PosiPay with Agentforce: User Guide

This guide will walk you through the steps to create an Agent Action in Salesforce, link it to a method within PosiPay, and use that Agent Action for an agent.

Prerequisites

1. Salesforce Setup Access: Ensure you have administrative privileges to configure Agent Actions.

2. PosiPay with Agentforce: Ensure the app is installed.

Step 1: Create an Agent Action

1. Navigate to Setup and search for Agent Actions in the Quick Find box.

2. Click New Action.

3. Select Apex as the Reference Action Type.

4. Select Get Settlements by Status as the Reference Action.

5. Fill in the following required fields:

   • Action Name: Provide a descriptive name for your action (e.g., Fetch Account Details).

   • API Name: The system-generated name for the action.

   • Action Type: Select Apex Method.

   • Apex Class: Select the managed Apex class from the dropdown.

   • Apex Method: Choose the appropriate method from the selected class.

6. (Optional) Add input parameters if the method requires them.

7. Click Save.

Step 2: Create your Agent

1. Navigate to Setup and search for Agent in the Quick Find box.

2. Click New Agent.

3. Select Agentforce Service Agent as the Type.

4. Add necessary topics to your agent as you prefer.

5. Setup all required fields as you prefer.

6. (Optional) Add Data Library.

7. Click Create.