Salesforce AI Sales Agent powered by AWS

Follow these steps to configure and use the Salesforce Agent.

Configure Environment Variables

Before running the agent, you must set the following four environment variables in your environment. These variables allow the agent to securely authenticate with your Salesforce instance.

SF_USERNAME: Your Salesforce username. SF_PASSWORD: Your Salesforce password. SF_SECURITY_TOKEN: Your unique Salesforce security token. For help obtaining your Security Token, please refer below. SF_DOMAIN: Your Salesforce domain. This is typically login.salesforce.com for production environments or test.salesforce.com for sandboxes.

Example: You can set these variables in Step 2 when creating the agent runtime. --environment-variables '{ "SF_USERNAME": "username@acmecorp.com ", "SF_PASSWORD": "password1234", "SF_SECURITY_TOKEN": "randomtoken", "SF_DOMAIN": "acmecorp.develop.my.salesforce.com", }'

Note: To use the agent, you need your Salesforce username, password, and a security token.

Username and Password: Use the same credentials you use to log in to Salesforce. Security Token: If you don't have your security token, you can reset it from your personal settings within Salesforce. Log in to Salesforce.

Go to Settings > My Personal Information > Reset My Security Token. Click the Reset Security Token button. The new token will be emailed to you.

Note: When authenticating, Salesforce requires the security token to be appended directly to the end of your password. However, this agent handles the concatenation for you. Simply provide the password and token in their respective environment variables.

Once the agent is running in Step 3, you can send requests to it using a JSON payload. The payload should contain an input object with a prompt detailing your request.

Example Payload:

{ "input": { "prompt": "account summary for CustomerA" } }