sf-ai-agentforce
Agentforce Builder metadata path for Builder-managed topics/actions, Prompt Builder templates, GenAiFunction/GenAiPlugin, Models API, and custom Lightning types. TRIGGER when: user maintains or configures Builder metadata agents, creates topics/actions, works with Prompt Builder templates, or touche
By jaganpro · 1,308 installs
npx skills add jaganpro/sf-skills --skill sf-ai-agentforce
Source repository · Upstream listing
sf ai agentforce: Standard Agentforce Platform Development
Use this skill for the Setup UI / Agent Builder path: declarative topics, Builder managed actions, GenAiFunction / GenAiPlugin metadata, Prompt Builder templates stored as GenAiPromptTemplate metadata , Models API usage from Apex, and custom Lightning types.
For new code first agent development, prefer [sf ai agentscript](../sf ai agentscript/SKILL.md).
If the work produces or edits a .agent file — including Builder Script / Canvas work that results in an authoring bundle — use [sf ai agentscript](../sf ai agentscript/SKILL.md).
When This Skill Owns the Task
Use sf ai agentforce when the user is:
maintaining existing Builder based agents
working in Setup → Agentforce → Agents
creating or fixing GenAiFunction , GenAiPlugin , or GenAiPromptTemplate metadata
wiring Builder topics to Flow / Apex / Prompt Builder actions
using Models API or LightningTypeBundle in the context of Builder based agents
Do not use it for:
.agent files or deterministic FSM design → [sf ai agentscript](../sf ai agentscript/SKILL.md)
agent test suites and coverage loops → [sf ai agentforce testing](../sf ai agentforce testing/SKILL.md)
persona / voice design → [sf ai agentforce persona](../sf ai agentforce persona/SKILL.md)
Required Context to Gather First
Ask for or infer:
whether this is a Builder / Setup UI project or a code first Agent Script project
whether the user is editing Builder metadata or a .agent authoring bundle
agent type: Service Agent or Employee Agent
whether the work targets topics, actions, Prompt Builder templates, Models API, or custom Lightning types
what supporting Flow / Apex / metadata dependencies already exist
whether the user needs authoring help, publish help, or troubleshooting
Two Agentforce Paths
Path Skill Best fit
Builder metadata path sf ai agentforce Declarative maintenance, existing Builder agents, metadata driven action registration
Agent Script authoring bundle path sf ai agentscript Code first .agent authoring, deterministic routing, version controlled agent logic
If the user is starting from scratch and wants strong control over flow/state, route to Agent Script.
Builder Workflow Summary
1. Confirm this is a Builder / Setup UI project
2. Pick Service Agent vs Employee Agent
3. For Service Agents, provision the running user (prefer sf org create agent user )
4. For Employee Agents, plan visibility with a Permission Set containing <agentAccesses
5. Define topics with strong descriptions, scope, and instructions
6. Prepare supporting actions (Flow, Apex, Prompt Builder template)
7. Configure inputs / outputs carefully
8. Validate dependencies and template status
9. Publish, then activate
Expanded workflow: [references/builder workflow.md](references/builder workflow.md)
Key Platform Rules
Topic quality matters
Topic descriptions are routing instructions for the planner. They must be:
specific
scenario based
non overlapping with sibling topics
Actions are wrappers around real targets
Target type Typical use Registered via
Flow safest default for Builder actions GenAiFunction
Apex complex business logic via @InvocableMethod GenAiFunction
Prompt Builder template generated summaries / drafts / recommendations GenAiFunction
Prompt Template vs GenAiPromptTemplate
Prompt Template is the plain English / UI term used in Prompt Builder.
GenAiPromptTemplate is the current Metadata API type for source driven template work.
Prefer current source format: genAiPromptTemplates/ .genAiPromptTemplate meta.xml .
For flexible Prompt Builder templates, plan around the 5 input maximum and consolidate inputs when needed.
Prompt content should reference inputs with the current merge field shape, e.g. {!$Input:TargetRecord} or {!$Input:AdditionalContext} .
Supporting metadata deploys first
Before publishing the agent itself, deploy the supporting stack:
1. metadata / fields if needed
2. Apex if needed
3. Flows if needed
4. GenAiPromptTemplate / GenAiFunction / GenAiPlugin
5. then publish the agent
Service Agent running user
For Service Agents, prefer the native GA command:
sf org create agent user target org <alias json
Use the returned username in the running user configuration.
