoot Service Agent

Assign the agent user and permission sets your service agent needs to run.

Commit, activate, and edit agent versions without breaking a live agent.

Add, edit, and remove subagents to shape what your agent can handle.

Pass a customer's question into a flex template with a free text input.

Activate template versions and learn why an activated version can't be edited.

Spot where masking doesn't apply so you keep sensitive fields out of prompts.

Add a flow-backed action in Builder and require confirmation before it runs.

Write action and input descriptions the LLM uses to pick and fill actions correctly.

See how a subagent's name and description steer which subagent handles a request.

See how your reasoning instructions become the prompt the LLM reads.

Explore how Agent Script defines flow actions and user confirmation.

Force a lookup before a destructive action with a required-workflow pattern.

Set up a routing configuration, messaging channel, and web deployment for your agent.

Set the Route Work action target so conversations reach your agent.

Connect an inbound Omni-Channel flow to your Messaging channel.

Diagnose flow errors that send work to the fallback queue.

Build an escalation flow that hands conversations to a human queue.

Publish a web deployment and republish it after changes.

See a no-code batch test run in Testing Center.

Preview your agent in Builder to catch wrong actions before you submit.

Read the reasoning trace to find why a subagent or action wasn't chosen.

Resolve provisioning and activation errors when your agent won't go live.

Review the known issues and fixes for the Agentforce Service Agents Superbadge.

Build an Agentforce employee agent that uses flow-powered actions to manage tasks.

Customize an Agentforce Service Agent to handle customer inquiries.