Agentforce Setup

Agentforce is the Salesforce-native channel for the aprity Help Agent. Once configured, users can ask natural-language questions about your Salesforce org from inside Salesforce and receive answers grounded in your latest aprity scan -- cited back to the source metadata, not hallucinated.

Overview

The Agentforce assistant exposes the aprity Help Agent inside Salesforce. When a user asks a question, the assistant calls aprity, which runs on a shared agentic orchestrator and queries deterministic knowledge tools built from your latest scan -- object dossiers, fields, execution order, access/permissions, ownership, dependencies, impact analysis, integrations. There is no vector search and no retrieval over chunks; every answer is grounded in facts the tools return from your scan's structured index.

Prerequisites

Before setting up Agentforce, ensure the following:

1. Plan includes the Help Agent

The Help Agent (and therefore the Agentforce channel) is available on the Intelligence and Trial plans. It is not available on Documentation. Contact support@aprity.ai if the feature is not visible in your settings.

2. A successful scan

The assistant answers from your latest successful scan. Run at least one scan before setting up the agent, otherwise it has no scan data to query.

warning

If you set up the agent before running a scan, the assistant will not be able to answer questions about your org. Run a scan first.

3. aprity managed package

The Agentforce components (agent definition, topic, and actions) ship in the aprity managed package. Ensure the 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 questions about your aprity-scanned org.

Step 3: Add Actions

The wizard configures the action the agent uses to answer questions: it calls the aprity Help Agent, which queries the deterministic knowledge tools built from your scan and returns a cited answer. The action is pre-configured and requires 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.").

When placed on a record page, the assistant biases its answers toward the object in context. Users need the aprity Agent User permission set to interact with the agent.

The agent draws its answers exclusively from your latest aprity scan. It does not read Salesforce metadata live.

tip

For the most accurate responses, keep your scan current -- schedule recurring scans (see Scheduling) so the assistant reflects recent org changes.

Keeping Answers Current

The agent's answers are only as current as the last successful scan. Establish a workflow to keep them fresh:

1. Run scheduled scans (see Scheduling).
2. Confirm each scan completed successfully.
3. Periodically review the agent's responses to confirm accuracy.

Troubleshooting

Issue	Cause	Resolution
Agent not visible	Managed package not installed	Install the aprity managed package.
Agent gives empty answers	No successful scan yet	Run a scan so the agent has scan data to query.
Agent not responding	Agent not activated	Complete Step 4 of the setup wizard.
Users cannot interact	Permission set not assigned	Assign the aprity Agent User permission set.
Outdated answers	Stale scan	Run a new scan to refresh what the agent can answer.

Plan availability

Agentforce is available on the Intelligence and Trial plans. See Plan Comparison for the full feature matrix.