Agentforce Integration
aprity integrates with Salesforce Agentforce through two Apex invocable actions that you attach to your own Agentforce agent. Your agent can then answer questions about your org's configuration, automations and business processes -- and "how do I…" questions about what the org provides -- using the documentation aprity built from your latest scan.
The Agentforce integration is available on the Intelligence and Trial plans (not on Documentation). Questions asked through Agentforce count against your organization's Org Expert budget.
How it works
- aprity scans your org and builds a structured index of its objects, automations, rules, access, dependencies and processes.
- You attach the aprity actions to your agent. The managed package ships aprity - Answer Documentation Question and aprity - Record Help Feedback. You add them to a subagent of your own Agentforce agent. The package ships no agent, subagent or planner metadata, so it installs whatever your Agentforce licensing.
- Agentforce routes the question. When a user asks something about the org, the agent hands the question to the documentation subagent, which calls the aprity action.
- aprity answers. The action calls the aprity Org Expert, which answers only from your latest scan and returns the answer with its citations. Optionally, the answer displays as a formatted aprity Answer Card.
The agent runs in each user's context: answers respect the user's own access, and feedback votes are recorded per user.
Setup
The full walkthrough -- create the agent, add the subagent, attach the actions, activate, deploy to users -- is in Agentforce Setup. The same guide, with live prerequisite checks, is in the aprity app: aprity tab > Agentforce (in the Assist section).
Before you start:
- your plan includes Agentforce (Intelligence or Trial);
- at least one aprity scan has completed;
- Agentforce is enabled in your Salesforce org.
Actions shipped in the package
| Action | What it does |
|---|---|
| aprity - Answer Documentation Question | Sends the user's question to the aprity Org Expert and returns a grounded answer with citations, suggested follow-up questions and an optional answer card. |
| aprity - Record Help Feedback | Records a thumbs up / down vote ("up" / "down", lowercase) on a previous answer, identified by the returned Query Id. |
Use cases
- Support and service teams ask how the org handles a case, a record type or a validation, without opening Setup.
- End users ask how to accomplish a task with what is configured in the org.
- Developers and admins check automation chains and dependencies before changing something.
- Business analysts get an end-to-end view of a business process.
Limitations
- Answers reflect the latest completed scan. Run a new analysis after significant changes to keep them current.
- Components outside the scan scope cannot be described.
- Answer quality also depends on how your agent and subagent are configured in Agentforce.
Still not working?
- Check that at least one scan has completed.
- Check that aprity - Answer Documentation Question is attached to a subagent of your agent, and that the agent is activated.
- Check that users have both the aprity Agent User permission set and access to the agent (Apps > Agent Access in a permission set).
- Check that your plan includes Agentforce.
- Contact contact@aprity.ai with your Salesforce Org ID and a description of your agent configuration.