--- id: daily-sf-ai-agentforce name: "sf-ai-agentforce" url: https://skills.yangsir.net/skill/daily-sf-ai-agentforce author: jaganpro domain: ai-app-building-integration tags: ["salesforce", "ai-agents", "crm", "sales-automation", "platform-development"] install_count: 1100 rating: 4.30 (20 reviews) github: https://github.com/jaganpro/sf-skills --- # sf-ai-agentforce > Salesforce Agentforce平台标准开发路径，支持声明式主题、Builder管理操作、Prompt Builder模板和Models API集成 **Stats**: 1,100 installs · 4.3/5 (20 reviews) ## Before / After 对比 ### Salesforce AI代理开发 **Before**: 手动配置Salesforce Agent、编写复杂触发器、设计对话流程和维护自定义代码，开发周期长且需要深厚技术积累 **After**: 使用声明式主题和Builder工具快速开发AI代理，自动生成Prompt模板和API集成，大幅降低开发门槛，快速上线智能客服 | Metric | Before | After | Change | |---|---|---|---| | 代理开发时间 | 160小时 | 20小时 | -87% | ## Readme # sf-ai-agentforce # sf-ai-agentforce: Standard Agentforce Platform Development Use this skill for the **Setup UI / Agent Builder** path: declarative topics, Builder-managed actions, `GenAiFunction` / `GenAiPlugin` metadata, **Prompt Builder templates stored as `GenAiPromptTemplate` metadata**, Models API usage from Apex, and custom Lightning types. For new code-first agent development, prefer [sf-ai-agentscript](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentscript/SKILL.md). If the work produces or edits a `.agent` file — including Builder Script / Canvas work that results in an authoring bundle — use [sf-ai-agentscript](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentscript/SKILL.md). ## When This Skill Owns the Task Use `sf-ai-agentforce` when the user is: - maintaining existing Builder-based agents - working in Setup → Agentforce → Agents - creating or fixing `GenAiFunction`, `GenAiPlugin`, or `GenAiPromptTemplate` metadata - wiring Builder topics to Flow / Apex / Prompt Builder actions - using Models API or LightningTypeBundle in the context of Builder-based agents Do **not** use it for: - `.agent` files or deterministic FSM design → [sf-ai-agentscript](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentscript/SKILL.md) - agent test suites and coverage loops → [sf-ai-agentforce-testing](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentforce-testing/SKILL.md) - persona / voice design → [sf-ai-agentforce-persona](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentforce-persona/SKILL.md) ## Required Context to Gather First Ask for or infer: - whether this is a Builder / Setup UI project or a code-first Agent Script project - whether the user is editing Builder metadata or a `.agent` authoring bundle - agent type: Service Agent or Employee Agent - whether the work targets topics, actions, Prompt Builder templates, Models API, or custom Lightning types - what supporting Flow / Apex / metadata dependencies already exist - whether the user needs authoring help, publish help, or troubleshooting ## Two Agentforce Paths Path Skill Best fit Builder metadata path `sf-ai-agentforce` Declarative maintenance, existing Builder agents, metadata-driven action registration Agent Script authoring bundle path `sf-ai-agentscript` Code-first `.agent` authoring, deterministic routing, version-controlled agent logic If the user is starting from scratch and wants strong control over flow/state, route to Agent Script. ## Builder Workflow Summary - Confirm this is a **Builder / Setup UI** project - Pick Service Agent vs Employee Agent - For Service Agents, provision the running user (prefer `sf org create agent-user`) - For Employee Agents, plan visibility with a Permission Set containing `` - Define topics with strong descriptions, scope, and instructions - Prepare supporting actions (Flow, Apex, Prompt Builder template) - Configure inputs / outputs carefully - Validate dependencies and template status - Publish, then activate Expanded workflow: [references/builder-workflow.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/builder-workflow.md) ## Key Platform Rules ### Topic quality matters Topic descriptions are routing instructions for the planner. They must be: - specific - scenario-based - non-overlapping with sibling topics ### Actions are wrappers around real targets Target type Typical use Registered via Flow safest default for Builder actions `GenAiFunction` Apex complex business logic via `@InvocableMethod` `GenAiFunction` Prompt Builder template generated summaries / drafts / recommendations `GenAiFunction` ### Prompt Template vs GenAiPromptTemplate - **Prompt Template** is the plain-English / UI term used in Prompt Builder. - **`GenAiPromptTemplate`** is the current Metadata API type for source-driven template work. - Prefer current source format: `genAiPromptTemplates/*.genAiPromptTemplate-meta.xml`. - For flexible Prompt Builder templates, plan around the **5-input maximum** and consolidate inputs when needed. - Prompt content should reference inputs with the current merge-field shape, e.g. `{!$Input:TargetRecord}` or `{!$Input:AdditionalContext}`. ### Supporting metadata deploys first Before publishing the agent itself, deploy the supporting stack: - metadata / fields if needed - Apex if needed - Flows if needed - `GenAiPromptTemplate` / `GenAiFunction` / `GenAiPlugin` - then publish the agent ### Service Agent running user For Service Agents, prefer the native GA command: `sf org create agent-user --target-org --json` Use the returned username in the running-user configuration. ### Employee Agent visibility For Employee Agents, ensure end users receive a Permission Set containing ``. Without this, the agent can be active but still invisible in Lightning Experience. See [../sf-permissions/references/agent-access-guide.