---
isPublished: true
template: "page.peb"
title: "Create and Manage Agent Triggers"
displayName: "Agent Triggers"
description: "Use Agent Builder to configure a Salesforce record trigger, then check and control its Flow in Agent Studio."
category: "support"
contentType: "guide"
audience: "salesforce-admin,salesforce-developer"
tags: "support,salesforce,agent-studio,agent-builder,triggers,flow"
section: "support"
seoTitle: "Create and Manage Agent Triggers in Salesforce"
seoDescription: "Configure an agent for Salesforce record changes. Create its trigger with Agent Builder, then enable, disable, or open the Flow."
seoImage: "/assets/img/support/agentBuilder/agent-triggers/triggers-tab.png"
---

Use a trigger to start an iDialogue agent when a Salesforce record is created or changed.
Agent Builder creates a Salesforce Flow for the selected agent.
Use the **Triggers** tab to check and control that Flow.

This guide uses a Lead Scoring Agent as an example.
The agent checks each new Lead for spam and saves a score and a short reason.

## Before you start

Install and configure the iDialogue Salesforce package.
See [Get Started](/start/index.html) if setup is incomplete.
Your Salesforce user must have permission to edit the agent and manage Flows.
Ask your Salesforce administrator for **Manage Flow** permission if necessary.

## 1. Open Agent Studio

In Salesforce, open **Agent Studio**.

## 2. Select an agent

Open the agent that you want to customize.
Check its name and purpose.
To install an agent first, see [Install an Agent](/build/admin/install-agents.html).

## 3. Configure the agent's task

Open **Agent Builder**.
Describe what the agent must do with the Salesforce record.
For example:

> Check each new Lead for spam. Save a score from 0 to 5 and a short reason on the Lead.

Specify which Lead fields will store the score and reason.
Ask Agent Builder to configure the required instructions, skills, and record fields.
For this workflow, make the required instructions and skills available for **Background** runs.
For general setup, see [Customize an Agent in Agent Studio](/build/admin/customize-agent-studio.html).

## 4. Ask Agent Builder to create a trigger

Describe when the agent must run.
For example:

> Configure this agent to run when a Lead is created. Create the trigger disabled so I can check it first.

Answer Agent Builder's questions about the object, record changes, and conditions.
For record updates, specify which changes must start the agent.
If a trigger already exists, ask Agent Builder to explain it before you request another.

![Agent Builder asks when the Lead Scoring Agent must run](/assets/img/support/agentBuilder/agent-triggers/agent-builder-review.png)

Agent Builder can explain an existing trigger and ask you to confirm the required record changes.

Check the proposed trigger name, object, conditions, and instructions for the agent run.
Select **Create disabled** to check the Flow before you enable it.
Select **Create and enable** when you are ready to start automatic runs.
Select **Revise** if the proposal needs a change.
Read the result before you continue.

## 5. Check the Triggers tab

Click **Triggers**.
Click **Refresh** to check the current Salesforce state.
Check the trigger name, record conditions, state, and Flow version.

![The Triggers tab shows a disabled trigger for new Lead records](/assets/img/support/agentBuilder/agent-triggers/triggers-tab.png)

This example shows **Score new Leads for spam** with a **Disabled** state.

## 6. Control or open the Flow

| Control | Result |
| --- | --- |
| **Enable** | Activates the Flow so records that meet the conditions can start the agent. |
| **Disable** | Deactivates the Flow so it cannot start new agent runs. |
| **Open Flow** | Opens the linked Flow version in Salesforce Flow Builder. |
| **Refresh** | Checks the current Flow state in Salesforce. |
| **Remove** | Disables the Flow and removes the trigger from Agent Studio. The Flow remains in Salesforce Setup. |

After you select **Enable** or **Disable**, check the result.
Click **Refresh** to confirm the state.

To inspect the Flow, click **Open Flow**.
Check the object, record event, entry conditions, and **Run Agent** action.

![Salesforce Flow Builder shows an active Lead record trigger with a Run Agent action](/assets/img/support/agentBuilder/agent-triggers/record-triggered-flow.png)

This example shows the Flow after activation.
Salesforce Flow Builder shows **Active** and a **Deactivate** control.
After a change in Flow Builder, return to Agent Studio.
Click **Refresh**.

## Check an agent run

Enable the trigger before you test it.
For a creation trigger, create a test record that meets the conditions.
For an update trigger, change a test record as specified in the trigger conditions.
Allow time for the Background run to finish.
Check the agent's dialogue and the expected record changes.
For the Lead example, check the saved score and reason.

## If setup fails

Read the error shown by Agent Builder or the **Triggers** tab.
If creation fails, a trigger card or Flow link might not be available.
Correct the reported configuration or permission problem before you try again.

If the Flow exists, use **Open Flow** to inspect it.
If Studio cannot manage the Flow, ask your Salesforce administrator to check it in Salesforce Setup.
After the problem is corrected, return to Agent Studio.
Click **Refresh**.

## Other trigger types

Agent Builder can also create platform event triggers and scheduled triggers.
Specify the event and related record, or the schedule and records to process.
For a schedule, check the proposed date, time, and Salesforce org time zone before approval.

For Flow action settings, see [Run Agent Action](/build/flows/run-agent.html).