Skip to main content

Agentforce Integration

aprity integrates with Salesforce Agentforce by shipping two Apex invocable actions that you attach to your own Agentforce agent. This lets Agentforce answer questions about your org's configuration, automation, and business processes, grounded in your latest aprity scan.

info

Agentforce integration is available on the Intelligence and Trial plans (not on Documentation).

Architecture overview​

The integration exposes the aprity Help Agent through Apex invocable actions attached to your own agent:

  1. aprity scans your org -- Scans analyze your org and build a knowledge index covering objects, automation, business rules, dependencies, and processes.
  2. The actions are wired to your agent -- The aprity managed package ships two Apex invocable actions (aprity - Answer Documentation Question and aprity - Record Help Feedback). You attach them to a subagent of your own Agentforce agent. The package does not ship an agent, subagent, or planner metadata, so it installs regardless of Agentforce licensing.
  3. Agentforce invokes the action -- When a user asks your Agentforce agent a question about the org, the Agent Router hands it to the documentation subagent, which calls the aprity action.
  4. The Help Agent answers -- The action calls the aprity backend, which answers from the index built from your latest scan, and Agentforce returns the answer with its citations in the conversation.

The Help Agent answers from a knowledge index built from your latest scan, so it grounds every answer in your org's real metadata.

Setup flow​

Prerequisites​

  • An aprity Intelligence (or Trial) plan active.
  • At least one completed aprity scan of your org.
  • Agentforce enabled in your Salesforce org.

Step 1: Run a scan​

If you have not already done so, run a scan of your org from the aprity app. The Help Agent answers from the latest completed scan.

Step 2: Create your agent and attach the aprity actions​

You create your own agent in Agentforce Studio (Build > Agents > New Agent, from the Agentforce Employee Agent template), add a documentation subagent, and attach the two aprity invocable actions to it:

  1. aprity - Answer Documentation Question -- forwards the user's question to the aprity Help Agent and returns a grounded, cited answer.
  2. aprity - Record Help Feedback -- records a thumbs up / down vote (values "up" / "down", lowercase) on a previous answer.

Follow the full walkthrough in Agentforce Setup, also available with live readiness checks in the Agentforce tab of the aprity app.

Step 3: Test the agent​

  1. Open the Agentforce testing panel.
  2. Ask a question about your org, such as:
    • "What triggers fire on the Account object?"
    • "How does the lead assignment process work?"
    • "What validation rules apply to Opportunity?"
  3. The agent should respond using answers from the aprity Help Agent.

Use cases​

Support agent enablement​

New support agents can ask Agentforce questions about the org's configuration and business logic without needing to navigate Setup or read technical documentation directly.

Developer onboarding​

Developers joining a project can query the agent to understand automation chains, dependencies, and business rules before making changes.

Business process discovery​

Business analysts can ask the agent to describe end-to-end processes, helping them understand how data flows through the org without manual investigation.

Change impact analysis​

Before making changes, teams can ask the agent what automation exists on a particular object to understand the potential impact.

Action definitions​

The aprity managed package includes the following Apex invocable actions:

ActionDescription
aprity - Answer Documentation QuestionForwards the user's question to the aprity Help Agent and returns a grounded answer with citations from your scan.
aprity - Record Help FeedbackRecords a thumbs up / down vote ("up" / "down", lowercase) on a previous answer, keyed by the returned Query Id.

Limitations​

  • Agentforce answers are only as current as the latest completed scan. Run scans regularly to keep answers accurate.
  • The agent cannot answer questions about org components that were not included in the scan scope.
  • Complex cross-object queries may require multiple follow-up questions for complete answers.
  • Agentforce response quality also depends on Salesforce's AI model and how the agent is configured.

Keeping answers current​

For the best Agentforce experience:

  1. Schedule scans after each major org change or release.
  2. Consider running scans on a regular cadence (weekly or bi-weekly for active orgs).

Still not working?​

If Agentforce is not returning answers from the aprity Help Agent:

  1. Verify that at least one scan has completed for your org.
  2. Confirm the aprity - Answer Documentation Question action is attached to a subagent of your agent, the agent is activated, and users have both the aprity Agent User permission set and agent access (Apps > Agent Access).
  3. Confirm your tenant is on the Intelligence or Trial plan with the Help Agent enabled.
  4. Contact support at support@aprity.ai with your Org ID and agent configuration details.