Heroku Workshops

Appearance

Heroku AppLink and Agentforce Integration ​

Step 1. Deployment of the Heroku Application ​

You can deploy the Heroku application from the Heroku Dashboard or from the Heroku CLI.

  1. Go to the applink-agentforce-workshop repository and click on the Deploy to Heroku button.

Deploy to Heroku

  1. Enter a name for your Heroku application, for example username-agentforce-services, then, on App owner select the team-name provided by the instructor and click Deploy. Ignore the warning about the heroku-integration add-on not being available, this is because it is not available to the public yet.

    TIP

    • Heroku application names must be unique, the username is a proposal to make it unique. eg: jduque-agentforce-services
    • team-name will be provided by the instructor

    Deploy to Heroku

Deployment from Heroku CLI (Optional) ​

  1. Clone this repository:

    bash
    git clone https://github.com/heroku-examples/applink-agentforce-workshop
cd applink-agentforce-workshop

  2. Login to Heroku using the CLI:

    bash
    heroku login

  3. Create an Heroku application:

    bash
    heroku create <username>-agentforce-services -t <team-name>

    TIP

    • Heroku application names must be unique, the username is a proposal to make it unique. eg: jduque-agentforce-services

    • team-name will be provided by the instructor

    • Make sure that the git remote is setup:

    bash
    heroku git:remote -a <username>-agentforce-services

  4. Deploy application to Heroku by running:

    bash
    git push heroku main

  1. To check that your Salesforce org has AppLink enabled go to Setup > Heroku > Apps

    Heroku Apps Setup

  2. Install the Heroku AppLink CLI plugin:

    bash
    heroku plugins:install @heroku-cli/plugin-applink

  3. Provision the Heroku AppLink add-on:

    INFO

    ℹ️ This step is not needed if you deployed the application from the Heroku Dashboard

    bash
    heroku addons:create heroku-applink

  4. Add the Heroku AppLink Service Mesh buildpack to your app:

    INFO

    ℹ️ This step is not needed if you deployed the application from the Heroku Dashboard

    bash
    heroku buildpacks:add heroku/heroku-applink-service-mesh

Step 3. Assign User Permissions ​

  1. From Salesforce Setup, in the Quick Find box, enter and select Permission Sets.
  2. Select New and give the permission set a name. For example Manage Heroku AppLink.
  3. Select Save.
  4. In the Find Settings… box, enter and select Manage Heroku AppLink.
  5. At the top of the Systems Permissions page, select Edit.
  6. Select the checkbox next to Manage Heroku AppLink and select Save, and Save again.
  7. On the navigation bar of the Systems Permissions page, select Manage Assignments.
  8. Select Add Assignments.
  9. Select the checkbox next to the user you want to add the permission set to, select Next, then Assign.

Step 4. Connect the Heroku Application to Salesforce ​

  1. Connect your app to your Salesforce org:

    INFO

    💡 Make sure to replace username with the username used in your app name.

    bash
    heroku salesforce:connect agentforce-org --app <username>-agentforce-services

    This will open a browser window to login to Salesforce, use the credentials you obtained for your Salesforce org in the previous steps.

    Heroku App Allow Access

    Now in the terminal you should see that the Heroku application is connected to the Salesforce org.

    Heroku App Connected

    You can also verify the connection by running the following command:

    bash
    heroku applink:connections:info agentforce-org --app <username>-agentforce-services

    Heroku App Connection Info

    Or by going to the Heroku Dashboard and clicking on the Connections tab in the Heroku AppLink addon page.

    Heroku App Connection Info

  2. Publish the OpenAPI specification to your org as the ActionsService Service, run the following command where the api-docs.yaml file is located.

    TIP

    💡 The api-docs.yaml file is in the GitHub repository, you can download it from api-docs.yaml. If you used the Heroku CLI deployment approach, it will be in the root of the repository you cloned.

    bash
    heroku salesforce:publish api-docs.yaml --client-name ActionsService --connection-name agentforce-org --app <username>-agentforce-services --authorization-connected-app-name ActionsServiceConnectedApp --authorization-permission-set-name ActionsServicePermissions

    Heroku App Published

    Now the Heroku application is published to the Salesforce org as the ActionsService Service.

  3. (Optional) Trigger an application rebuild to install the Heroku AppLink buildpack:

    INFO

    ℹ️ This is not needed if you deployed from the Heroku Dashboard

    bash
    git commit --allow-empty -m "Rebuild app"
git push heroku main

  4. Verify that the published service is under Setup > Heroku > Apps

    Heroku App in Setup

  5. Click on the AgentforceServices service to view the puublished operations.

    Heroku Services in Salesforce

Step 5. Assign the Agentforce Services Permission Set ​

  1. From Setup, navigate to Permission Sets and click on the ActionsService permission set.
  2. Click on Manage Assignments
  3. Click on Add Assignments
  4. Select the EinsteinServiceAgent User profile and click Next
  5. Click Assign
  6. Repeat the above steps for the ActionsServicePermissions permission.

Step 6. Enable the User External Credentials permission ​

  1. From Setup, navigate to Permission Sets and click on the ActionsService permission set.

  2. Click on Object Settings

  3. Click on User External Credentials

  4. Edit the Object permissions and enable the Read permission.

    User External Credentials Permission

Step 6. Calling the Heroku Application from Agentforce ​

  1. Create an Agent Action

    1. From Setup, open Agentforce Assets and click on the Actions tab.

    2. Click New Agent Action.

    3. Configure the action as follows:

      FieldValue
      Reference Action TypeAPI
      Reference Action CategoryHeroku
      Reference ActionCalculate Finance Agreement
      Agent Action LabelKeep the default
      Agent Action API NameKeep the default

    4. Click Next.

    5. Leave in place the default instructions (obtained from the Heroku app API documentation)

    6. Uncheck the Loading Text checkbox

    7. Check Show in conversation in the Output section for the 200 output (This is the success response from the Heroku app)

    8. Click Finish

Step 5. Add the Agent Action to an Agent ​

  1. From Setup, open Agentforce Agents (under Agentforce Studio).

  2. Click on Koa Cars Dealership Agent in the list of agents.

  3. Click Open in Builder.

  4. Click Deactivate to deactivate the agent if its is Active, so that you can add a new custom action.

  5. In the Topics sidebar, click the Koa Cars Salea Agent topic.

  6. Go to This Topic's Actions tab.

  7. Select New and from the dropdown list choose Add from Asset Library.

  8. Check the Calculate Finance Agreement action and click Finish.

    Add Agent Action

  9. Confirm the Calculate Finance Agreement action is in the list of actions.

    Agent Action Added

Step 6. Testing the Agent Action ​

  1. Refresh the Conversation Preview panel click in the top right Refresh icon

  2. In the Conversation Preview panel, enter the following prompt:

    txt
    I want to buy the car with a $1,000 down payment, a max 5% interest rate, and a term over 3 years. Can you provide a competitive finance estimate?

  3. The agent will request the contact email:

    txt
    My email is johnsmith@codey.com

  4. The agent will ask for the car model:

    txt
    I'm interested in the Zig, model M3 car

    Testing in Agent Builder

  5. Navigate to the Contact record for johnsmith@codey.com and click Notes & Attachments to view the finance agreement in PDF form.

    Created PDF

Now you can see how the Heroku application is called from Agentforce to provide a finance agreement estimate and generate a PDF.