Articles tagged “agentforce”

25 articles

• Agentforce GenAI and Models API Architecture

  Invoke foundation LLMs natively in Apex and REST via the Models API, protected by the Einstein Trust Layer with zero data retention and PII masking.

• AgentforceAccountManagementSettings in SFDX

  Configure and deploy Agentforce Account Management AI preferences and org-level controls using AgentforceAccountManagementSettings in Salesforce DX.

• AgentforceForDevelopersSettings Metadata Type

  Configure org-level Agentforce for Developers code generation and telemetry preferences using AgentforceForDevelopersSettings in Salesforce DX.

• AgentPlatformSettings Metadata Type in SFDX

  Configure and deploy foundational Agentforce platform settings, autonomous agent toggles, and runtime controls with AgentPlatformSettings in SFDX.

• AiAgentDefinition Metadata Type in SFDX

  Author, version, and deploy autonomous Agentforce agent shells, personas, and user contexts using the AiAgentDefinition metadata type in Salesforce DX.

• AiAgentDefinitionVersion Metadata Type in SFDX

  Manage versioned snapshots, activation states, and planner bindings for Agentforce agents using AiAgentDefinitionVersion in Salesforce DX.

• AiAuthoringBundle Metadata Type in SFDX

  Author, package, and deploy declarative Agentforce agent specifications and authoring bundles using AiAuthoringBundle in Salesforce DX.

• AiEvaluationDefinition Metadata Type in SFDX

  Build, version, and deploy automated Agentforce testing and evaluation suites using the AiEvaluationDefinition metadata type in Salesforce DX.

• AiPluginUtteranceDef Metadata Type in SFDX

  Configure and deploy sample user utterances and intent classification examples for Agentforce topics using AiPluginUtteranceDef in Salesforce DX.

• Custom MCP Servers and Tool Design

  Curate persona-based custom MCP servers and expose Apex Invocable Actions, Flows, REST APIs, Agentforce agents, and Prompt Builder templates as MCP tools.

• Data 360, Tableau Next, and CRM Analytics MCP

  Query unified Data 360 profiles with SQL, analyze governed Tableau Next semantic models, and run schema-grounded SAQL queries in CRM Analytics via MCP.

• DataObjectSearchIndexConf in SFDX

  Configure and deploy DataObjectSearchIndexConf metadata in Salesforce Data Cloud to power vector search, Agentforce grounding, and semantic hybrid indexing.

• EinsteinAgentSettings in SFDX & Metadata API

  Configure EinsteinAgentSettings in SFDX and Metadata API to activate Agentforce autonomous agents, runtime guardrails, and execution auditing.

• GenAiFunction Metadata Type Reference

  Configure and deploy GenAiFunction (.genAiFunction-meta.xml) metadata and JSON schemas to expose Flow, Apex, and Prompt Builder actions to Agentforce.

• GenAiPlanner Metadata Type in SFDX

  Deploy GenAiPlanner metadata in Salesforce DX to govern Agentforce reasoning loops, orchestrate AI agent planning, and manage autonomous LLM action routing.

• GenAiPlannerBundle Metadata Type Reference

  Configure and deploy GenAiPlannerBundle (.genAiPlannerBundle) metadata to orchestrate Agentforce reasoning strategies, topics, actions, and surfaces.

• GenAiPlugin Metadata Type Reference

  Configure and deploy GenAiPlugin (.genAiPlugin-meta.xml) metadata to define Agentforce Agent Topics, classification descriptions, scope, and actions.

• GenAiPluginInstructionDef in SFDX

  Manage GenAiPluginInstructionDef in Salesforce DX to define natural language system prompts, guide Agentforce topics, and version agent instructions.

• GenAiPromptTemplate Metadata Type Reference

  Configure and deploy GenAiPromptTemplate (.genAiPromptTemplate-meta.xml) metadata for Agentforce Prompt Builder templates, grounding data, and versions.

• Hosted MCP Servers Setup and Authentication

  Configure Hosted MCP Servers with an External Client App, OAuth 2.0 PKCE, My Domain server URLs, and client connections for Claude, Cursor, and Postman.

• LightningComponentBundle Metadata Type Guide

  Configure LightningComponentBundle (.js-meta.xml) targets, targetConfigs, dynamic capabilities, Agentforce AI metadata, and Tooling API queries for LWC.

• LightningTypeBundle Metadata Type for Agentforce UI

  Create custom LightningTypeBundle components (API v64.0+) to customize Agentforce action inputs and outputs with JSON Schema and custom LWC renderers.

• RetrievalSummaryDefinition Metadata in SFDX

  Master RetrievalSummaryDefinition metadata to configure Data Cloud vector search and RAG grounding summaries for Agentforce and Prompt Builder in SFDX.

• Service Cloud Messaging and Bot API Architecture

  Architect real-time customer messaging with Messaging for In-App and Web (MIAW), Einstein Bot Session APIs, and seamless bot-to-agent escalation.

• SObject, Headless 360, and Platform MCP Servers

  Use standard SObject, Headless 360, Archive Connect, Metadata Grounding, CMS, and Insurance Design Advisor MCP servers with exact tool schemas and limits.