Agentforce · Agent Builder

Engineer Agent Apex Actions

Get working Apex and Flow actions that an Agentforce agent can call, wired into its topics or Agent Script, so the agent can query and act on Salesforce data.

173 tasks
Method

How MeshMesh does it

  1. Builds Apex action classes that let the agent read and change records, such as reading quote validation results and setting product attribute values, or checking a customer's identity against alternate email fields.
  2. Writes test classes, runs them and deploys the actions.
  3. Refines the actions over several rounds as the user reports issues, fixing mapping and status-translation bugs along the way.
  4. Updates the permission set so the agent can run the new classes.
  5. Points the agent's actions at the new classes and updates the Agent Script instructions, for example so the agent keeps link formatting in its replies.
  6. Publishes and activates a new agent version. The publish step can hit metadata and CLI problems that take many attempts.
  7. Writes a reference document and completion report for the change.

When actions fail at runtime, see Diagnose Agentforce Action Failures. For checking the finished agent, see Test Agentforce Agents.