Salesforce Agentforce 360 for Public Sector AP key terms
Salesforce Agentforce 360 for Public Sector AP · Get comfortable with the vocabulary.
- Agentforce
- Related: AI Agent, Agent Builder, Atlas Reasoning Engine
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.
- AI Agent
- Related: Atlas Reasoning Engine, Topic, Action
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.
- Agentic Enterprise
- Related: AI Agent, Agentforce
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.
- Atlas Reasoning Engine
- Related: Topic, Action, Large Language Model (LLM)
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.
- Large Language Model (LLM)
- Related: Grounding, Retrieval-Augmented Generation (RAG)
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.
- Agent Builder
- Related: Topic, Action, Agent Instructions (Agent Script)
The setup interface where an administrator defines an agent's topics, actions, instructions, and channels, then tests and activates it for users or constituents.
- Agent Type
- Related: Agentforce, Agent Builder
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.
- Topic
- Related: Topic Scope Description, Action, Atlas Reasoning Engine
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.
- Topic Scope Description
- Related: Topic, Atlas Reasoning Engine
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.
- Action
- Related: Flow Action, Apex Action, Action Input/Output Schema
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.
- Flow Action
- Related: Action, Apex 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.
- Apex Action
- Related: Action, Flow 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.
- Prompt Template Action
- Related: Action, Einstein Trust Layer
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.
- Agent Instructions (Agent Script)
- Related: Topic, Agent Builder
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.
- Action Input/Output Schema
- Related: Action, Agent Variable
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.
- Agent Variable
- Related: Action Input/Output Schema, Action
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.
- Data 360
- Related: Data Stream, Data Model Object (DMO), Grounding
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.
- Data Stream
- Related: Data 360, Data Lake Object (DLO)
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.
- Data Lake Object (DLO)
- Related: Data Stream, Data Model Object (DMO)
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.
- Data Model Object (DMO)
- Related: Data Lake Object (DLO), Identity Resolution
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.
- Identity Resolution
- Related: Data Model Object (DMO), Calculated Insight
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.
- Calculated Insight
- Related: Identity Resolution, Data 360
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.
- Retrieval-Augmented Generation (RAG)
- Related: Grounding, Vector Search, Large Language Model (LLM)
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.
- Vector Search
- Related: Retrieval-Augmented Generation (RAG), Grounding
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.
- Grounding
- Related: Data 360, Retrieval-Augmented Generation (RAG)
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.
- Public Sector Solutions
- Related: Government Cloud Plus, OmniStudio
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.
- Government Cloud Plus
- Related: Public Sector Solutions, Einstein Trust Layer
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.
- OmniStudio
- Related: Public Sector Solutions, Action
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.
- Business Rules Engine
- Related: Public Sector Solutions, Case Management for Public Sector
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.
- License, Permit, and Inspection Management
- Related: Public Sector Solutions, Case Management for Public Sector
The Public Sector Solutions capability for issuing regulated licenses and permits, tracking applications, scheduling and recording inspections, and applying fees, conditions, and renewals.
- Case Management for Public Sector
- Related: Public Sector Solutions, Human Escalation
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.
- Einstein Trust Layer
- Related: Data Masking, Zero Data Retention, Event Monitoring
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.
- Zero Data Retention
- Related: Einstein Trust Layer, Data Masking
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.
- Data Masking
- Related: Einstein Trust Layer, Zero Data Retention
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.
- Prompt Injection
- Related: Agent Instructions (Agent Script), Agent Access (Agent User)
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.
- Testing Center
- Related: Topic, Action, Agent Builder
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.
- Event Monitoring
- Related: Einstein Trust Layer, Agent Access (Agent User)
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.
- Agent Access (Agent User)
- Related: Flow Action, Event Monitoring
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.
- Human Escalation
- Related: Case Management for Public Sector, Testing Center
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.