The Entities page
The Entities page lists every entity your org has built, as cards or a table. Click one to open the builder. → What an entity is
The Entities page
A domain filter in the header narrows the list to what one domain serves; + creates a new entity. Both views sort by name. The table also sorts on any column and adds a Home Domain column, showing who maintains each entity. → Domain management
A card shows the entity’s name, object and API name, description, whether it is active, and what it carries — fields, lists, metrics, enrichments. Give every entity a description: the card shows it, and Get Catalog ships it to agents choosing between your entities.
Entity actions
Each entity has five actions, in the card’s ⌄ menu or the table’s row menu.
| Action | What it does |
|---|---|
| Edit | Opens the builder. Same as clicking the card |
| Preview | Opens preview without opening the builder |
| Copy | Duplicates the whole configuration onto a new entity for the same object |
| Make Default | Promotes this entity to answer for its object |
| Delete | Removes the entity and everything it uses |
Copy an entity
Copy duplicates the source’s draft: fields, instructions, related lists, references and elements. You name the copy up front. It is never the object’s default, and it starts Inactive with no versions.
The copy records its source entity and the version that entity was serving. Write access never carries through a copy; re-enable it deliberately. Change the copy, point one agent at it, and leave the original serving everything else.
The builder
The builder is one canvas, arranged the way the payload is:
Core Record Related Objects
Formulas Metrics
Enrichment Filters
Referenced ObjectsClick a card to edit it, or a + Add … card to add one. The entity’s instruction sits above the canvas. The header carries the name, description, an Active / Inactive badge, and Preview, Versions, Activate and Save.
Under the header, a bar shows the entity’s home domain, plus Unsaved Changes or Edited Draft when your draft is ahead of what agents receive. The first wants Save, the second wants Activate. With neither badge, the draft and the active version match.
Save writes the draft. Agents keep assembling from the active version until you Activate, and preview reflects even unsaved edits. → Versions
Entity settings
Hover the title and click the cog for name, API name, description and — for a named entity — home domain. Unlike the rest of the builder, these save immediately.
The name changes freely; the API name must stay unique. Domains and elements follow a rename automatically. An Agentforce action or MCP client that names the old API name stops working, and past usage history stays under the old name.
Notes
- A metric you create from the canvas saves to the shared library immediately. Adding it to this entity still waits for Save.
- Add and remove formulas, enrichments and filters on the canvas; author them only on their own library page, so every entity carrying one means the same thing. → Elements
- ContextWorks asks domain managers for a home domain when they create or copy an entity. Admins don’t see that prompt.
- Domain managers see entities outside their domains read-only, with a banner naming the reason.