Agentforce Guide

global class GetOrderStatusAction {

    // Input wrapper — each @InvocableVariable is a field the LLM can populate
    global class ActionInput {
        @InvocableVariable(
            label='Order Number'
            description='The customer-facing order number, e.g. ORD-12345'
            required=true
        )
        global String orderNumber;

        @InvocableVariable(
            label='Customer Account ID'
            description='Salesforce Account ID of the requesting customer'
            required=false
        )
        global String accountId;
    }

    // Output wrapper — the LLM reads these to formulate its response
    global class ActionOutput {
        @InvocableVariable(label='Order Status')
        global String status;

        @InvocableVariable(label='Estimated Delivery Date')
        global String estimatedDelivery;

        @InvocableVariable(label='Tracking URL')
        global String trackingUrl;

        @InvocableVariable(label='Error Message')
        global String errorMessage;
    }

    @InvocableMethod(
        label='Get Order Status'
        description='Retrieves the current status and delivery information for a given order number. Use when the customer asks where their order is or when it will arrive.'
        category='Order Management'
    )
    global static List<ActionOutput> execute(List<ActionInput> inputs) {
        List<ActionOutput> outputs = new List<ActionOutput>();

        for (ActionInput inp : inputs) {
            ActionOutput out = new ActionOutput();

            try {
                List<Order__c> orders = [
                    SELECT Id, Status__c, Estimated_Delivery__c, Tracking_URL__c
                    FROM Order__c
                    WHERE Order_Number__c = :inp.orderNumber
                    LIMIT 1
                ];

                if (orders.isEmpty()) {
                    out.errorMessage = 'No order found with number ' + inp.orderNumber;
                } else {
                    Order__c order = orders[0];
                    out.status = order.Status__c;
                    out.estimatedDelivery = order.Estimated_Delivery__c != null
                        ? order.Estimated_Delivery__c.format()
                        : 'Not yet available';
                    out.trackingUrl = order.Tracking_URL__c;
                }

            } catch (Exception e) {
                out.errorMessage = 'Unable to retrieve order: ' + e.getMessage();
                System.debug(LoggingLevel.ERROR, 'GetOrderStatus error: ' + e.getMessage());
            }

            outputs.add(out);
        }

        return outputs;
    }
}

// In Flow Builder, for each variable you want the agent to use:

// INPUT variables (agent provides values TO the flow):
// ✅ Data Type: Text, Number, Boolean, Record, etc.
// ✅ "Available for Input" = true
// ✅ Description filled in (the LLM reads this)

// OUTPUT variables (flow returns values TO the agent):
// ✅ "Available for Output" = true
// ✅ Description filled in

// Flow-level settings:
// ✅ Flow Type: Auto-launched Flow (No Trigger)
// ✅ API Name is meaningful (shown in Agent Builder)
// ✅ Description explains when to use this flow

// In Agent Builder:
// Setup → Agents → [Agent] → Topics → [Topic] → Actions → Add Action
// Filter by "Flow" → select your Auto-launched Flow
// The LLM will map conversation context to flow variables automatically

import ConnectApi.EinsteinLLM;
import ConnectApi.EinsteinPromptTemplateGenerationsInput;
import ConnectApi.EinsteinPromptTemplateGenerationsRepresentation;

public class PromptTemplateService {

    public static String generateCaseEmail(Id caseId) {
        ConnectApi.EinsteinPromptTemplateGenerationsInput input =
            new ConnectApi.EinsteinPromptTemplateGenerationsInput();

        // Reference the template by its API name
        input.promptTemplateName = 'Case_Resolution_Email';

        // Provide the record context for merge fields
        input.inputParams = new Map<String, ConnectApi.WrappedValue>{
            'Input:CaseId' => ConnectApi.EinsteinLLM.wrap(caseId)
        };

        input.isPreview = false;

        ConnectApi.EinsteinPromptTemplateGenerationsRepresentation result =
            ConnectApi.EinsteinLLM.generateMessagesForPromptTemplate(input);

        return result.generations[0].text;
    }
}

// Unit test the Apex action independently of the agent runtime
@isTest
private class GetOrderStatusActionTest {

    @TestSetup
    static void makeData() {
        Order__c order = new Order__c(
            Order_Number__c = 'ORD-99999',
            Status__c = 'Shipped',
            Estimated_Delivery__c = Date.today().addDays(3),
            Tracking_URL__c = 'https://track.example.com/ORD-99999'
        );
        insert order;
    }

    @isTest
    static void validOrder_returnsStatusAndTracking() {
        GetOrderStatusAction.ActionInput inp = new GetOrderStatusAction.ActionInput();
        inp.orderNumber = 'ORD-99999';

        Test.startTest();
        List<GetOrderStatusAction.ActionOutput> results =
            GetOrderStatusAction.execute(new List<GetOrderStatusAction.ActionInput>{ inp });
        Test.stopTest();

        System.assertEquals(1, results.size(), 'Should return one result');
        System.assertEquals('Shipped', results[0].status, 'Status should be Shipped');
        System.assertNotEquals(null, results[0].trackingUrl, 'Tracking URL should be present');
        System.assertEquals(null, results[0].errorMessage, 'No error expected');
    }

    @isTest
    static void invalidOrder_returnsErrorMessage() {
        GetOrderStatusAction.ActionInput inp = new GetOrderStatusAction.ActionInput();
        inp.orderNumber = 'ORD-DOESNOTEXIST';

        Test.startTest();
        List<GetOrderStatusAction.ActionOutput> results =
            GetOrderStatusAction.execute(new List<GetOrderStatusAction.ActionInput>{ inp });
        Test.stopTest();

        System.assertNotEquals(null, results[0].errorMessage, 'Should return an error message');
        System.assertEquals(null, results[0].status, 'Status should be null on error');
    }
}