Employee Agent visibility
For Employee Agents, ensure end users receive a Permission Set containing <agentAccesses . Without this, the agent can be active but still invisible in Lightning Experience.
See [../sf permissions/references/agent access guide.md](../sf permissions/references/agent access guide.md).
Publish does not activate
After publish, run sf agent activate separately.
For automation, prefer sf agent activate api name <AgentName version <n target org <alias json so the rollout is deterministic and machine readable.
Metadata Guidance
GenAiFunction
Use when registering a single callable action. Validate:
target exists
target is active / deployable
input names match the target contract
output names match the target contract
capability text clearly says when the action should be used
GenAiPlugin
Use when grouping related functions into one logical package.
GenAiPromptTemplate
Use for generated content, not deterministic business rules.
Prefer the current metadata shape:
metadata type: GenAiPromptTemplate
folder: genAiPromptTemplates/
file suffix: .genAiPromptTemplate meta.xml
content lives under templateVersions
use published template versions before wiring actions that depend on them
Models API
Use when the solution belongs in Apex driven AI orchestration rather than Builder only actions.
Custom Lightning Types
Use when the action needs richer structured input or output presentation.
Expanded references:
[references/metadata reference.md](references/metadata reference.md)
[references/genaiprompttemplate.md](references/genaiprompttemplate.md)
Cross Skill Integration
Recommended Orchestration Order
Required delegations
Requirement Delegate to Why
Create / fix Flows [sf flow](../sf flow/SKILL.md) Action target creation and Flow validation
Create / fix Apex actions [sf apex](../sf apex/SKILL.md) @InvocableMethod and Apex correctness
Deploy / publish [sf deploy](../sf deploy/SKILL.md) Deployment orchestration
Test the agent [sf ai agentforce testing](../sf ai agentforce testing/SKILL.md) Formal test execution and assertions
Employee Agent visibility / access [sf permissions](../sf permissions/SKILL.md) Permission Set <agentAccesses setup
High Signal Failure Patterns
Symptom Likely cause Read next
Action not available in Builder target metadata missing or not deployed [references/metadata reference.md](references/metadata reference.md)
Prompt action fails during publish or activation template is Draft, missing inputs, or old metadata shape is being used [references/genaiprompttemplate.md](references/genaiprompttemplate.md)
Need more than 5 template inputs flex template input limit hit [references/genaiprompttemplate.md](references/genaiprompttemplate.md)
Apex AI logic times out Models API work placed in the wrong context [references/models api.md](references/models api.md)
Rich input/output UI not rendering Lightning type config or prerequisites are incomplete [references/custom lightning types.md](references/custom lightning types.md)
Agent publishes but is not usable forgot explicit activation [references/cli commands.md](references/cli commands.md)
Service Agent publish/runtime failure missing or invalid running user [../sf ai agentscript/references/agent user setup.md](../sf ai agentscript/references/agent user setup.md)
Employee Agent active but not visible to users missing <agentAccesses permission set [../sf permissions/references/agent access guide.md](../sf permissions/references/agent access guide.md)
Reference Map
Start here
[references/builder workflow.md](references/builder workflow.md)
[references/metadata reference.md](references/metadata reference.md)
[references/genaiprompttemplate.md](references/genaiprompttemplate.md)
[references/cli commands.md](references/cli commands.md)
Terminology and template planning
[references/prompt templates.md](references/prompt templates.md)
[references/models api.md](references/models api.md)
[references/custom lightning types.md](references/custom lightning types.md)
Rubric
[references/scoring rubric.md](references/scoring rubric.md)
Cross skill reads
[sf ai agentscript](../sf ai agentscript/SKILL.md)
[sf ai agentforce testing](../sf ai agentforce testing/SKILL.md)
[sf flow](../sf flow/SKILL.md)
[sf apex](../sf apex/SKILL.md)
[sf permissions](../sf permissions/SKILL.md)
[sf deploy](../sf deploy/SKILL.md)
Score Guide
Score Meaning
90+ Ready to deploy
80–89 Strong, minor cleanup only
70–79 Review before deploy
60–69 Needs work
< 60 Block deployment
Full rubric: [references/scoring rubric.md](references/scoring rubric.md)