Open Agentforce Panel

The Open Agentforce Panel interaction opens an Agentforce side panel in the Salesforce desktop interface so users can work with an agent without leaving the page.

Overview

The Open Agentforce Panel interaction opens an Agentforce side panel within the Salesforce Lightning desktop interface. Use it to give users one-click access to an AI agent right next to the record or data they are working on — without leaving the page.

Unlike the Invoke Agentforce Agent interaction, which sends a message to an agent behind the scenes and captures the response, Open Agentforce Panel surfaces the conversational panel itself so the user can chat with the agent directly.

---

Configuration

• Add an On Click interaction to the triggering component (e.g., an "Ask the Agent" button).
• Action Type: Select Open Agentforce Panel.
• Agentforce Panel ID: The ID of the Agentforce panel to open. This is the agent's bot ID.

Finding the Bot ID

Retrieve the botId for your agent by checking the URL within the Agent Builder in Salesforce Setup.

If you don't provide a bot ID, the panel opens using the last used agent.

---

Important Considerations

• Desktop only: The interaction opens the panel within the Salesforce Lightning desktop interface.
• The agent must already exist: This interaction opens a panel for an existing agent — build and activate your agent in Agentforce Studio first.
• Last-used fallback: Leaving the Agentforce Panel ID empty is a valid configuration — the panel simply reopens with whichever agent the user interacted with last.