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Agentforce Integration

aprity integrates with Salesforce Agentforce to provide AI agents with accurate, up-to-date documentation about your Salesforce org. This enables Agentforce to answer questions about your org's configuration, automation, and business processes using aprity-generated Knowledge articles.

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Agentforce integration requires the Enterprise plan and an active Salesforce Knowledge integration.

Architecture overview​

The integration follows a generate-then-search pattern:

  1. aprity generates documentation -- Scans analyze your org and produce structured documentation covering objects, automation, business rules, and processes.
  2. Documentation is published to Knowledge -- The generated documentation is stored as Salesforce Knowledge articles (see Salesforce Knowledge Integration).
  3. Agentforce searches Knowledge -- When a user asks an Agentforce agent a question about the org, the agent searches the Knowledge Base for relevant articles.
  4. Agent provides answers -- Agentforce uses the article content to formulate accurate, contextual answers.

This architecture keeps aprity's role focused on documentation generation while leveraging Salesforce's native AI infrastructure for the conversational experience.

Setup flow​

Prerequisites​

  • aprity Enterprise plan active.
  • Salesforce Knowledge integration enabled and articles published (see Salesforce Knowledge Integration).
  • Agentforce enabled in your Salesforce org.

Step 1: Publish documentation to Knowledge​

If you have not already done so, run a scan and publish the results to your Knowledge Base. See the Salesforce Knowledge Integration guide for detailed instructions.

Step 2: Configure Agentforce actions​

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

  1. In Salesforce Setup, go to Agentforce > Agent Actions.
  2. Add the aprity Documentation Search action, which is included in the managed package.
  3. This action searches Knowledge articles created by aprity and returns relevant documentation excerpts.

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 information from aprity-generated Knowledge articles.

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 Documentation SearchSearches aprity-published Knowledge articles and returns relevant documentation based on the user's question. Supports object names, process names, and general org queries.

Limitations​

  • Agentforce answers are only as current as the latest published scan. Run scans and republish articles 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 depends on Salesforce's AI model and the structure of the Knowledge articles.

Keeping documentation current​

For the best Agentforce experience:

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

Still not working?​

If Agentforce is not returning results from aprity documentation:

  1. Verify that Knowledge articles have been published and are in Published status.
  2. Confirm the aprity Documentation Search action is added to your agent configuration.
  3. Test a Knowledge search directly (outside of Agentforce) to confirm articles are findable.
  4. Contact support at support@aprity.ai with your Org ID and agent configuration details.