When creating a custom action for Einstein Bots in Salesforce (including Agentforce), Action Instructions are critical for defining how the bot processes and executes the action. These instructions guide the bot on the logic to follow, such as API calls, data transformations, or conditional steps. Testing and iterating on the instructions ensures the bot understands how to handle dynamic inputs, external integrations, and decision-making.
Salesforce documentation emphasizes that Action Instructions directly impact the bot’s ability to execute workflows accurately. For example, poorly defined instructions may lead to incorrect API payloads or failure to parse responses. The Einstein Bot Developer Guide highlights that refining instructions is essential for aligning the bot’s behavior with business requirements.
In contrast:
Action Name (A) is a static identifier and does not affect functionality.
Action Input (B) defines parameters passed to the action but does not dictate execution logic.
Thus, iterating on Action Instructions (C) ensures the action performs as expected.
[Reference:, Salesforce Help Article: Create Custom Actions for Einstein Bots, Einstein Bot Developer Guide: "Custom Action Configuration Best Practices" (Section 4.3)., , ]
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