Agentforce Setup

Agentforce is aprity's AI-powered documentation assistant built on the Salesforce Agentforce platform. Once configured, users can ask natural language questions about your Salesforce org and receive answers drawn from aprity-generated Knowledge articles.

Overview

The Agentforce assistant works by combining:

• Published Knowledge articles -- generated by aprity and stored in your org's Salesforce Knowledge base.
• An Agentforce agent -- configured with a documentation topic and actions that search the Knowledge base.

When a user asks a question, the agent searches the published articles, retrieves relevant content, and produces a contextual answer.

Prerequisites

Before setting up Agentforce, ensure the following:

1. Enterprise plan

Agentforce is available on Enterprise plans only.

2. Agentforce feature enabled

The Agentforce feature must be enabled for your aprity tenant. Contact support@aprity.ai if the feature is not visible in your settings.

3. Salesforce Knowledge enabled

Your org must have Salesforce Knowledge activated. Agentforce relies on Knowledge articles as its content source.

4. Published Knowledge articles

Run at least one scan with the Knowledge output format to populate the Knowledge base. The agent has no content to reference until articles are published.

warning

If you set up the agent before publishing Knowledge articles, the assistant will not be able to answer any questions. Always generate and publish articles first.

5. Aprity premium package

The Agentforce components (agent definition, topic, and actions) are included in the aprity premium managed package. Ensure the premium package is installed in your org.

Setup Wizard

The aprity app includes a guided setup wizard that walks you through the four configuration steps. Navigate to the Agentforce tab in the aprity app to begin.

Step 1: Create Agent

The wizard creates an Agentforce agent in your org configured for documentation assistance.

• The agent is created with a default name and description.
• You can customize the agent name to match your organization's conventions.

Step 2: Add Topic

The wizard adds a documentation topic to the agent. The topic defines the scope of questions the agent can answer:

• Topic name (e.g., "Salesforce Documentation").
• Topic description used by the agent to determine when to engage this topic.
• Scope limited to aprity-generated Knowledge articles.

Step 3: Add Actions

The wizard configures the actions the agent uses to answer questions:

• Search Knowledge -- queries the Knowledge base for articles matching the user's question.
• Retrieve Article -- fetches the full content of a specific article.
• Summarize -- produces a concise answer from the retrieved content.

These actions are pre-configured and require no manual setup.

Step 4: Activate

The final step activates the agent, making it available to users in your org.

info

After activation, the agent may take a few minutes to become responsive as Salesforce indexes the configuration. If the agent does not respond immediately, wait and try again.

Using the Agent

Once activated, the Agentforce assistant is accessible through the standard Salesforce Agentforce interface. Users can:

• Ask about specific objects (e.g., "What business rules apply to the Opportunity object?").
• Query dependencies (e.g., "What objects depend on Account?").
• Request summaries (e.g., "Summarize the automation on the Contact object.").

The agent draws answers exclusively from aprity-generated Knowledge articles. It does not access Salesforce metadata directly.

tip

For the most accurate responses, ensure your Knowledge articles are up to date. Run scans with the Knowledge output format on a regular schedule.

Keeping Articles Current

The agent's knowledge is only as current as the published articles. Establish a workflow to keep content fresh:

1. Run scheduled scans with the Knowledge output format (see Scheduling).
2. Verify that articles are published after each scan.
3. Periodically review the agent's responses to confirm accuracy.

Troubleshooting

Issue	Cause	Resolution
Agent not visible	Premium package not installed	Install the aprity premium managed package.
Agent gives empty answers	No Knowledge articles published	Run a scan with the Knowledge output format.
Agent not responding	Agent not activated	Complete Step 4 of the setup wizard.
Outdated answers	Stale Knowledge articles	Run a new scan with Knowledge output to refresh articles.

Plan Availability

Plan	Agentforce Available
Trial	No
Starter	No
Professional	No
Enterprise	Yes