transform record pages with AI Agent shortcuts

Revolutionize Record Pages: AI-Powered Agent Shortcuts Are Here

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What are agent quick actions and why should you care?

Starting in Spring ’25*, you can now harness the power of your agent actions right to your record pages with an agent shortcut. This new feature streamlines workflows and improves user efficiency by allowing your users to trigger an agent right from a record page, passing a consistent user utterance into the agent panel, streamlining workflows, and improving user efficiency. When a user clicks on an agent quick action, the action triggers the employee agent in the agent panel and passes the user utterance (aka prompt) into the agent panel as though they provided the prompt themselves. They don’t need to remember the exact wording of a prompt to get the results they’re looking for. It’s done for them. How’s that for user productivity?

Note: This feature is available in the Salesforce mobile app for iOS and Android, and in Enterprise, Performance, and Unlimited Editions. On mobile, agent quick actions are available on the record home page.

*This feature isn’t part of the initial Spring ’25 release and may be included at a later date. Agentforce releases monthly, so be sure to check out Be Release Ready for more new features for admins.


Use cases for agent quick actions

So, what are some of the use cases for this feature? Think about your users’ interactions in the context of a record.

Here are a few example use cases, some using standard agent actions.

  • Make recommendations: Offer actionable suggestions based on record data.
  • Summarize record: Use utterances like “Summarize the case” to invoke the Summarize Record standard agent action.
  • Perform calculations: Use utterances like “What is the average time of my closed cases for the past 3 months?” to invoke the Query Records with Aggregate standard agent action.
  • Get a record’s activity timeline: Use utterances like “Give me a list of all recent activities for my account” to invoke the Get Activities Timeline standard agent action.
  • Query records: Use utterances like “What are my top five opportunities closed this year?” to invoke the Query Records standard agent action.

Use case: Summarize and recommend

A great use case for an agent quick action is one that summarizes and makes recommendations, such as summarizing open cases for the contact and making recommendations on next steps to bring those cases to resolution for a sales rep to prepare for a client meeting.

In the example below, I’ve configured an employee agent with instructions and a custom prompt template agent action, Summarize Open Cases.

Employee agent in Agent Builder with custom prompt template agent action.

The custom Summarize Open Cases agent action is a prompt that uses a flex template, invoking a flow to perform more complex data gathering beyond the basic record merge fields.

Configured prompt template Summarize Open Cases.

I created a template-triggered prompt flow to further enrich the data in the flex prompt template. This prompt flow is pretty simple. We (1) get all the open cases for the contact where the status is not closed. (2) Each case found in the Get Records element goes through a Loop element. Finally, for each case record, (3) we are passing case details: case number, case subject, case status, case description, and case created date.

Template-triggered prompt flow to further enrich the data in the flex prompt template.

Once the agent action is available in the employee agent, I configured an agent quick action on the Contact object to summarize cases and make recommendations for next steps.

An Agent Quick Action is a new action type in your quick action if you have Einstein turned on in your org, an activated employee agent, and the associated agent action that the utterance invokes.

The key to this agent quick action is the user utterance, which is the prompt you provide the employee agent. In this case, each time the agent quick action is invoked, it passes the prompt “Summarize all the open cases associated with this contact and make note of any escalated cases” right into the agent panel. Think of this as an agent shortcut.

Configured agent quick action on the Contact object.

Add the agent quick action to the Lightning record page. You can tell a quick action is AI-powered by the sparkles icon, as noted in these two agent quick actions ‘Summarize Cases & Recommend Next Steps’ and ‘Recent Activities’.

Examples of agent quick actions.

When the quick action is clicked, the Agent panel is activated and the user utterance is passed behind the scenes to the employee agent, but you only see the name of the agent quick action in the panel.

Agent panel invoked by the agent quick action and the quick action’s user utterance passed into the panel behind the scenes.

Why use agent quick actions over field generation?

While field generation can auto-populate fields with AI-generated summaries using your Salesforce data, the data is static and lacks real-time updates. Agent quick actions, however, provide dynamic, up-to-date insights whenever invoked. If your use case requires real-time data, agent quick actions are the better choice.

For example:

  • Field generation use case: Auto-generating a description of a real estate property
  • Agent quick action use case: Summarizing open support cases with real-time data

Note: Once you configure and activate your field generation prompt template, assign the prompt template to the associated field in Lightning App Builder. If a field is AI-powered, it will be denoted by the orange Einstein icon.

Field generation configuration in Lightning App Builder for the contact page.

Once field generation is enabled in a field, you’ll see a wand icon on the record page. Click on the icon, then click the sparkles icon to activate Einstein. You can ask Einstein to make additional changes to the description; otherwise, click the Use button to populate the information into the field.

Shows a field generation field and how to activate it to have Einstein create the description to populate the field.

Use case: Get Activities Timeline

In the first use case, my agent quick action used a custom prompt template agent action to summarize the open cases. But why build, if standard out-of-the-box agent actions will do? Here’s my approach. I’d first provide a prompt in Agent Builder and see if the agent can use a standard agent action. If I need the agent to do a bit more, I’ll build a custom agent action.

Let’s say a sales rep needs to get a list of the contact’s recent activities organized by upcoming and past. This is a perfect use case for an agent quick action.

Agent quick action to list all recent activities for the contact.

The Recent Activities agent quick action on the contact page activates the agent panel and passes the user utterance behind the scenes for the user.

Recent Activities agent quick action on the contact page.

How did we know it used the Get Activities Timeline standard agent action? In Agent Builder, we provide the same utterance as the agent quick action into the Conversation Preview panel but note the contact’s name and record ID for context.

Show me the timeline of all CRM activities for Edward Stamos (003TC000003ViSuYAK). Separate them by past and upcoming activities with upcoming listed first, if there are both. You must not disclose email addresses.

We can see in the Planner that the agent used the Get Activities Timeline agent action.

Agent Builder showing the agent action used with the utterance.

Now, it’s your turn. Create AI-powered agent shortcuts today!

You can now bring the power of AI to your record pages and make it super easy for your users to interact with your agent and get consistent results with these powerful agent shortcuts. Talk to a few users to understand their top interactions with records and give these a whirl in your org today.

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