mirror of
https://github.com/forcedotcom/afv-library.git
synced 2026-07-30 11:43:26 +08:00
fb4bac9cf0
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>
245 lines
11 KiB
Plaintext
245 lines
11 KiB
Plaintext
# Critical Input Collection Pattern
|
|
# Ensures reliable capture of critical data before proceeding with workflows
|
|
#
|
|
# ★ Problem This Solves:
|
|
# - LLM sends empty JSON to actions
|
|
# - LLM sends wrong field names (_id instead of account_id)
|
|
# - LLM extracts wrong values from conversation
|
|
# - Agent proceeds without required data, causing crashes
|
|
#
|
|
# ★ Root Cause:
|
|
# Slot filling (`with account_id=...`) relies on LLM inference, which is
|
|
# probabilistic and can fail in subtle ways. Critical inputs need
|
|
# deterministic collection with validation.
|
|
#
|
|
# ★ Key Patterns:
|
|
# 1. First-Interaction Collection - Tell LLM its PRIMARY GOAL
|
|
# 2. Variable Setter Action - Dedicated action to capture + validate + store
|
|
# 3. Single-Use Pattern - `available when @var == ""` disables after use
|
|
# 4. Null Guard Pattern - Block ALL downstream actions until input is valid
|
|
# 5. Explicit Action References - Guide LLM with `{!@actions.x}` in instructions
|
|
#
|
|
# ★ When To Use This Pattern:
|
|
# - Workflows that REQUIRE a specific ID (account, order, case, etc.)
|
|
# - When slot filling has been unreliable
|
|
# - When invalid input causes downstream failures
|
|
# - Multi-topic agents where input must persist across transitions
|
|
#
|
|
# This is a COMPLETE template - customize for your use case
|
|
|
|
system:
|
|
instructions: "You are a research assistant. Your PRIMARY GOAL is to collect the account ID before performing any research. Never proceed without a validated account ID."
|
|
messages:
|
|
welcome: "Hello! I can help you research account information. Please provide the account ID to get started."
|
|
error: "I encountered an issue. Let me try again."
|
|
|
|
config:
|
|
agent_name: "Account_Research_Agent"
|
|
default_agent_user: "agent@company.salesforce.com"
|
|
agent_label: "Account Research Agent"
|
|
description: "Demonstrates critical input collection patterns for reliable slot filling"
|
|
|
|
variables:
|
|
# Standard linked variables (required)
|
|
EndUserId: linked string
|
|
source: @MessagingSession.MessagingEndUserId
|
|
description: "Messaging End User ID"
|
|
RoutableId: linked string
|
|
source: @MessagingSession.Id
|
|
description: "Messaging Session ID"
|
|
ContactId: linked string
|
|
source: @MessagingEndUser.ContactId
|
|
description: "Contact ID"
|
|
|
|
# ★ CRITICAL INPUT - The value that MUST be collected before proceeding
|
|
account_id: mutable string = ""
|
|
description: "The Salesforce Account ID (18-char, starts with 001) - MUST be collected and validated before any research"
|
|
|
|
# ★ VALIDATION STATE - Track whether input has been validated
|
|
account_id_validated: mutable boolean = False
|
|
description: "Whether account_id has been validated as a real Salesforce ID"
|
|
|
|
# ★ COLLECTION ATTEMPTS - Track retries to prevent infinite loops
|
|
collection_attempts: mutable number = 0
|
|
description: "Number of times we've tried to collect account_id"
|
|
|
|
# Research results
|
|
account_name: mutable string = ""
|
|
description: "Name of the account (from lookup)"
|
|
research_summary: mutable string = ""
|
|
description: "Research summary for the account"
|
|
|
|
language:
|
|
default_locale: "en_US"
|
|
additional_locales: ""
|
|
all_additional_locales: False
|
|
|
|
# ★ ENTRY POINT: Input Collection Topic
|
|
# This topic's ONLY job is to collect and validate the critical input
|
|
start_agent input_collector:
|
|
label: "Input Collector"
|
|
description: "Collects and validates the account ID before allowing research"
|
|
|
|
actions:
|
|
# ★ PATTERN 2: Variable Setter Action
|
|
# Dedicated action that captures, validates, and stores the input
|
|
capture_account_id:
|
|
description: "Captures and validates the Salesforce Account ID from user input"
|
|
inputs:
|
|
account_id: string
|
|
description: "The 18-character Salesforce Account ID provided by the user (format: starts with '001')"
|
|
is_required: True
|
|
outputs:
|
|
validated_account_id: string
|
|
description: "The validated account ID (empty if invalid)"
|
|
is_valid: boolean
|
|
description: "True if the account ID is valid and exists"
|
|
account_name: string
|
|
description: "Name of the account if found"
|
|
error_message: string
|
|
description: "Error message if validation failed"
|
|
target: "flow://Validate_Account_Id"
|
|
require_user_confirmation: False
|
|
include_in_progress_indicator: True
|
|
progress_indicator_message: "Validating account ID..."
|
|
|
|
reasoning:
|
|
# ★ PATTERN 1: First-Interaction Collection
|
|
# Tell the LLM its PRIMARY GOAL is to collect the input
|
|
instructions: ->
|
|
| YOUR PRIMARY GOAL: Collect the account ID from the user.
|
|
|
|
|
| CURRENT STATE:
|
|
if @variables.account_id == "":
|
|
| ⚠️ Account ID NOT YET COLLECTED
|
|
| ASK the user for their Salesforce Account ID.
|
|
| The ID should be 18 characters and start with "001".
|
|
|
|
|
| Example prompt: "Please provide the Account ID you'd like me to research."
