developing-agentforce

Files (74)

• README.md
• SKILL.md
• README-legacy.md · assets/
• agent-spec-template.md · assets/
• README.md · assets/agents/
• hello-world.agent · assets/agents/
• multi-subagent.agent · assets/agents/
• order-service.agent · assets/agents/
• production-faq.agent · assets/agents/
• production-faq.bundle-meta.xml · assets/agents/
• simple-qa.agent · assets/agents/
• verification-gate.agent · assets/agents/
• models-api-queueable.cls · assets/apex/
• bundle-meta.xml · assets/
• apex-action.agent · assets/components/
• error-handling.agent · assets/components/
• escalation-setup.agent · assets/components/
• flow-action.agent · assets/components/
• n-ary-conditions.agent · assets/components/
• subagent-with-actions.agent · assets/components/
• deterministic-routing.agent · assets/
• escalation-pattern.agent · assets/
• flow-action-lookup.agent · assets/
• hub-and-spoke.agent · assets/
• invocable-apex-template.cls · assets/
• local-info-agent-annotated.agent · assets/
• basic-prompt-template.promptTemplate-meta.xml · assets/metadata/
• genai-function-apex.xml · assets/metadata/
• genai-function-flow.xml · assets/metadata/
• genai-plugin.xml · assets/metadata/
• http-callout-flow.flow-meta.xml · assets/metadata/
• record-grounded-prompt.promptTemplate-meta.xml · assets/metadata/
• minimal-starter.agent · assets/
• README.md · assets/patterns/
• action-callbacks.agent · assets/patterns/
• advanced-input-bindings.agent · assets/patterns/
• bidirectional-routing.agent · assets/patterns/
• critical-input-collection.agent · assets/patterns/
• delegation-routing.agent · assets/patterns/
• lifecycle-events.agent · assets/patterns/
• llm-controlled-actions.agent · assets/patterns/
• multi-step-workflow.agent · assets/patterns/
• open-gate-routing.agent · assets/patterns/
• procedural-instructions.agent · assets/patterns/
• prompt-template-action.agent · assets/patterns/
• system-instruction-overrides.agent · assets/patterns/
• prompt-rag-search.agent · assets/
• template-multi-subagent.agent · assets/
• template-single-subagent.agent · assets/
• verification-gate.agent · assets/
• action-prompt-templates.md · references/
• actions-reference.md · references/
• agent-access-guide.md · references/
• agent-design-and-spec-creation.md · references/
• agent-metadata-and-lifecycle.md · references/
• agent-script-core-language.md · references/
• agent-subagent-map-diagrams.md · references/
• agent-user-setup.md · references/
• agent-validation-and-debugging.md · references/
• architecture-patterns.md · references/
• …and 14 more

SKILL.md (first lines)

# Agent Script Skill

## What This Skill Is For

Agent Script is Salesforce's scripting language for authoring next-generation AI agents on the Atlas Reasoning Engine. Introduced in 2025 with zero training data in any AI model. Everything needed to write, modify, diagnose, or deploy Agent Script agents is in this skill's reference files.

**⚠️CRITICAL:** Agent Script is NOT AppleScript, JavaScript, Python, or any other
language. Do NOT confuse Agent Script syntax or semantics with any other
language you have been trained on.

Agent Script agents are defined by `AiAuthoringBundle` metadata — a directory with a `.agent` file containing Agent Script source that describes actions, instructions, subagents, flow control, and configuration; and a `bundle-meta.xml` file containing bundle metadata. Agents process utterances by routing through subagents, each with instructions and actions backed by Apex, Flows, Prompt Templates, and other types of backing logic.

This skill covers the full Agent Script lifecycle: designing agents,
writing Agent Script code, validating and debugging, deploying and
publishing, and testing.

## How to Use This Skill

This file maps user intent to task domains and relevant reference files in `references/`. Detailed knowledge includes syntax rules, design patterns, CLI commands, debugging workflows, and more.

