Salesforce Agentforce 360 for Public Sector AP study materials
Salesforce Agentforce 360 for Public Sector AP study resources

Salesforce Agentforce 360 for Public Sector AP key terms

Salesforce Agentforce 360 for Public Sector AP · Get comfortable with the vocabulary.

Agentforce

Salesforce's platform for building, deploying, and managing AI agents that combine large language models with business data, logic, and actions so they can complete tasks instead of only answering questions.

Related: AI Agent, Agent Builder, Atlas Reasoning Engine
AI Agent

A configured software worker that takes a goal, decides which steps and tools to use, carries them out, checks the outcome, and then replies or hands off, without a person directing each individual step.

Related: Atlas Reasoning Engine, Topic, Action
Agentic Enterprise

An operating model in which an organization runs many AI agents alongside employees, delegating routine work across service and back-office processes while people stay accountable for exceptions and judgment calls.

Related: AI Agent, Agentforce
Atlas Reasoning Engine

The Agentforce component that reads a request, selects the right topic, plans and invokes actions, reviews what comes back, and repeats that loop until it can give a final answer.

Related: Topic, Action, Large Language Model (LLM)
Large Language Model (LLM)

A model trained on very large text collections that generates and interprets language; in Agentforce it reasons over a request and drafts responses but does not by itself know your agency's records.

Related: Grounding, Retrieval-Augmented Generation (RAG)
Agent Builder

The setup interface where an administrator defines an agent's topics, actions, instructions, and channels, then tests and activates it for users or constituents.

Related: Topic, Action, Agent Instructions (Agent Script)
Agent Type

The classification of an agent by who it serves and how it runs, for example a service agent answering constituents on a messaging channel versus an employee agent working inside Salesforce on staff requests.

Related: Agentforce, Agent Builder
Topic

A named job an agent can handle, such as checking permit status; it bundles a description, the instructions for that job, and the actions the agent may use when a request matches.

Related: Topic Scope Description, Action, Atlas Reasoning Engine
Topic Scope Description

The plain-language description that tells the reasoning engine when a topic applies; clear, specific wording improves routing accuracy and reduces the chance of the agent choosing the wrong topic.

Related: Topic, Atlas Reasoning Engine
Action

A discrete capability an agent can invoke, such as querying a record, running a flow, or calling an API, defined with inputs and outputs so the reasoning engine can call it reliably.

Related: Flow Action, Apex Action, Action Input/Output Schema
Flow Action

An action backed by a Salesforce Flow, letting an agent run declarative automation such as creating a case or updating a record while respecting the org's existing logic and sharing rules.

Related: Action, Apex Action
Apex Action

An action implemented by an Apex class exposed as an invocable method, used when the logic needs code, complex calculations, or callouts that flows and standard actions handle poorly.

Related: Action, Flow Action
Prompt Template Action

An action that sends a governed prompt template plus merged record data to a model and returns generated text, used for summarization, drafting, or classification within a topic.

Related: Action, Einstein Trust Layer
Agent Instructions (Agent Script)

The natural-language directions that set an agent's role, tone, rules, and boundaries; they shape behavior but must be paired with well-scoped topics and actions to stay dependable.

Related: Topic, Agent Builder
Action Input/Output Schema

The typed definition of the values an action accepts and returns, described with names, types, and descriptions so the reasoning engine knows when to call the action and how to read its result.

Related: Action, Agent Variable
Agent Variable

A named value the agent can store and reuse during a conversation, such as a verified contact identifier or case number, so the person is not asked for the same detail twice.

Related: Action Input/Output Schema, Action
Data 360

Salesforce's data platform that ingests, harmonizes, and unifies information from many sources into a single profile, which agents then query to ground answers in current, trusted records.

Related: Data Stream, Data Model Object (DMO), Grounding
Data Stream

A configured connection that brings data from a source system into Data 360 on a schedule or near real time; streams land raw data that is then mapped into the shared data model.

Related: Data 360, Data Lake Object (DLO)
Data Lake Object (DLO)

The storage representation of ingested data in Data 360, the raw table created by a data stream before any harmonization into a shared, business-aligned model.

Related: Data Stream, Data Model Object (DMO)
Data Model Object (DMO)

A harmonized object in Data 360 that maps source data to a common business definition, such as a unified individual or case, so records can be joined and used for grounding.

