We can securely and seamlessly access the Salesforce Agent APIs from Lightning Web Component using Apex. Salesforce Agent API Setup: https://www.infallibletechie.com/2025/02/salesforce-agent-api.html In order to store the Consumer Key, Consumer Secret, ....
Invocable.Action.createCustomAction( 'generateAiAgentResponse', 'Agentforce Agent API Name' ) can be used to invoke Salesforce Agentforce Agent from Apex. Sample Apex Code: public class AgentforceRequestHandler { public static void summarizeOpportunityFromAgentforce( String opportunityName ....
Salesforce Connect API can be used to invoke Prompt Template using Apex. Sample Prompt Template: Sample Template Content: You are a support representative who is tasked with creating a short ....
ProcessInstance object/entity contains the current pending Approval Step. TargetObjectId can be used to get the Approval Step for the record. Using the ProcessInstance, we can query the ProcessInstanceWorkitem object/entity to ....
Salesforce Apex Trigger can be used to set the latest Opportunity for an Account. In the following Apex Trigger, I have used a custom field "Latest_Opportunity__c" on the Opportunity Object. ....
EmailMessages.getFormattedThreadingToken() returns the email threading token that is formatted with the correct prefix and suffix which is used in the Salesforce Email-To-Case threading. The returned token can be added to ....
Configurations in Salesforce for Messaging for In-App and Web REST API: 1. Create a Messaging Channel of type "Messaging for In-App and Web". 2. Activate the Messaging Channel. 3. Create ....
We can handle Opportunity and Opportunity Product creations using the Salesforce Agentforce. In this Blog Post, I have used Apex Agent Action to handle the record creations. To setup Messaging ....
SOQL to find Products without Price Book Entries: SELECT Id, ProductCode FROM Product2 WHERE Id NOT IN ( SELECT Product2Id FROM PricebookEntry WHERE Pricebook2Id = '01sSB000006IC45YAG' ) Sample Apex Code ....
@InvocableMethod annotation helps to invoke apex class and method from the Salesforce Agentforce Apex Action. @InvocableVariable annotation can be used to pass multiple parameters from the Salesforce Agent Action to ....