Integrate Integration Procedures with Agentforce

Prepare an Integration Procedure for Agentforce Integration

Before using an Integration Procedure within Agentforce, it's important to note that the data format expected by Agentforce is different from the standard Integration Procedure format. To ensure compatibility, you must prepare the Integration Procedure accordingly.

1. From the Integration Procedure list view page, select and open the Integration Procedure that you want to integrate with Agentforce.
2. Click Preview.
3. Click Configure Agentforce.
4. Define the input and output data for the Integration Procedure in JSON format, and then click Verify Data.
   

   Note

   When defining the input and output JSON, only alphanumeric characters (A-Z, a-z, 0-9) are allowed for the key in the key-value pair. No special characters are permitted.

   For example, enter this data that includes a user’s income details in JSON format to calculate the base tax slab and surcharge based on the income slab.

   Input Data JSON:

   {
    	 "taxpayerId": "TAXP123456",
     	"financialYear": "2024-2025",
    	 "totalIncome": 1800000
   }
   

   Output JSON Response:

   {
     	"taxpayerId": "TAXP123456",
    	 "financialYear": "2024-2025",
     	"baseTax": 315000,
    	 "surcharge": 0,
    	 "totalTaxPayable": 315000
   }
   

   When you click Verify Data, the data structure is updated automatically.

5. Click Next.
6. Click Save.
7. Activate the Integration Procedure.

Create Agent Actions

Agent Actions act as connectors between Agentforce and the Integration Procedure.

1. From Setup, search and open Agentforce Assets, click Actions, and then click New Agent Action.
   

   Note

   Dynamic Apex classes may be auto-generated even before configuring Integration Procedures as Agent Actions. These Apex classes have no functional impact and can be safely ignored.

2. Select Integration Procedure as the reference action type.
3. Select the desired Integration Procedure as the reference action.
4. Enter an Agent action label.
5. Enter an Action API name.
6. Click Next.
7. Provide input instructions:
   1. Select Require input.
   2. Select Collect data from user.
8. Provide output instructions:
   1. Select Select Show in conversation.
9. Click Finish.

Configure an Agent

Create an Agent to manage conversation flows and execute Agent Actions. Add a subagent and associate it with the Agent Action. Subagents define specific intents or tasks the Agent handles.