Gearset’s Agentforce metadata deployment solution streamlines the process of deploying AI-powered configurations within Salesforce. Agentforce is a low-code platform from Salesforce that allows users to create autonomous AI Agents.
Agentforce is a low-code platform from Salesforce that allows users to create autonomous AI Agents.
This guide will explain how to successfully deploy AI Agents (GenAiPlanner) associated Topics (GenAiPlugin), Agent Actions (GenAiFunction) and Prompt Templates (GenAiPromptTemplate) via Gearset.
To learn more about Gearset’s Agentforce deployment capabilities, visit our Agentforce deployment solution page.
Please ensure that you have the necessary permission set licenses to retrieve these types. The required licenses include:
Agentforce (Default)
Agentforce Service Agent Builder
Einstein Prompt Templates
Prompt Template Manager
Prerequisites
The Agentforce (GenAi) metadata types were introduced in the Salesforce metadata API version 60. This means that when performing a comparison in Gearset you must ensure the API version is set to 60 or higher for these GenAi metadata types to appear in your comparison.
The default comparison API version for most customers is Default (highest common version) which will take the version from your SFDX project JSON file from both source and target and it will use the lower of the two.
If you are using a VCS branch as a source or target then updating your SFDX project JSON file in your VCS branch to use at least API version (60) will allow the comparison to occur without manually changing the API version on your filter.
{
"packageDirectories": [
{
"path": "force-app",
"default": true
}
],
"namespace": "",
"sfdcLoginUrl": "https://login.salesforce.com",
"sourceApiVersion": "60.0"
}
You can manually change the API version by editing your filter settings.
Either from the compare & deploy page by clicking the arrow on the comparison filter and selecting MANAGE CUSTOM FILTERS
Then selecting the API version to use from the drop down and clicking the Ok button
Or from the comparison screen by clicking on the cog in the upper left hand corner of the comparison
Then selecting the API version to use from the drop down and clicking the Update comparison button
or to keep this version going forward then Save filter (you can create a new filter or update your current filter).
Metadata types
Supported type | Agentforce term | How to deploy guide |
GenAiPromptTemplate | Prompt Template | |
GenAiFunction | Agent Action | |
GenAiPlugin | Topic | |
GenAiPlanner | AI Agent |