Related: Data Lake Object (DLO), Identity Resolution
Identity Resolution

The rule set that decides which records from different source systems describe the same person or entity, linking them into one unified profile using match and reconciliation rules.

Related: Data Model Object (DMO), Calculated Insight
Calculated Insight

A metric computed by Data 360, such as totals, counts, or recency, stored on a unified profile and available to an agent so answers reflect computed facts rather than raw fields.

Related: Identity Resolution, Data 360
Retrieval-Augmented Generation (RAG)

A pattern where the agent first retrieves relevant records or document passages from a trusted source, then passes them to the model so the answer rests on that content rather than model memory.

Related: Grounding, Vector Search, Large Language Model (LLM)
Vector Search

A search method that compares numeric embeddings of text to find passages with similar meaning, letting an agent locate relevant policy documents even when the user's wording differs from the document.

Related: Retrieval-Augmented Generation (RAG), Grounding
Grounding

Supplying an agent with authoritative data, such as records, knowledge articles, or retrieved passages, at the moment it answers, so responses are tied to verified sources and can be cited.

Related: Data 360, Retrieval-Augmented Generation (RAG)
Public Sector Solutions

Salesforce's industry product set for government that adds data models and tools for licensing, permitting, inspections, grants, case management, and constituent service on top of the core platform.

Related: Government Cloud Plus, OmniStudio
Government Cloud Plus

A dedicated, tightly restricted Salesforce environment for public sector bodies, offering US-based data residency, stricter personnel controls, and compliance commitments suited to sensitive government data.

Related: Public Sector Solutions, Einstein Trust Layer
OmniStudio

The declarative toolkit in Public Sector Solutions with OmniScripts, Flexcards, Integration Procedures, and DataRaptors, used to build guided service processes that agents can also invoke as actions.

Related: Public Sector Solutions, Action
Business Rules Engine

A Public Sector Solutions feature that evaluates expression sets against record data to produce consistent decisions, such as eligibility or fee determination, without hand-written code in every place.

Related: Public Sector Solutions, Case Management for Public Sector
License, Permit, and Inspection Management

The Public Sector Solutions capability for issuing regulated licenses and permits, tracking applications, scheduling and recording inspections, and applying fees, conditions, and renewals.

Related: Public Sector Solutions, Case Management for Public Sector
Case Management for Public Sector

The service capability where constituent requests become cases handled by agency staff, with queues, entitlements, and service console features that an agent can create, look up, and update.

Related: Public Sector Solutions, Human Escalation
Einstein Trust Layer

The set of controls between Salesforce and a large language model that masks sensitive data before it leaves, checks responses, blocks harmful content, and logs each transaction without retaining the prompt.

Related: Data Masking, Zero Data Retention, Event Monitoring
Zero Data Retention

A contractual and technical setting under which the model provider does not store the prompt or completion, so agency data is not used for training or kept after the response is returned.

Related: Einstein Trust Layer, Data Masking
Data Masking

Replacing or removing sensitive values such as names, identifiers, or health details before text goes to a model, then restoring them in the response, so the model never sees protected information.

Related: Einstein Trust Layer, Zero Data Retention
Prompt Injection

An attack in which untrusted content or user input carries instructions meant to override an agent's rules, countered by separating instructions from data and limiting what the agent can do.

Related: Agent Instructions (Agent Script), Agent Access (Agent User)
Testing Center

The Agentforce tool for building test suites of utterances and expected outcomes, running them against an agent version, and scoring topic selection and action accuracy before release.

Related: Topic, Action, Agent Builder
Event Monitoring

A Shield capability that captures detailed logs of user and system activity, including agent runs, so agencies can audit who asked what, which actions executed, and whether policy was followed.

Related: Einstein Trust Layer, Agent Access (Agent User)
Agent Access (Agent User)

The permission model that gives an agent its own user and permission set, limiting the records and actions it can reach so it never exceeds what the requesting person is allowed to see.

Related: Flow Action, Event Monitoring
Human Escalation

A designed handoff where the agent recognizes low confidence, a sensitive request, or an explicit ask for a person, and transfers the conversation with context attached to a human queue.

Related: Case Management for Public Sector, Testing Center