What is Outline the Agent’s Work in Agentforce architecture?

In Agentforce architecture, describe the jobs, topics, actions, data, and escalation paths the agent needs. This guide explains the design decisions, controls, and implementation checks needed to apply the pattern in production.

An agent's scope becomes implementable when broad goals are decomposed into specific jobs. Each job should identify the user intent, required information, permitted actions, completion signal, and exception path.

This outline becomes the bridge between a business process and Agentforce configuration. It also makes scope creep visible before new capabilities silently expand the agent's authority.

Business process flowchart for managing an incoming sales lead with an AI agent
Official Salesforce visual used as a temporary reference. Source:Salesforce Trailhead — Agentforce Agent Planning

Describe work as bounded jobs

  • Group related intents into subagents with clear responsibilities and non-overlapping descriptions.
  • Give each action one purpose and specify the conditions under which it may be selected.
  • Identify the authoritative data required for the job and avoid passing unrelated context.
  • Define completion, refusal, retry, and human escalation as first-class outcomes.

Build the work map

  1. List top user requests from real workflow evidence rather than imagined prompts.
  2. Map every request to subagent, inputs, actions, outputs, and owner.
  3. Mark high-impact actions and add eligibility, approval, and audit requirements.
  4. Remove jobs that lack reliable data, a safe action path, or an accountable owner.
Further reading

Resources

This Tucario article is based on the following Salesforce learning and product documentation.

Continue the architecture path
ControlVariables and Action Filters

Hide actions from the model when deterministic business conditions are not satisfied.

ControlConditional Logic for Agent Context

Route prompts and action paths from explicit variables and evaluated conditions.

ControlFlows, Actions, and Permissions

Combine deterministic automation and platform access controls.