What license do I need to use this feature?
The use of Pre/Post Deployment Steps in pipelines is tied to the Automation Starter, Teams, and Enterprise Add-on tiers
Overview
When you deploy Agentforce agents through the Metadata API, Salesforce deploys the bot versions as inactive in the target org. This means that after every promotion, someone needs to log in to the target org and activate the bots manually and if that step is missed, your changes won't take effect.
Gearset already supports Agentforce agents activation in Compare and Deploy. You can now also activate Agentforce agents automatically in Pipelines, using an automated post-deployment step. This works in the same way as the Flow Activation deployment step, and is built on our pre and post deployment steps functionality.
Creating an Agentforce agent activation post deployment step
Add the Agentforce agent activation post-deployment step in either of two places:
When creating the pull request (PR) for your feature work, via the
Deployment stepstab
From the pipeline view, by selecting an open PR and clicking
Add step
When creating the step, you can choose the environments it should run against using Environments to run against. If you only want bots activated in a subset of your environments, select just those environments here.
Using Agentforce agent activation deployment steps
After a successful promotion to an environment with an Agentforce agent activation step attached, Gearset automatically activates any Agentforce agent included in the promotion's deployment package. Once the bots have been activated, the deployment step is marked as completed.
If Gearset is unable to activate the bots automatically, the step appears alongside any other incomplete post-deployment steps in the Pending completion tab, with a message letting you know the activation needs to be handled manually. Once you've activated the bots in Salesforce, tick the checkbox on the step to mark it as completed.
Gearset will also highlight any environment with uncompleted post-deployment steps in the UI by displaying a notification: "Some post-deployment steps haven't been completed".
Viewing activation results
To see the results of the Agentforce agent activation, click on the step. Gearset shows a table with the outcome for each bot.
This information is also included in the deployment summary, which you can access via your deployment history or the promotion history for the environment.
