Why is "Create a custom Agent action which calls a flow" the correct answer?
In Agentforce, the best way to allow service agents to query order fulfillment status from an external system (Oracle ERP) using natural language is to create a custom Agent action that invokes an existing autolaunched flow.
Key Considerations for This Approach:
Custom Agent Action Triggers the Flow
A custom Agent action is designed to call Salesforce flows, enabling external system integration.
The flow retrieves real-time fulfillment data from Oracle ERP and returns results to the agent.
Enables AI-Powered Query Execution
The Agent can understand natural language and map user utterances to the correct Agent action.
This ensures that agents receive accurate order fulfillment updates quickly.
No Need for Manual Data Entry
Instead of manually searching Oracle ERP, agents can query fulfillment status using AI-powered Agentforce workflows.
Why Not the Other Options?
❌ B. Configure the Integration Flow Standard Action in Agent Builder
Incorrect because Integration Flow Standard Actions are for predefined use cases, not custom ERP integrations.
They do not provide the flexibility needed to connect with Oracle ERP dynamically.
❌ C. Create a Flex Prompt Template in Prompt Builder
Incorrect because Flex prompts are used for structuring AI-generated responses, not executing queries on external systems.
This approach does not enable the AI to retrieve live fulfillment status from Oracle ERP.
Agentforce Specialist References
Salesforce AI Specialist Material confirms that custom Agent actions allow integration with external systems through Salesforce flows.
Salesforce Instructions for Certification mention that Agentforce supports custom Agent actions for external data retrieval.
