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Agentforce Setup

ToolboxAI can hand a tool's requests off to your own Agentforce agent instead of calling OpenAI or Claude directly. There's no API key to create — Agentforce runs inside your Salesforce org, so ToolboxAI just needs Agentforce turned on and the API Name of the agent you want it to use.

1. Turn on Agentforce​

  1. In Salesforce Setup, search for Agentforce Agents.
  2. If Agentforce isn't enabled yet, follow the prompts to turn it on for your org.

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2. Build or choose an agent​

  1. In Setup, search for Agent Builder (or go to App Launcher → Agentforce).
  2. Create a new agent, or select an existing one you'd like ToolboxAI to use.
  3. Make sure the agent is Activated — an inactive agent won't respond to ToolboxAI's requests.

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3. Copy the agent's API Name​

  1. Open your agent in Agent Builder.
  2. Go to the agent's details/settings and copy its API Name. This is the identifier ToolboxAI uses to call the agent — not the agent's display label.

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4. Point a ToolboxAI tool at the agent​

  1. In Salesforce, go to App Launcher → ToolboxAI.
  2. Click the Settings tab, then Tool Settings.
  3. For the tool you want to run on Agentforce (Activity Summarizer, Extractor, or RecordAI), set Provider to Agentforce.
  4. Paste the agent's API Name into the Agent API Name field.
  5. Click Save.

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That tool will now send its prompts to your Agentforce agent instead of OpenAI or Claude. You can mix providers — for example, running RecordAI on Agentforce while the Extractor stays on OpenAI.