Goal Management Subagent
A subagent in the Agentforce HR Service Agent template that handles employee and manager requests to create, retrieve, update or delete performance goals, executing the operations through configured MuleSoft for Flow integration connectors against a connected external HR system.
Recorded characteristics
- Function
- Salesforce documents Goal Management (API name Goal_Management) as a subagent of the Agentforce HR Service Agent template, described as "Handle employee actions related to creating, retrieving, updating, or deleting goal details." It contains exactly four included agent tools: Create Employee Goals, Get Employee Goals, Update Employee Goals and Delete Employee Goals. Salesforce's Agentforce HR Service Actions page lists the same four tools under the Flow Connector Actions heading as Create Performance Goal Action, Update Performance Goal Action, Get Performance Goals Action and Delete Performance Goal Action, stating that "Employees and managers use this tool" to create new performance goals in the connected external HR system, modify details, dates or the status of existing performance goals, retrieve and view current performance goals, and remove performance goals that are no longer relevant or were created in error. The action reference pages give each tool a Standard action type with a Flow reference action and documented inputs and outputs: CreateEmployeeGoals (inputs Goal Description, Issue Date, Subject; outputs Case Number, Status Message, Response Code), UpdateEmployeeGoals (inputs Goal ID, Goal Description, Due Date, Status; outputs Status Message, Response Code), GetEmployeeGoals (input Employee ID; outputs Employee Goals List, Status Message, Response Code) and DeleteEmployeeGoals (input Goal ID; outputs Status Message, Response Code). Each reference page states the action does not execute a prompt template. The documented runtime chain is: employee or manager converses with the HR Service agent, the agent selects the Goal Management subagent, the subagent selects one of the four tools, the tool runs its reference Flow, and the configured MuleSoft for Flow integration connector performs the retrieval or mutation in the connected external HR system. Salesforce states the correct unit of analysis is the subagent: the four actions are "Included Agent Tools" of one Goal Management subagent. The related Create/Update/Delete Performance Goals service-request templates are a separate, non-agent intake path with preconfigured BambooHR connector integration and are not part of this capability record.
- Data access
- Documented inputs and outputs are limited to goal-related and employee-identity data: goal description, subject, issue date, due date, status, goal ID and employee ID, plus returned goal lists, status messages, response codes and (for the create action) a case number. Salesforce's Standard Asset Reference additionally requires employee ID mapping between Salesforce and the external system for the BambooHR connector's Create Goal, Update Goals and Get Goals agent tools. No Salesforce documentation reviewed establishes that this subagent accesses salary, payroll, medical, disciplinary or wider personnel-file data.
- Actions
- Can take actions
- External actions
- Conditional
- Human confirmation
- Not established
- Permission basis
- Separate permissions
- Administrative control
- Documented controls: enabling Einstein Generative AI and Agentforce and setting up the Einstein Trust Layer before creating the agent; creating the agent from the Agentforce HR Service Agent template (a dedicated Goal Management template is also listed, described as managing employee performance goals within BambooHR); reviewing the subagents and actions included with the template and removing any that do not apply; choosing between the Flow Connector (MuleSoft for Flow, no-code) model and the custom Mule application model; verifying that the integration connector is enabled and active in Flow Builder; configuring employee ID mapping for the BambooHR connector goal tools; MuleSoft setup steps (connected app in Anypoint Platform, authentication provider, named credential and external credential, Anypoint connection management); and building-permission requirements of Manage AI Agents with Employee Service: Agentforce, or Manage Agentforce Service Agents with Manage AI Agents, or Customize Application. Salesforce flags the subagent as containing "potentially sensitive actions" and directs administrators to customise it to their security requirements.
- Default state
- Disabled
- Availability
- Documented as part of the Agentforce HR Service Agent template, which Salesforce states is available with Agentforce Employee Agent (AEA). Goal Management is listed under Flow Connector-Based Subagents, described as the recommended path for new implementations. No pilot, beta or limited-availability label appears on the Goal Management Subagent page or the four goal action reference pages as of 2026-09-21. Salesforce separately notes that multilingual support is generally available for a named list of other HR Service actions and is a pilot or beta service for the remaining actions; that multilingual note is not treated as making the goal capability itself pre-GA.
- Licensing
- Requires the Agentforce HR Service Agent template (available with Agentforce Employee Agent) plus a configured MuleSoft for Flow integration connector, or a custom Mule application. Required editions are stated only as "View supported editions" on the reviewed pages.
- External model or provider
- Not established. Salesforce does not identify a runtime model or provider specifically for the Goal Management subagent, and the four goal action reference pages state that the actions do not execute prompt templates.
- Limitations and uncertainty
- Salesforce documentation is internally inconsistent about naming: the Actions index calls these Create/Update/Get/Delete Performance Goal Action while the subagent page and reference pages call them Create/Update/Get/Delete Employee Goals. The four goal action reference pages also each carry an apparently copied sentence stating that the action "initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists using the Escalate Confidential Complaint flow", which contradicts their own stated purpose and documented inputs and outputs; this is recorded as a documentation inconsistency, not as established behaviour. Not established: which external HR systems besides BambooHR expose goal tools (the connector library lists connectors with HR Service actions - 15Five, Asana, BambooHR, Deputy, Drata, Dropbox Sign, Microsoft Entra, Okta, Personio, SharePoint - without naming which expose goal operations); whether Workday or SAP SuccessFactors support goal operations through the custom Mule application model; how employee versus manager scope is enforced and whether manager access extends to direct reports; whether deletion is soft or hard and whether it is reversible; whether any runtime confirmation, approval or identity verification is enforced rather than recommended; the runtime Agent User context and its permissions for this subagent; retry, rollback and failure behaviour; and what is logged for action selection, flow execution, connector calls or goal mutations.
