What Salesforce-AI-Specialist Questions and Answers feature?

When a custom Agent action is not being prioritized correctly by the planner service, the root cause is often missing or improperly defined action dependencies. The planner service determines the execution order of actions based on dependencies defined in the action instructions. To resolve this, the AISpecialist must explicitly specify dependent actions using their API names in the custom action’s configuration. This ensures the planner understands the sequence in which actions must be executed to meet business logic requirements.

Salesforce documentation highlights that dependencies are critical for orchestrating workflows in Einstein Bots and Agentforce. For example, if Action B requires data from Action A, Action A’s API name must be listed as a dependency in Action B’s instructions. The Einstein Bot Developer Guide states that failing to define dependencies can lead to race conditions or incorrect execution order.

In contrast:

Profiles or custom permissions (B) control access to the action but do not influence execution order.

LLM model provider and version (C) determine the AI model used for processing but are unrelated to the planner’s sequencing logic.

Action Instructions are critical for defining how a custom Agent action should be executed, ensuring alignment with the intended user experience. They provide step-by-step guidance to the bot or LLM on logic, data handling, and integration workflows, directly impacting how users interact with the action. For example, clear instructions prevent errors in API calls or data processing, ensuring seamless interactions.

Salesforce documentation states that poorly defined instructions lead to mismatched expectations, while well-structured instructions ensure the action behaves predictably. This aligns with delivering a consistent user experience.

A refers to user invocation, which is handled by dialogue flows, not instructions.

B is incorrect because the LLM selects actions based on context/intent, not instructions.

To accessexternally-hosted models, such as a large language model (LLM) hosted on AWS, theModel Builderin Salesforce is the appropriate tool.Model Builderallows teams to integrate and deploy external AI models into the Salesforce platform, making it possible to leverage models hosted outside of Salesforce infrastructure while still benefiting from the platform's native AI capabilities.

Option B, App Builder, is primarily used to build and configure applications in Salesforce, not to integrate AI models.

Option C, Copilot Builder, focuses on building assistant-like tools rather than integrating external AI models.

Model Builder enables seamless integration with external systems and models, allowing Salesforce users to use external LLMs for generating AI-driven insights and automation.

Salesforce AI Specialist References:For more details, check the Model Builder guide here:https://help.salesforce.com/s/articleView?id=sf.model_builder_external_models.htm