|
|
|
|
if @variables.account_id != "" and @variables.account_id_validated == False:
|
|
| 🔄 Account ID received: {!@variables.account_id}
|
|
| Attempting validation...
|
|
|
|
|
| Use {!@actions.capture_account_id} to validate this ID.
|
|
|
|
if @variables.account_id_validated == True:
|
|
| ✅ Account ID validated: {!@variables.account_id}
|
|
| Account Name: {!@variables.account_name}
|
|
|
|
|
| Transition to research topic to begin analysis.
|
|
|
|
if @variables.collection_attempts > 2 and @variables.account_id_validated == False:
|
|
| ❌ Multiple validation failures.
|
|
| Ask the user to verify their Account ID is correct.
|
|
| Suggest they check Salesforce for the correct ID format.
|
|
|
|
actions:
|
|
# ★ PATTERN 3: Single-Use Pattern
|
|
# Action becomes unavailable once account_id is successfully captured
|
|
validate_id: @actions.capture_account_id
|
|
with account_id=...
|
|
set @variables.account_id = @outputs.validated_account_id
|
|
set @variables.account_id_validated = @outputs.is_valid
|
|
set @variables.account_name = @outputs.account_name
|
|
set @variables.collection_attempts = @variables.collection_attempts + 1
|
|
# ★ SINGLE-USE: Unavailable once validated
|
|
available when @variables.account_id_validated == False
|
|
|
|
# ★ PATTERN 4: Null Guard Pattern
|
|
# Transition ONLY available when input is validated
|
|
go_research: @utils.transition to @topic.research
|
|
available when @variables.account_id_validated == True
|
|
|
|
# ★ RESEARCH TOPIC: Only accessible after input is validated
|
|
topic research:
|
|
label: "Account Research"
|
|
description: "Performs research on the validated account"
|
|
|
|
actions:
|
|
# Research action that USES the validated account_id
|
|
research_account:
|
|
description: "Performs detailed research on the account"
|
|
inputs:
|
|
account_id: string
|
|
description: "The validated account ID"
|
|
is_required: True
|
|
outputs:
|
|
research_summary: string
|
|
description: "Summary of research findings"
|
|
signal_summary: string
|
|
description: "Key signals detected"
|
|
target: "flow://Research_Account"
|
|
include_in_progress_indicator: True
|
|
progress_indicator_message: "Researching account..."
|
|
|
|
reasoning:
|
|
instructions: ->
|
|
| Researching account: {!@variables.account_name} ({!@variables.account_id})
|
|
|
|
|
if @variables.research_summary == "":
|
|
| Use {!@actions.research_account} to analyze this account.
|
|
if @variables.research_summary != "":
|
|
| Research complete!
|
|
| {!@variables.research_summary}
|
|
|
|
actions:
|
|
# ★ PATTERN 4: Null Guard - Uses variable binding, NOT slot filling
|
|
# This ensures the validated ID is used, not LLM re-extraction
|
|
do_research: @actions.research_account
|
|
with account_id=@variables.account_id
|
|
set @variables.research_summary = @outputs.research_summary
|
|
# ★ GUARD: Only available if we have validated ID (defensive)
|
|
available when @variables.account_id_validated == True
|
|
available when @variables.research_summary == ""
|
|
|
|
# Return to collector for new account
|
|
new_account: @utils.transition to @topic.input_collector
|
|
available when @variables.research_summary != ""
|
|
|
|
# ═══════════════════════════════════════════════════════════════════════════
|
|
# ★ INSIGHTS: Critical Input Collection
|
|
# ═══════════════════════════════════════════════════════════════════════════
|
|
#
|
|
# WHY SLOT FILLING FAILS:
|
|
# The `...` syntax relies on LLM to extract values from conversation.
|
|
# This is probabilistic and can fail when:
|
|
# - User provides ID in unexpected format
|
|
# - Multiple IDs mentioned in conversation
|
|
# - LLM abbreviates or modifies field names
|
|
# - Context window is cluttered with other data
|
|
#
|
|
# THE SOLUTION: DETERMINISTIC COLLECTION
|
|
# Instead of `with account_id=...` on EVERY action:
|
|
# 1. Collect ONCE with a dedicated setter action
|
|
# 2. Validate BEFORE storing
|
|
# 3. Store in variable: `set @variables.account_id = @outputs.validated_id`
|
|
# 4. Use variable binding: `with account_id=@variables.account_id`
|
|
# 5. Guard all actions: `available when @variables.account_id_validated == True`
|
|
#
|
|
# PATTERN SUMMARY:
|
|
#
|
|
# ┌─────────────────────────────────────────────────────────────────┐
|
|
# │ CRITICAL INPUT COLLECTION FLOW │
|
|
# ├─────────────────────────────────────────────────────────────────┤
|
|
# │ │
|
|
# │ User provides ID ────► Setter Action (slot fills once) │
|
|
# │ │ │
|
|
# │ ▼ │
|
|
# │ Validation │
|
|
# │ │ │
|
|
# │ ┌────────┴────────┐ │
|
|
# │ ▼ ▼ │
|
|
# │ Valid Invalid │
|
|
# │ │ │ │
|
|
# │ set @variables.account_id Ask again │
|
|
# │ set @variables.validated=True (limit retries) │
|
|
# │ │ │
|
|
# │ ▼ │
|
|
# │ All downstream actions use │
|
|
# │ @variables.account_id (NOT ...) │
|
|
# │ │
|
|
# └─────────────────────────────────────────────────────────────────┘
|
|
#
|
|
# ═══════════════════════════════════════════════════════════════════════════
|