Identify user intent from task descriptions. ALWAYS read indicated reference files BEFORE starting work.

## Rules That Always Apply

1. **Always `--json`.** ALWAYS include `--json` on EVERY `sf` CLI command. Do NOT pipe CLI output through `jq` or `2>/dev/null`. Read the full JSON response directly — LLMs parse JSON natively.

2. **Verify target org.** Before any org interaction, run `sf config get target-org --json` to confirm a target org is set. If none configured, ask the user to set one with `sf config set target-org <alias>`.

3. **Diagnose before you fix.** When validating/debugging agent behavior,
   ALWAYS `--use-live-actions` to preview authoring bundles. Send utterances
   then read resulting session traces to ground your understanding of the
   agent's behavior. Trace files reveal subagent selection, action I/O, and
   LLM reasoning. DO NOT modify `.agent` files or backing logic without
   this grounding. See [Validation & Debugging](references/agent-validation-and-debugging.md)
   for trace file locations and diagnostic patterns.

4. **Spec approval is a hard gate.** Never proceed past Agent Spec
   creation without explicit user approval.

## Task Domains

Every task domain below has **Required Steps**. Follow verbatim, in order. Do not substitute your own plan or skip steps.

### Create an Agent

User wants to build new agent from scratch. ALWAYS use Agent Script. Work with User to understand the agent's purpose, subagents, and actions using plain language without Salesforce-specific terminology.

#### Required Steps

Read [CLI for Agents](references/salesforce-cli-for-agents.md) for exact command syntax.

1. **Design** — Read [Design & Agent Spec](references/agent-design-and-spec-creation.md) to draft an Agent Spec. Always ask if you should scan for existing backing logic. Unless instructed otherwise, scan by reading `sfdx-project.json` to identify package directories, then search each for `@InvocableMethod` in `classes/`, `AutoLaunchedFlow` in `flows/`, and template metadata in `promptTemplates/`. Mark matches `EXISTS`; unmatched actions `NEEDS STUB`. Also scan `objects/` for `.object-meta.xml` to discover custom objects — related objects often contain data the agent should expose even when not mentioned in the prompt. **Always save Agent Spec as file.**
2. **STOP for user approval of Agent Spec.** Present to user. Ask for approval or feedback. **Do not proceed** without approval. Once approved, proceed without stopping unless a step fails.
3. **Validate environment prerequisites** — Read [Design & Agent Spec](references/agent-design-and-spec-creation.md), Section 3 (Environment Prerequisites). Based on agent type from design, validate org environment:
   - **Employee agent**: Confirm config block does NOT include `default_agent_user`, `connection messaging:`, or MessagingSession linked variables. Remove if present. See [Examples](references/examples.md) for a complete employee agent example.
   - **Service agent**: Query org for Einstein Agent User. If one exists, confirm username with user. If none, guide user through creation. See [CLI for Agents](references/salesforce-cli-for-agents.md), Section 12 for creation steps and [Agent User Setup](references/agent-user-setup.md) for required permissions.
   **Do not proceed to code generation until environment is validated.**
4. **Generate authoring bundle** —
   `sf agent generate authoring-bundle --json --no-spec --name "<Label>" --api-name <Developer_Name>`
5. **Write code** — Read [Core Language](references/agent-script-core-language.md) for syntax, block structure, and anti-patterns. Edit generated `.agent` file using reference files and templates. Do not create `.agent` or `bundle-meta.xml` files manually.
6. **Validate compilation** —
   `sf agent validate authoring-bundle --json --api-name <Developer_Name>`
   If validation fails, read [Validation & Debugging](references/agent-validation-and-debugging.md) to diagnose and fix, then re-validate. ALWAYS fix syntax and structural errors before generating backing logic.
7. **Generate backing logic** — For each action marked NEEDS STUB:
   `sf template generate apex class --name <ClassName> --output-dir <PACKAGE_DIR>/main/default/classes`
   Replace class body with invocable pattern from [Design & Agent Spec](references/agent-design-and-spec-creation.md). ALWAYS deploy:
   `sf project deploy start --json --metadata ApexClass:<ClassName>`
   ALWAYS fix deploy errors BEFORE generating and deploying next stub.
8. **Validate behavior** — Read [Validation & Debugging](references/agent-validation-and-debugging.md) for preview workflow and session trace analysis.
   `sf agent preview start --json --use-live-actions --authoring-bundle <Developer_Name>`
   If actions query data, ground test utterances with:
   `sf data query --json -q "SELECT <Relevant_Fields> FROM <SObject> LIMIT 100"`
   Send test utterances with:
   `sf agent preview send --json --authoring-bundle <Developer_Name> --session-id <ID> -u "<message>"`
   Confirm subagent routing, gating, and action invocations match Agent Spec. If behavior diverges, switch to **Diagnose Behavioral Issues** workflow. Return AFTER correcting issues.
   **CHECKPOINT — Do NOT proceed to Publish unless ALL are true:**
   - `validate authoring-bundle` passes with zero errors
   - Live preview (`--use-live-actions`) tested with representative utterances per subagent
   - Traces confirm correct subagent routing and action invocation
   - User explicitly approves deployment
9. **Publish** — Publish validates metadata structure, not agent behavior. Every publish creates permanent version number.
   `sf agent publish authoring-bundle --json --api-name <Developer_Name>`
   If publish fails, follow troubleshooting checklist in [Metadata & Lifecycle](references/agent-metadata-and-lifecycle.md), Section 5 before retrying.
10. **Activate** — Makes new version available to users.
    `sf agent activate --json --api-name <Developer_Name>`
11. **Verify published agent** — Preview user-facing behavior AFTER activation with
    `sf agent preview start --json --api-name <Developer_Name>`
    Use `--api-name`, not `--authoring-bundle`.
12. **Configure end-user access** — ONLY for employee agents. Read [Agent Access Guide](references/agent-access-guide.md) to configure perms and assign access.

