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Installing Box for Agentforce

Admin , Salesforce , Installation , Article , New , Instruction , Integration

Box for Agentforce provides reusable Agent actions that enable automation and intelligent agent-based workflows within Salesforce. It builds on the core functionality of the Box for Salesforce package by utilizing global and invocable Apex methods.

Prerequisites

Installing Box for Agentforce Extension Package

As a Salesforce Admin:

  1. Download the Box for Agentforce Extension package in the Salesforce AgentExchange by clicking Get it Now.
  2. Log in to your Salesforce Account.
  3. Choose your installation environment. (Box recommends you first install in a sandbox, development, or scratch org to test before deploying to production).
  4. Check the checkbox to accept the terms and conditions, then click Confirm and Install.
  5. Select Install for Admins Only, then click Install.
  6. The Extension may take a few minutes to complete.

Create and add Box topic(s) to your Agentforce Agent(s)

With the Box for Agentforce extension installed, Box Agent actions are now available with your Agentforce agents. However, for the best experience, we recommend creating Custom Topics to handle any Box-specific use cases.

To create a Custom Topic:

  1. Navigate to Setup by clicking the gear icon in the top-right hand corner of your Salesforce instance.
  2. In the Quick Find box, search for Agents, then select Agentforce Agents.
  3. Find the agent you want to modify, then click the dropdown on its right, and click Open in Builder.
  4. In the upper-right corner, check if the agent is active. If the agent is active, click Deactivate.
  5. In the Agent Builder, select Topics from the left tab.
  6. To create a new Topic, click the New dropdown menu, then select + New Topic.
  7. On the Create a Topic panel, review and modify generated content in each field. For more information on each of the parts of a topic, see here.
  8. Once complete, click Next.
  9. Then check all the relevant Agent actions to add to your topic, then click Finish.
  10. Once your topic is complete, click Activate to reactivate your agent.
  11. From the Agent Builder, test your agent to ensure your agent is working as expected.

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