Exercise 2: Extend Agents with Topics and Actions

In this exercise, you’ll create a new topic, wire it into the Topic Selector for routing, and add an Apex-based action so your agent can search for storefronts by name. You’ll validate routing and action behavior using Preview and Interaction Details.

Step 1: Create the Storefront Search topic

Next, use the Authoring Agent to create a new topic.

1. In Agentforce Builder, click the + sign besides Topics in the explorer.

2. Select Create new topic.

3. Set the following values:

   Field	Value
   Name	Storefront Search
   Describe the job you want the topic to do	Help users locate storefronts or restaurants by name and confirm the correct storefront based on user input.

4. Click Create and Open.

5. Paste the following into the Instructions Section:

   Assist the user in locating a storefront or restaurant by its name. Ensure the process is user-friendly and prioritizes accuracy.

6. Click Save to save the changes.

Step 2: Add the topic to the Topic Selector

1. Expand the Topic Selector folder in the explorer and open the topic.

2. Open the Authoring Agent by toggling the right panel.

   

3. Enter the following prompt into the Authoring Agent dialog.

   Add the new storefront search as transitions to the topic selector.

4. Click Accept All.

5. Click Save to save the changes.

Step 3: Test topic routing

1. Click Preview to test the agent.

2. Enter the following prompt:

   Can you search for a restaurant for me?

3. Press Enter on your keyboard.

4. Click on the entry next to Transition to Topic in the Interaction Details section on the right, and explore the reasoning details.

   

Step 4: Create an Apex-based action (storefront search)

Next, you’ll create a topic with an Apex-based action so the agent can search storefront records by name.

1. In the Explorer, Select the Storefront Search Topic

2. Click on the plus icon besides Actions, and select Create an action.

   

3. Enter Store Search as action name and click Create and Open.

   

4. Enter the following information:

   Field	Value
   Description	Retrieves store information based on a user query.
   Reference Action Type	Apex
   Reference Action	Get Storefronts by Name
   Outputs - Storefronts	Select checkbox Show in conversation

5. Click Save.

6. Open the Storefront Search topic again from the the explorer view.

7. Under Actions Available For Reasoning, expand the store Store Search action.

   

   TIP

   Per default the action inputs are defined in a way that the LLM selects which value it should pass to the action.

8. Click Save.

Update the Storefront Search Topic Agent Script

1. In the Storefront Search Topic, Switch the current view from Canvas to Script.

2. Click inside of the Script Editor and open the search (CMD + F on Mac or CTRL + F on PC).

3. Search for the Store_Search action.

   

4. Find the storefronts output and make the following changes:

   1. Update the output type to list[object]
   2. update the complex_data_type_name to @apexClassType/c__AgentStorefrontActions$StorefrontSummary

   

5. Click Save.

Step 5: Test the storefront action

1. Click Preview.

2. Enter the following prompt:

   Provide me information about the fusion bites restaurant

3. Press Enter on your keyboard.

4. Click on Action: Store Search in the Interaction Details area and review the action inputs and outputs.

Summary

You created a Storefront Search topic, added it to the Topic Selector so the agent can route correctly, and extended the topic with an Apex-based Store Search action to retrieve storefront details. You then tested both routing and action execution in Preview using Interaction Details.