#### Reference Files

1. [CLI for Agents](references/salesforce-cli-for-agents.md) — exact
   command syntax for generate, validate, deploy, publish, activate;
   Section 12 for Einstein Agent User creation
2. [Core Language](references/agent-script-core-language.md) — execution
   model, syntax, block structure, anti-patterns
3. [Design & Agent Spec](references/agent-design-and-spec-creation.md) —
   subagent graph design, flow control patterns, Agent Spec production,
   backing logic analysis; Section 3 for environment prerequisites
4. [Subagent Map Diagrams](references/agent-subagent-map-diagrams.md) —
   Mermaid diagram conventions for visualizing the agent's subagent graph
5. [Agent User Setup & Permissions](references/agent-user-setup.md) —
   permission set assignment, object permissions, cross-subagent validation
6. [Metadata & Lifecycle](references/agent-metadata-and-lifecycle.md) —
   directory structure, bundle metadata; publish troubleshooting
7. [Validation & Debugging](references/agent-validation-and-debugging.md) —
   validate the agent compiles, preview to confirm behavior
8. [Agent Access Guide](references/agent-access-guide.md) — end-user
   access permissions, visibility troubleshooting
9. [Known Issues](references/known-issues.md) — only load when errors
   persist after code fixes
10. [Architecture Patterns](references/architecture-patterns.md) — hub-and-spoke, verification gate, post-action loop
11. [Complex Data Types](references/complex-data-types.md) — type mapping decision tree
12. [Safety Review](references/safety-review-reference.md) — 7-category safety review
13. [Discover Reference](references/discover-reference.md) — target discovery CLI
14. [Scaffold Reference](references/scaffold-reference.md) — stub generation CLI
15. [Deploy Reference](references/deploy-reference.md) — deployment lifecycle, error recovery

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