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Aligns with Agent Script v2 naming standards where `topic` is renamed to `subagent` across all skill documentation and templates. Changes: - Agent Script templates: topic keyword → subagent keyword - References: @topic.* → @subagent.* - Documentation: Updated all skill references and guides - Natural language references preserved in comments/descriptions
135 lines
4.8 KiB
Markdown
135 lines
4.8 KiB
Markdown
# Deploy -- Bundle Publication Reference
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> Extracted from SKILL.md Section 18. This file is loaded on demand when deployment details are needed.
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## Overview
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Full deployment lifecycle for Agentforce agents: validate, deploy metadata, publish bundle, and activate.
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## Usage
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```bash
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# Validate + publish
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sf agent publish authoring-bundle --json --api-name MyAgent -o <org-alias>
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# Activate after publish
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sf agent activate --json --api-name MyAgent -o <org-alias>
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```
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## Deployment Phases
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### Phase 0: Safety Gate (Required)
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Read the `.agent` file and run safety review (see `safety-review-reference.md`). If any BLOCK finding exists, STOP deployment. WARN findings must be reported and acknowledged by the user before proceeding.
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### Phase 1: Pre-Deployment Validation
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```bash
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sf agent validate authoring-bundle --json --api-name MyAgent -o <org-alias>
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```
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### Phase 1b: Target Dependency Check
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Verify all flow/apex targets exist in the org before publishing. If missing, scaffold and deploy them first.
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### Phase 2: Deploy Supporting Metadata
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```bash
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sf project deploy start --json --source-dir force-app -o <org-alias>
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```
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### Phase 3: Publish Agent Bundle
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```bash
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sf agent publish authoring-bundle --json --api-name MyAgent -o <org-alias>
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```
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4-step process: Validate (~1-2s) -> Publish (~8-10s) -> Retrieve (~5-7s) -> Deploy (~4-6s)
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### Phase 4: Activate Agent
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```bash
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sf agent activate --json --api-name MyAgent -o <org-alias>
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```
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Note: `sf agent activate` may not support `--json` in all CLI versions. If it returns plain text, check for "successfully activated" in the output.
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Publishing creates an **inactive** version. Without activation, preview fails with "No valid version available".
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## Deploy vs Publish
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| What changes | `sf project deploy start` | `sf agent publish authoring-bundle` |
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|---|---|---|
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| Bundle metadata | Yes | Yes |
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| `system: instructions:` | Yes (via activate) | Yes |
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| `reasoning: actions:` (transitions + invocations) | **NO** | Yes |
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**Always prefer `sf agent publish authoring-bundle`.** If you change `reasoning: actions:`, publish is required.
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## Common Errors
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| Error | Cause | Fix |
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|-------|-------|-----|
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| `Required fields missing: [BundleType]` | Extra fields in bundle-meta.xml | Use minimal: only `<bundleType>AGENT</bundleType>` |
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| `Internal Error, try again later` | Invalid default_agent_user or new agent platform bug | Query Einstein Agent Users; for new agents, create shell in Setup UI first |
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| `Duplicate value found: GenAiPluginDefinition` | `start_agent` and `subagent` share name | Use different names |
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| `Flow not found` | Metadata not deployed | Deploy flows before publishing |
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| `SetupEntityType is not supported for DML` | PermissionSet via Apex DML | Use Metadata API (`sf project deploy start`) |
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## Rollback
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```bash
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sf agent deactivate --json --api-name MyAgent -o <org>
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sf data query --json --query "SELECT Id, VersionNumber FROM BotVersion WHERE BotDefinition.DeveloperName = 'MyAgent' ORDER BY VersionNumber DESC LIMIT 2" -o <org>
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sf agent activate --json --api-name MyAgent --version-number <previous> -o <org>
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```
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## CI/CD Integration
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```yaml
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name: Deploy Agentforce Agent
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on:
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push:
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branches: [main]
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paths: ['force-app/**']
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jobs:
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deploy:
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runs-on: ubuntu-latest
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steps:
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- uses: actions/checkout@v3
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- name: Install SF CLI
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run: npm install -g @salesforce/cli
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- name: Auth
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run: |
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echo "${{ secrets.SFDX_AUTH_URL }}" > auth.txt
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sf org login sfdx-url --sfdx-url-file auth.txt --alias production
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- name: Validate
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run: sf agent validate authoring-bundle --json --api-name ${{ vars.AGENT_NAME }} -o production
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- name: Deploy Metadata
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run: sf project deploy start --json --source-dir force-app -o production
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- name: Publish
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run: sf agent publish authoring-bundle --json --api-name ${{ vars.AGENT_NAME }} -o production
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- name: Activate
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if: github.ref == 'refs/heads/main'
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run: sf agent activate --json --api-name ${{ vars.AGENT_NAME }} -o production
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```
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## Pre-Deployment Checklist
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- [ ] All action targets exist in org (run discover first)
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- [ ] Agent Script validated (no syntax errors)
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- [ ] Einstein Agent User configured correctly
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- [ ] Supporting metadata deployed
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- [ ] Previous version backed up
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- [ ] Rollback plan documented
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## Post-Deployment Testing
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```bash
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sf agent preview start --json --use-live-actions --authoring-bundle MyAgent -o <org>
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# Read sessionId from the JSON response, then:
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sf agent preview send --json --authoring-bundle MyAgent --session-id <SESSION_ID> -u "Hello, I need help" -o <org>
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sf agent preview end --json --authoring-bundle MyAgent --session-id <SESSION_ID> -o <org>
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```
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## Exit Codes
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| Code | Meaning |
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|------|---------|
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| 0 | Success |
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| 1 | Validation/deployment failed |
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| 2 | Critical failure |
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