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-permissions/references/agent-access-guide.md). ### Publish does not activate After publish, run `sf agent activate` separately. For automation, prefer `sf agent activate --api-name --version --target-org --json` so the rollout is deterministic and machine-readable. ## Metadata Guidance ### GenAiFunction Use when registering a single callable action. Validate: - target exists - target is active / deployable - input names match the target contract - output names match the target contract - capability text clearly says when the action should be used ### GenAiPlugin Use when grouping related functions into one logical package. ### GenAiPromptTemplate Use for generated content, not deterministic business rules. Prefer the current metadata shape: - metadata type: `GenAiPromptTemplate` - folder: `genAiPromptTemplates/` - file suffix: `.genAiPromptTemplate-meta.xml` - content lives under `templateVersions` - use published template versions before wiring actions that depend on them ### Models API Use when the solution belongs in Apex-driven AI orchestration rather than Builder-only actions. ### Custom Lightning Types Use when the action needs richer structured input or output presentation. Expanded references: - [references/metadata-reference.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/metadata-reference.md) - [references/genaiprompttemplate.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/genaiprompttemplate.md) ## Cross-Skill Integration ### Recommended Orchestration Order ``` sf-metadata → sf-apex → sf-flow → sf-ai-agentforce → sf-deploy ``` ### Required delegations Requirement Delegate to Why Create / fix Flows [sf-flow](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-flow/SKILL.md) Action target creation and Flow validation Create / fix Apex actions [sf-apex](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-apex/SKILL.md) `@InvocableMethod` and Apex correctness Deploy / publish [sf-deploy](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-deploy/SKILL.md) Deployment orchestration Test the agent [sf-ai-agentforce-testing](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentforce-testing/SKILL.md) Formal test execution and assertions Employee Agent visibility / access [sf-permissions](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-permissions/SKILL.md) Permission Set `` setup ## High-Signal Failure Patterns Symptom Likely cause Read next Action not available in Builder target metadata missing or not deployed [references/metadata-reference.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/metadata-reference.md) Prompt action fails during publish or activation template is Draft, missing inputs, or old metadata shape is being used [references/genaiprompttemplate.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/genaiprompttemplate.md) Need more than 5 template inputs flex template input limit hit [references/genaiprompttemplate.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/genaiprompttemplate.md) Apex AI logic times out Models API work placed in the wrong context [references/models-api.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/models-api.md) Rich input/output UI not rendering Lightning type config or prerequisites are incomplete [references/custom-lightning-types.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/custom-lightning-types.md) Agent publishes but is not usable forgot explicit activation [references/cli-commands.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/cli-commands.md) Service Agent publish/runtime failure missing or invalid running user [../sf-ai-agentscript/references/agent-user-setup.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentscript/references/agent-user-setup.md) Employee Agent active but not visible to users missing `` permission set [../sf-permissions/references/agent-access-guide.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-permissions/references/agent-access-guide.md) ## Reference Map ### Start here - [references/builder-workflow.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/builder-workflow.md) - [references/metadata-reference.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/metadata-reference.md) - [references/genaiprompttemplate.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/genaiprompttemplate.md) - [references/cli-commands.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/cli-commands.md) ### Terminology and template planning - [references/prompt-templates.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/prompt-templates.md) - [references/models-api.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/models-api.md) - [references/custom-lightning-types.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/custom-lightning-types.md) ### Rubric - [references/scoring-rubric.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/scoring-rubric.md) ### Cross-skill reads - [sf-ai-agentscript](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentscript/SKILL.md) - [sf-ai-agentforce-testing](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-ai-agentforce-testing/SKILL.md) - [sf-flow](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-flow/SKILL.md) - [sf-apex](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-apex/SKILL.md) - [sf-permissions](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-permissions/SKILL.md) - [sf-deploy](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/../sf-deploy/SKILL.md) ## Score Guide Score Meaning 90+ Ready to deploy 80–89 Strong, minor cleanup only 70–79 Review before deploy 60–69 Needs work < 60 Block deployment Full rubric: [references/scoring-rubric.md](https://github.com/jaganpro/sf-skills/blob/HEAD/skills/sf-ai-agentforce/references/scoring-rubric.md) Weekly Installs447Repository[jaganpro/sf-skills](https://github.com/jaganpro/sf-skills)GitHub Stars298First SeenJan 22, 2026Security Audits[Gen Agent Trust HubPass](/jaganpro/sf-skills/sf-ai-agentforce/security/agent-trust-hub)[SocketPass](/jaganpro/sf-skills/sf-ai-agentforce/security/socket)[SnykPass](/jaganpro/sf-skills/sf-ai-agentforce/security/snyk)Installed oncodex435opencode433cursor432github-copilot431gemini-cli431amp430 --- *Source: https://skills.yangsir.net/skill/daily-sf-ai-agentforce* *Markdown mirror: https://skills.yangsir.net/api/skill/daily-sf-ai-agentforce/markdown*