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feat: replace agentforce-development skill with three specialized skills Replace the monolithic agentforce-development skill with three focused skills: - developing-agentforce: For creating and authoring Agentforce agents - observing-agentforce: For monitoring and debugging agents - testing-agentforce: For validating agent behavior Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
165 lines
5.5 KiB
Markdown
165 lines
5.5 KiB
Markdown
# Prompt Template Actions
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Invoking Salesforce Prompt Templates as actions within Agent Script.
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---
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## Overview
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Prompt Template Actions let agents invoke Salesforce Prompt Templates via the `generatePromptResponse://` protocol. The agent passes structured inputs to the template and receives a generated `promptResponse` output — keeping content generation in the template while the agent manages conversation flow.
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**When to use**: Personalized responses, summarization, content generation, recommendations — anything where an LLM prompt template produces better output than static Flow logic.
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---
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## Action Definition (Agentforce Assets)
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Define the action in **Setup > Agentforce > Action Definitions** (or via metadata API):
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```agentscript
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actions:
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Generate_Personalized_Schedule:
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description: "Generate a personalized schedule using a prompt template"
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inputs:
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"Input:email": string
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description: "User's email address"
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is_required: True
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"Input:preferences": string
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description: "User's scheduling preferences"
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is_required: False
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outputs:
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promptResponse: string
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description: "The personalized schedule generated by the template"
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is_used_by_planner: True
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target: "generatePromptResponse://Generate_Personalized_Schedule"
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```
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### Critical syntax rules
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| Rule | Example |
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|------|---------|
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| Target protocol | `"generatePromptResponse://TemplateName"` |
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| Input names **must be quoted** | `"Input:email"` not `Input:email` |
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| Input prefix is `Input:` | Matches the template's input field API name |
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| Output field is always `promptResponse` | Single string output from the template |
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---
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## Agent Script Invocation
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Reference the action definition in your `.agent` file:
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```agentscript
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topic schedule_generation:
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reasoning:
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actions:
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generate_schedule: @actions.Generate_Personalized_Schedule
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with "Input:email"=@variables.user_email
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"Input:preferences"=...
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set @variables.schedule = @outputs.promptResponse
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```
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**Input binding patterns** (same as regular actions):
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- `@variables.user_email` — variable binding (data from prior turns)
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- `...` — LLM slot-filling (extract from conversation)
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- `"professional"` — fixed value (business rule constant)
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---
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## Grounded Data Integration
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Templates can include **data providers** (Apex classes, Flows) that supply contextual data for personalized responses. The grounding happens inside the template — Agent Script only needs to pass the lookup key:
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```agentscript
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actions:
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Get_Product_Recommendations:
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description: "Generate personalized product recommendations based on purchase history"
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inputs:
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"Input:customerId": string
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description: "Customer ID for personalization"
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is_required: True
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outputs:
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promptResponse: string
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description: "Personalized recommendations grounded in customer data"
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target: "generatePromptResponse://Product_Recommender"
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```
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The template itself (configured in Prompt Builder) includes:
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- **Data Provider**: Apex class fetching customer purchase history
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- **Grounding**: Recent orders, preferences, browsing history
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- **Template instructions**: How to format recommendations using the grounded data
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---
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## Common Patterns
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### Pattern 1: Content Generation
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```agentscript
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generate_email: @actions.Generate_Email_Response
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with "Input:customerMessage"=@variables.user_message
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"Input:tone"="professional"
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"Input:context"=@variables.case_context
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set @variables.email_draft = @outputs.promptResponse
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```
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### Pattern 2: Summarization
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```agentscript
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summarize: @actions.Summarize_Conversation
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with "Input:conversationHistory"=@variables.chat_history
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"Input:maxLength"="500"
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set @variables.summary = @outputs.promptResponse
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```
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### Pattern 3: Personalized Recommendations
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```agentscript
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recommend: @actions.Get_Product_Recommendations
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with "Input:customerId"=@variables.customer_id
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"Input:category"=...
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set @variables.recommendations = @outputs.promptResponse
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```
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---
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## Known Limitation: `run` Keyword with Prompt Templates
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Chained actions using `run` may not properly map `"Input:X"` parameters:
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```agentscript
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# ❌ MAY NOT WORK — run + prompt template input binding:
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process: @actions.create_order
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with customer_id=@variables.customer_id
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run @actions.Generate_Order_Summary
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with "Input:orderId"=@variables.order_id # Input binding may fail
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# ✅ WORKAROUND — call as primary action instead:
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generate_summary: @actions.Generate_Order_Summary
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with "Input:orderId"=@variables.order_id # Works as primary action
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set @variables.summary = @outputs.promptResponse
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```
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---
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## Common Errors
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| Error | Cause | Fix |
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|-------|-------|-----|
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| `SyntaxError` on input binding | Missing quotes on parameter name | Use `"Input:email"` not `Input:email` |
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| Template not found | Wrong protocol or template name | Verify `generatePromptResponse://ExactTemplateName` |
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| Empty `promptResponse` | Template inactive or missing required inputs | Activate template in Setup, check all `is_required: True` inputs are bound |
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| Input not mapped | API name mismatch | Input field name after `Input:` must exactly match template's input API name |
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---
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## Checklist
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- [ ] Template exists in org and is **active**
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- [ ] Input field API names match template configuration exactly
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- [ ] All `is_required: True` inputs are bound (via `...`, `@variables`, or fixed)
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- [ ] `promptResponse` output is captured with `set`
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- [ ] Template response quality tested with representative inputs
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- [ ] If using grounded data: data provider returns expected records
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