Create Actions from Named Query API

USER PERMISSIONS NEEDED
To work with Named Query API:	Allows users to create, read, update and delete Named Query API records
To use an agent with actions based on Named Query APIs:	Either View Developer Name or View Setup and Configuration

With Named Query API, you can create custom SOQL queries (Named Query APIs) in Setup, then expose them as agent actions in Agent Creator.

Enable Named Query APIs for Agent Actions

From Setup, in the Quick Find box, enter User Interface and then select User Interface.
On the User Interface page, select Enable Salesforce Platform REST API, Named Query for Agent Actions.

After you create a Named Query API, it appears in Setup > API Catalog. You must manually activate the Named Query APIs in the API Catalog to make them available as agent actions.

Use Named Query APIs as Agent Actions

Create and save Named Query APIs to make them available as agent actions. See Named Query API in the REST API Developer Guide.

To access a Named Query API in Agent Creator, follow these steps.

From Setup, in the Quick Find box, enter assets, and then select Agentforce Assets.
Click Actions in the Agentforce Asset Library.
Click New Agent Action.
Select API from Reference Action Type.
Select Salesforce Named Query API from Reference Action Category.
Select an action from Reference Action.

Users executing named queries must have read access to the data being queried.

Note