Agentforce Builder
UI workspace to design agents, topics, actions, and tests (Metaphor: Crew Type)
Agent User
Salesforce user record that agent uses; defines permissions and data access (Metaphor: Crew Member)
Permission Set
Collection of permissions/settings granted to a user or agent (Metaphor: Toolbelt)
Permission Set Group
Bundle of permission sets assigned together (Metaphor: Tool Shed)
Routing Configuration
Defines how signals are routed to agents based on conditions (Metaphor: Jobsite Gate)
Entry Condition
Criteria that must be met for routing to occur (Metaphor: Checklist)
Signal
Event or input that activates routing or agent behavior (Metaphor: Signature)
Context Variable
Context variables let you map Messaging Session object fields to messaging channels.
For example, to save your agent from having to ask for common information conversationally, you can configure your agent to reference any Messaging Session object field, including the ones populated via a pre-chat form.
This data can even be used as an input for actions. We don’t recommend using context variables for authentication.
Action
Task or behavior executed by an agent (Metaphor: Execution)
Topic
An agent topic is a particular job an agent can do and an essential element of an agent’s reasoning
Session Trace
Agentforce session tracing captures details on agent interactions with users from start to finish. Agentforce session tracing ingests data from different sources (starting with reasoning engine logs) and combines everything under a session ID.
Routing Map
Visual layout of routing paths and conditions (Metaphor: Jobsite Blueprint)
Timekeeper
Tracks agent activity duration and session timing (Metaphor: Timestamp)
Toolbox
Collection of reusable agent components (Metaphor: Tool Cart)
Timecard
Record of agent work sessions and durations (Metaphor: Payroll Sheet)
Work Order
Instruction set for agent tasks and routing (Metaphor: Project Task)
Jobsite Dashboard
Visual summary of agent activity and routing status (Metaphor: Site Overview)
Jobsite Directory
List of agents, topics, and routing paths (Metaphor: Contact List)
Jobsite Plans
Stored configurations for agent behavior and routing (Metaphor: Project Binder)
Jobsite Status
Current state of agent routing and activity (Metaphor: Project Status)
