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2025.1.01+

Integrating Salesforce Agentforce

This guide explains how to connect Flowable's External Agent to Salesforce Agentforce.

Prerequisites

Ensure Einstein and Agentforce are licensed and enabled in your Salesforce organization

Configure Agentforce in Salesforce​

Create a Service Agent​

Follow the official guide to add a new service agent:
Salesforce: Set Up a Service Agent

Once configured, you can test your agent directly in the builder interface:

Salesforce Agentforce Test returning a company

info

To access Salesforce Agentforce data, you must modify a topic and add a topic action.

The action can invoke a Salesforce Flow, which returns the required data.
Make sure your agent has permissions to access the data involved in that flow.

Create a Salesforce App for API Access​

Follow the steps from the Salesforce Einstein Developer Guide
(Stop after the "Create a Token" section, execution is not required)

You will need the following values which are defined in the "Create a Token" section:

  • MY_DOMAIN_URL
  • CONSUMER_KEY
  • CONSUMER_SECRET
info

Ensure the agent is enabled in Salesforce before calling it from Flowable.
Disabled agents will fail to execute.

Add OAuth2 Credentials in Flowable Hub/Control​

To allow Flowable to authenticate with Salesforce, configure an OAuth2 credential:

NameValue
Registration keysalesforce
Client id{CONSUMER_KEY}
Client secret{CONSUMER_SECRET}
Issuer URI{MY_DOMAIN_URL}
Token URI{MY_DOMAIN_URL}/services/oauth2/token
Scopes<empty>

Example in Flowable Control (On-Premise)​

The configuration dialog in Flowable Control:

Token configuration in Flowable Control

Example in Flowable Hub (Cloud)​

The configuration dialog in Flowable Hub:

Token configuration in Flowable Hub

Configure the External Agent in Flowable Design​

  1. Get the Agent ID
    Open the Agentforce agent in Salesforce and extract the Agent ID from the URL:

    Agent ID in the URL on the agent side

  2. Create an Agent in Flowable Design

    • Set the Agent type to External Agent
    • Set the External Agent Vendor to Salesforce Agentforce
    • Enter the Salesforce URL ({MY_DOMAIN_URL})
    • Enter the Agent ID you retrieved above
    • Set Token Type to OAuth2 client
    • Set OAuth2 Registration Key to the Registration key you defined in Flowable Hub/Control

    Configuration of the external agent

Add an Operation​

Once the agent is configured, you can add an operation as described in the Utility Agent guide.

Agentforce agents can be tested in Flowable Design, but OAuth2 credentials must be configured in Control/Hub for testing to work.

Conclusion​

You’ve now successfully integrated Salesforce Agentforce as an external agent in Flowable.

This setup allows Flowable agents to interact with Salesforce via secure API calls, making it possible to retrieve contextual business data directly from your Salesforce flows and topics.

To structure the response from Agentforce, consider using a Utility Agent.