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)