Retrieve and Share Files with Agentforce

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Here’s the hidden advantage of Agentforce that enhances your Salesforce workflow with minimal code.

1. Trend: Custom actions using Agentforce
– Salesforce professionals can use Agentforce to extend productivity with custom Apex or Flow actions.
– These actions streamline processes like retrieving and sharing files from external systems.

2. Insight: File retrieval and sharing
– Implementing custom actions to retrieve an invoice PDF from a third-party system and sharing it publicly is achievable with less than 200 lines of code.
– Use cases include drafting emails with public links to invoices, enhancing customer communication.

3. Depth: Challenges and considerations
– Limitations include managing file sizes exceeding the Apex heap limit, and potential storage overload on the Salesforce platform.
– Solutions involve using middleware for processing and regular cleanup to manage storage efficiently.

4. Execution: Practical steps
– First, configure an external credential for API calls to the third-party system to retrieve files.
– Next, create a ContentVersion to store retrieved files, and use ContentDistribution for public sharing with options like expiry dates and password protection.

Salesforce technical debt can impede business growth when overlooked. It’s crucial to proactively manage it by optimizing custom actions and storage solutions, ensuring maximum ROI. As a Salesforce architect, collaborating with managers to reduce technical debt supports strategic objectives effectively.

Explore the potential of Agentforce by integrating these custom actions to enhance productivity and streamline client interactions.

You can read it here: https://sfdc.blog/YhVTx

Source from developer(dot)salesforce(dot)com

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