Evidence
- Goal Management Subagent
Supports: Function · Actions · External actions · Admin controls · Permission basis · Primary source
"Handle employee actions related to creating, retrieving, updating, or deleting goal details." API Name Goal_Management.
Included Agent Tools: Create Employee Goals, Get Employee Goals, Update Employee Goals, Delete Employee Goals.
Considerations: verify the integration connector is enabled and active in Flow Builder; each external system stores information differently.
Subagent contains potentially sensitive actions; customise per business security requirements; stated build permissions.
Permissions listed are agent build/enable permissions (Manage AI Agents, Employee Service: Agentforce, Customize Application), not runtime end-user goal permissions.
- Agentforce HR Service Subagents
Supports: Function · Availability · Limitations · Primary source
Goal Management listed among HR Service subagents (previously referred to as topics).
Goal Management appears under Flow Connector-Based Subagents for the no-code MuleSoft for Flow path.
Other HR subagents (leave, expense, payroll, profile, direct deposit, resignation, shift swap, accommodation, confidential reporting and others) are separate subagents and are boundaries.
- Agentforce HR Service Actions
Supports: Actions · External actions · Function · Availability · Limitations · Primary source
Create, Update, Get and Delete Performance Goal actions are listed as Flow Connector Actions for the HR Service Agent template.
"Employees and managers use this tool to create new performance goals in the connected external HR system."
Update modifies details, dates or the status of existing performance goals; Get retrieves and views current goals; Delete removes goals no longer relevant or created in error.
Flow Connector actions described as the recommended path for new implementations using native no-code MuleSoft Flow Connectors.
Custom Integration Actions "require a third-party system integration with Workday or SAP SuccessFactors via a custom Mule application"; goal actions are not listed among them.
- Create Employee Goals Action
Supports: Actions · Data access · Human confirmation · External model · Limitations · Primary source
API Name CreateEmployeeGoals; Action Type Standard; Reference Action Type Flow.
Inputs: Goal Description, Issue Date, Subject. Outputs: Case Number, Status Message, Response Code.
"We recommend configuring your agent to confirm the requester's identity before completing this action" - a recommendation, not a required runtime confirmation.
"Does this action execute one or more prompt templates? No".
Page also carries an inconsistent sentence about creating a case and escalating via the Escalate Confidential Complaint flow.
- Update Employee Goals Action
Supports: Actions · Data access · Function · Human confirmation · Primary source
API Name UpdateEmployeeGoals; Standard action executing the Update Employee Goals Flow.
Inputs: Goal ID, Goal Description, Due Date, Status. Outputs: Status Message, Response Code.
Scope limited to modifying details, dates or status of existing performance goals; no rating, compensation or employment decision documented.
Identity confirmation is recommended for this action, not mandated.
- Get Employee Goals Action
Supports: Actions · Data access · Limitations · Primary source
API Name GetEmployeeGoals; retrieval action distinct from mutation.
Input: Employee ID. Outputs: Employee Goals List, Status Message, Response Code.
Manager access to direct reports' goals is not specified beyond "Employees and managers use this action".
- Delete Employee Goals Action
Supports: Actions · Data access · Human confirmation · Limitations · Primary source
API Name DeleteEmployeeGoals; deletion of performance goals via the agent.
Input: Goal ID. Outputs: Status Message, Response Code.
No mandatory confirmation step is documented for deletion; only the general identity-confirmation recommendation applies.
Deletion semantics (soft versus hard, reversibility, HCM-side policy) are not established.
- Create an HR Service Agent from Template
Supports: Availability · Licensing · Default state · Admin controls · Limitations · Primary source
HR Service Agent template "is available with Agentforce Employee Agent (AEA)"; a Goal Management template is listed as managing employee performance goals within BambooHR.
Template availability tied to Agentforce Employee Agent entitlement.
Organisations must set up Einstein Generative AI, enable Agentforce, create the agent from template and review or remove included subagents and actions before use.
Administrators review included topics and actions and remove those that do not apply.
Multilingual support is generally available for a named list of other HR Service actions and pilot or beta for remaining actions.
- Agentforce HR Service Standard Asset Reference
Supports: External actions · Admin controls · Data access · Primary source
Flow Connector model provides native no-code connectivity to external systems; connectivity behaves per the connector's available triggers and actions.
Employee ID mapping must be configured for the BambooHR connector with the Create Goal, Update Goals and Get Goals agent tools.
Employee identifier matching between Salesforce and the external system is required for goal tools.
- HR Service Mule for Flow Connector Library
Supports: External actions · Limitations · Primary source
Connectors with prebuilt HR Service actions are enumerated, establishing that external execution depends on the specific configured connector.
The library does not state which listed connectors expose goal operations; only BambooHR is documented elsewhere for goal tools.
- MuleSoft Application Setup for Third-Party Integrations
Supports: Permission basis · Admin controls · Primary source
External execution authority is established through a MuleSoft connected app, authentication provider, named credential and external credential configured by administrators.
Documented MuleSoft setup steps for third-party integrations.
- Maintain Trust with Agentforce Actions
Supports: Human confirmation · Permission basis · Primary source
Salesforce recommends building identity confirmation and access control into sensitive action flows; it is guidance, not an enforced control.
Recommends assigning agents the minimum user permissions required; employee-channel agents limit access based on end-user context, while customer-channel agents need additional configuration.
- HR Service Agent Setup
Supports: Default state · Admin controls · Primary source
Setup requires turning on Einstein and Agentforce and creating the agent from template before any HR Service agent function is available.
Setup covers MuleSoft application setup, API specifications, Einstein Generative AI setup and Agentforce enablement.