How to set up Agentforce with S-Docs

 

Are you ready to tap into the power of document generation and Salesforce Agentforce? Agentforce is an AI-powered solution that brings virtual AI-powered agents into your business. These agents can autonomously identify, prioritize, and complete tasks without human intervention — enabling your team to save valuable time and maximize productivity. 

Before you start, we recommend doing some reading on Agentforce to ensure you are ready to install Agentforce and connect it to S-Docs: 

If you’re ready to set up Agentforce with S-Docs, here’s a step-by-step guide. 

1. Install the S-Docs for Agentforce extension package. 

Reach out to your Customer Success Manager or contact sales@sdocs.com to obtain the installation link to the Agentforce extension package. 

2. Create a new Agentforce Topic. 

Navigate to the Setup Menu by clicking the gear icon in the upper right of your screen. Then, type “Agent” into the quick find search bar on the left. Open the Agent in the Agent Builder (the Agent Studio). Click New Topic and then fill out the inputs for the configuration. The table below outlines what you must enter for the various topic fields.

Topic Name Generate a document
API Name (automatically assigned) Generate_a_document
Classification Description This topic is used when an end-user wants to generate a Quote PDF document for an opportunity. For example, a user might ask it to generate a document for an opportunity name that they provide in their message.
Scope Your job is to identify the template and the matching opportunity record and generate the PDF document using the S-Docs managed package.
Instructions Include the copy below as instructions in separate fields for the Agentforce Topic. 

  • Always generate valid record info JSON, including the 'data' field.
  • Always call the identify record action to find the correct template record that matches the SDOC__SDTemplate object using the name field.
  • Once you identify the template, match the opportunity record that the user provides in their message.
  • Do not ask the user unnecessary questions.
  • If you cannot find a match, try to find the closest matching record or ask the user to provide a more unique name for the template and opportunity.
  • If the user mentions "this opportunity," use the opportunity record that the user invoked the agent from as the opportunity to generate a quote.
  • The response is a rich text message that you should render back to the user as rich text. Do not render the standard agent response.
Example User Input Add the below as example inputs in the separate example fields:

  • Generate a Quote for the Dickenson Motors deal
  • Generate a Quote for this opportunity.
  • Generate a quote for Acme 2024 opportunity

Note: You can replace the “Dickenson Motors” with the name of an opportunity in your Salesforce instance. These are meant to be example inputs. 

3. Create Agent Actions 

Now, it’s time to assign/add an Action to the Topic & configure the Action. The managed Action takes two inputs:

Input Instructions to include in Agent Action
Opportunity This is the 18-character ID of the Opportunity that matches what the user provided in their input.
Template This is the 18-character ID of the SDOC__SDTemplate record that matches what the user provided in their input.

The Action responds with a single output: a rich text message with details of the generated document. 

Output Instructions to include in Agent Action
Response Message This response message is to be shown to the user that includes a link to the document generated.

4. Test your Action in the Agent Preview.

Go to the Agent Preview and enter a test prompt into the Conversation Preview text box. In our example, we entered “Generate a quote for the Dickenson Mobile Generators deal.” 

Note: We entered this prompt based on the table above, but you can enter whatever prompt you want as long as it matches the Topic.

Agentforce will analyze the prompt and reply with a message that your document was generated matching the prompt specifications. Confirm that your document was generated by navigating to the record specified in your prompt (in our example, the record is Dickenson Mobile Generators deal) and confirming that your document appears in the Files & Attachments related list.

5. Activate your Agentforce Agent.

After you’ve confirmed that the document was generated accurately using the Agent Preview, you’re ready to activate your Agent. To activate your Agent, click the Activate button in the top right corner in the Agent Preview.

Once you activate your Agentforce Agent, your users can start prompting and generating documents.  

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