QuestionQ293

Implementation Strategies

Universal Healthcare plans to implement an Agentforce Service Agent to help patients with common inquiries and provide medication summaries. It must manage sensitive tasks, such as confirming a patient’s identity by email or phone before retrieving medical history.

How should the Service Cloud Consultant configure the Agentforce Service Agent’s actions?

  • A Employ standard topics and actions for general inquiries, and create custom topics and actions using Apex, Flow, or Prompt Builder for sensitive tasks.
  • B Implement only custom actions for all patient interactions to ensure complete control over data privacy and security from the outset.
  • C Utilize standard actions for all tasks, as they are pre-configured to handle sensitive data securely without additional setup and are industry best practices.
Explanation

Standard Agentforce actions can support common capabilities and can be customized for an organization’s use case. Custom actions can invoke Apex, autolaunched flows, or prompt templates, allowing the identity-verification and medical-history workflow to enforce the required access controls and business logic before protected data is retrieved.

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