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Agentforce Integration

aprity integrates with Salesforce Agentforce by surfacing the aprity Help Agent as an Agentforce action inside Salesforce. This lets Agentforce answer questions about your org's configuration, automation, and business processes using aprity's deterministic knowledge tools, which read directly from your latest scan.

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

Architecture overview​

The integration exposes the aprity Help Agent as an Agentforce action:

  1. aprity scans your org -- Scans analyze your org and build a deterministic knowledge index covering objects, automation, business rules, dependencies, and processes.
  2. Help Agent is wired as an Agentforce action -- The aprity managed package ships an Agentforce action that calls the aprity Help Agent.
  3. Agentforce invokes the action -- When a user asks an Agentforce agent a question about the org, the agent calls the aprity action.
  4. The Help Agent answers -- The Help Agent answers using aprity's deterministic knowledge tools over the scan index, and Agentforce returns the answer in the conversation.

The Help Agent runs on aprity's deterministic knowledge tools — it queries the scan index directly rather than searching a document store, 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: Configure Agentforce actions​

aprity provides a pre-built action definition that you can add to your Agentforce agent:

  1. In Salesforce Setup, go to Agentforce > Agent Actions.
  2. Add the aprity Help Agent action, which is included in the managed package.
  3. This action forwards the user's question to the aprity Help Agent and returns its answer.

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 Agentforce action:

ActionDescription
aprity Help AgentForwards the user's question to the aprity Help Agent and returns its answer. The Help Agent answers using aprity's deterministic knowledge tools over your scan.

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 Help Agent action is added to your agent configuration.
  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.