Get Started with Agentforce Agents and Copilot

Bring the power of conversational AI to your business with Agentforce Agents and Copilot. Build a trusted and customizable AI assistant that empowers your users to get more done in Salesforce.

You can build custom copilot actions from Apex code. Also, some copilot functionality is available through our Metadata API and Tooling API.

With Agent Builder, developers can enhance copilot capabilities by creating custom actions using Apex, flows, or prompt templates. This unique extensibility empowers developers to tailor Agents and Copilot to their business needs. To use your Apex code in a custom action, you must annotate your method with @InvocableMethod. This annotation makes the action available in Agent Builder for configuration. The following sample code shows an Apex class that uses this annotation.

To learn how to turn an invocable Apex method into a custom Copilot action, check out these resources.

Manage actions and customize the planner service using our Metadata API.

  • GenAiFunction: Represents a Copilot action that can be added to Agentforce Agents and Copilot.
  • GenAiPlanner: Represents a planner that uses a large language model (LLM) and a reasoning strategy to decompose a given task into smaller subtasks, identify the most suitable actions for each subtask, and invoke them.

Manage actions and customize the planner service using our Tooling API.

  • GenAiFunctionDefinition: Represents a Copilot action that can be added to Agentforce Agents and Copilot.
  • GenAiPlannerDefinition: Represents a planner that uses an LLM and a reasoning strategy to decompose a given task into smaller subtasks, identify the most suitable actions for each subtask, and invoke them.