sf-ai-agentforce_skill

Overview

This skill describes the standard Salesforce Agentforce platform workflow for building agents using the Setup UI (Agentforce Builder). It covers topic and action configuration, GenAiFunction/GenAiPlugin metadata, PromptTemplate authoring, Einstein Models API usage from Apex, and custom Lightning types for rich inputs/outputs. Use this when you prefer declarative, point-and-click agent development rather than code-first Agent Script DSL.

How this skill works

Configure agents in Setup → Agentforce → Agents by creating topics, writing instructions, and adding actions that map to Flows, Apex InvocableMethods, or PromptTemplates. Register each executable as a GenAiFunction, optionally group functions into a GenAiPlugin, then publish the agent so the Agentforce runtime can plan and invoke actions. For custom AI logic, call Einstein Models API from Apex; for rich UI inputs/outputs, create LightningTypeBundle bundles.

When to use it

• Building agents via the Salesforce Setup UI without authoring .agent files
• Mapping Autolaunched Flows or @InvocableMethod Apex to agent actions
• Reusing prompts across agents and Flows with PromptTemplate metadata
• Creating rich input forms or formatted outputs with custom Lightning types
• Registering grouped actions using GenAiPlugin for organization

Best practices

• Deploy Flow/Apex/Prompt targets first, then deploy GenAiFunction, then GenAiPlugin, then publish the agent
• Write explicit, scoped topic descriptions and instructions to guide the LLM planner
• Define required inputs and mark displayable outputs so the agent collects slots cleanly
• Use PromptTemplate variable names exactly (case-sensitive) when binding fields
• Use Einstein Models API in async jobs (Queueable/Batch) for heavy or bulk tasks

Example use cases

• Service agent that looks up order status: Flow target, GenAiFunction wrapper, topic routed by planner
• Employee agent that runs a payroll validation Apex @InvocableMethod via GenAiFunction
• Knowledge agent that generates personalized replies using a PromptTemplate invoked by an action
• Order management plugin grouping functions: lookup, cancel, and return as a GenAiPlugin
• Custom product detail input form using LightningTypeBundle editor and renderer