What it is
Copilot Actions are out-of-the-box AI features embedded across the Salesforce UI. They include record summarization, email drafting, meeting prep, and field auto-fill. Unlike custom Agentforce agents, Copilot Actions work immediately with no setup — they use the Einstein Trust Layer and your existing data.
Why it matters
Copilot Actions deliver immediate AI value without an implementation project. They are the fastest way to show your team what AI can do in Salesforce — and they build confidence for larger Agentforce deployments.
Key components
- Record summarization
- Email generation
- Field suggestions
- Meeting prep
- Search answers
How it connects
Copilot Actions run on the same AI infrastructure as Agentforce. They are available in Lightning Experience across Sales Cloud, Service Cloud, and other Salesforce products.
Good to know
Copilot Actions consume Flex Credits. They are included with Salesforce Foundations but have usage limits. Monitor consumption if you have a large team.
Related terms
Agentforce
Salesforce's AI agent platform that enables businesses to build, customize, and deploy autonomous AI agents across sales, service, marketing, and commerce.
Einstein Copilot
Salesforce's AI assistant built into the Salesforce platform, providing real-time guidance and automation across CRM workflows.
Flex Credits
Salesforce's consumption-based pricing unit for Agentforce — you pay per conversation, not per user license.
Salesforce Foundations
A free ($0) add-on for Salesforce Enterprise Edition and above that unlocks access to Agentforce, Data Cloud, and features from Sales, Service, Marketing, and Commerce clouds.