Where should the Agentforce Specialist go to add/update actions assigned to a copilot?

The correct answer is A. Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab. Salesforce provides three specific locations to manage copilot actions: the Copilot Actions page (a dedicated list view for all actions tied to the copilot), the record page for a specific copilot action (for editing an individual action's details), and the Copilot Action Library

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Question

Options

ACopilot Actions page, the record page for the copilot action, or the Copilot Action Library tab
BCopilot Actions page or Global Actions
CCopilot Detail page, Global Actions, or the record page for the copilot action

How the community answered

(62 responses)

A
94% (58)
B
5% (3)
C
2% (1)

Explanation

Salesforce provides three specific locations to manage copilot actions: the Copilot Actions page (a dedicated list view for all actions tied to the copilot), the record page for a specific copilot action (for editing an individual action's details), and the Copilot Action Library tab (which provides a searchable catalog of available actions to add). Option B omits the Copilot Action Library tab and incorrectly lists 'Global Actions,' which is a general Salesforce concept unrelated to Agentforce copilot action management. Option C similarly misidentifies 'Global Actions' and the 'Copilot Detail page' as management locations, which are not the correct navigation paths in the Agentforce setup.

Topics

#Salesforce Copilot#Copilot Actions#AI Feature Management

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