How to Set Up Agentforce

The aprity package ships two Apex invocable actions — aprity - Answer Documentation Question and aprity - Record Help Feedback. You attach them to an Agentforce agent of your own, and your users can then ask questions about the org from the Agentforce panel in Salesforce. The package ships no agent, subagent or planner metadata, so it installs on any org whatever its Agentforce licensing.

This page summarizes the flow. The Agentforce page of the aprity app contains the full guide with the exact texts to copy; see also Agentforce Setup.

Prerequisites

• Intelligence or Trial plan (the Agentforce feature is not included on Documentation).
• At least one completed aprity analysis.
• Agentforce enabled in your Salesforce org.
• Salesforce administrator rights to build agents in Agentforce Studio and manage permission sets.

Steps

1. Open the aprity app in Salesforce and click Agentforce in the left navigation (section Assist).
2. Check the two prerequisites at the top of Agentforce Setup: Agentforce feature enabled on your aprity plan and At least one completed aprity scan. Click Refresh after fixing one.
3. Follow the five tabs of the Setup Guide:

Step 1: Create Agent

In Agentforce Studio (Build > Agents), click New Agent, pick the Agentforce Employee Agent template (Details, then Select Template), name it aprity and click Let's Go. Set the description given in the guide and remove the default subagents and actions you do not need. The agent must be deactivated to be edited.

Step 2: Add Subagent

In Agentforce Builder, add a documentation subagent with the label, classification description, scope and instructions provided in the guide.

Step 3: Add Actions

In the subagent, click New Action twice and connect the two aprity actions (reference action type Apex, category Invocable Method). The guide lists the description, loading text, inputs and outputs to set for each one. The feedback action is optional but recommended.

Step 4: Activate

Activate the agent in Agentforce Builder and test it in the conversation preview with sample questions such as "What are the validation rules on Account?". Check that the answers include the sources returned by the action.

Step 5: Deploy to Users

• Assign the aprity Agent User permission set to every user of the agent — it grants access to the two aprity actions.
• In a permission set of your own, open Apps > Agent Access, click Edit and add the aprity agent to the enabled agents; assign that permission set too.
• Users open the agent from the Agentforce icon in the top-right corner of Lightning Experience.

The agent runs in each user's context: answers are scoped by the user's own access.

Optional: rich answer card

The package also ships an aprity Answer Card that displays answers as a formatted card with source badges, follow-up questions and vote buttons. The guide explains how to switch it on in the action configuration. It roughly doubles the answer's token footprint in Einstein credits.

One-time setup

Once active, the agent always answers from your latest completed analysis. There is nothing to reconfigure after each analysis.

Troubleshooting

Issue	Solution
Agentforce is not in the menu	The Agentforce feature is not on your plan (it is not included on Documentation).
A prerequisite stays unchecked	Run an analysis, or contact aprity if the feature should be on your plan. Then click Refresh.
The aprity actions are not listed	Check that the aprity package is installed in this org.
Users cannot see or use the agent	Assign the aprity Agent User permission set and grant agent access through Apps > Agent Access.