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.

Deployment from Heroku Dashboard (Recommended)

1. Go to the heroku-tdx25-agentforce repository and click on the Deploy to Heroku button.

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

   

Deployment from Heroku CLI (Optional)

1. Clone this repository:

   git clone https://github.com/heroku-examples/heroku-tdx25-agentforce
   cd heroku-tdx25-agentforce

2. Login to Heroku using the CLI:

   heroku login

3. Create an Heroku application:

   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:

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

4. Deploy application to Heroku by running:

   git push heroku main

Step 2. Heroku AppLink Add-on Configuration

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

   

2. Install the Heroku AppLink CLI plugin:

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

3. Provision the Heroku AppLink add-on:

   INFO

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

   heroku addons:create heroku-applink --app <username>-agentforce-services

4. Configure the HEROKU_APP_ID environment variable:

   Run the following command and take note of the application Id:

   heroku apps:info --json

   The application Id should appear in the app section of the JSON:

   {
      "addons": ...
      "app": { 
         ...
         "id": "2ce48014-dd24-4733-a1dc-707cf677d29e",
      },
      "dynos": ...
   }

   Run the following command with this id:

   heroku config:set HEROKU_APP_ID=<appid>

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

   INFO

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

   heroku buildpacks:add https://github.com/heroku/heroku-buildpack-heroku-applink-service-mesh

6. Connect your app to your Salesforce org:

   INFO

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

   heroku salesforce:connect applink-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.

   

7. Publish the OpenAPI specification to your org as the ActionsService Service, run the 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.

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

   

8. Trigger an application rebuild to install the Heroku AppLink buildpack:

   INFO

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

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

9. Verify the service is under Setup > Heroku > Apps

   

10. Now you can check the Heroku application in the Salesforce org by going to Setup > Heroku > Apps and clicking on the AgentforceServices app.

    

Step 3. 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 4. 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:

      Field	Value
      Reference Action Type	API
      Reference Action Category	Heroku
      Reference Action	Calculate Finance Agreement
      Agent Action Label	Keep the default
      Agent Action API Name	Keep 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.

   

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

   

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:

   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:

   My email is johnsmith@codey.com

4. The agent will ask for the car model:

   I'm interested in the Zig M3 car

   

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

   

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