033 CLI Guide 7630e4b3

Agent Script CLI Quick Reference

Pro-Code Lifecycle: Git, CI/CD, and CLI for Agent Development

The sf agent Commands

⚠️ CRITICAL: Use sf agent publish authoring-bundle for Agent Script deployment, NOT sf project deploy start. The metadata API deploy will fail with "Required fields are missing: [BundleType]".

Authoring Bundle Structure

⚠️ CRITICAL NAMING CONVENTION: File must be named AgentName.bundle-meta.xml, NOT AgentName.aiAuthoringBundle-meta.xml. The metadata API expects .bundle-meta.xml suffix.

force-app/main/default/aiAuthoringBundles/
└── ProntoRefund/
    ├── ProntoRefund.agent           # Your Agent Script (REQUIRED)
    └── ProntoRefund.bundle-meta.xml # Metadata XML (REQUIRED)

AgentName.bundle-meta.xml Content

<?xml version="1.0" encoding="UTF-8"?>
<AiAuthoringBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <bundleType>AGENT</bundleType>
</AiAuthoringBundle>

⚠️ COMMON ERROR: Using <BundleType> (PascalCase) instead of <bundleType> (camelCase) will NOT cause errors, but the field name in the XML element is bundleType (lowercase b).

Bundle Naming Rules

Deployment Command (NOT sf project deploy!)

# ✅ CORRECT: Use sf agent publish authoring-bundle
sf agent publish authoring-bundle --api-name ProntoRefund -o TARGET_ORG

# ❌ WRONG: Do NOT use sf project deploy start
# This will fail with "Required fields are missing: [BundleType]"

Pro-Code Workflow

┌─────────────┐    ┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│ 1 Retrieve  │ →  │ 2 Edit      │ →  │ 3 Validate  │ →  │ 4 Deploy    │
│ Pull agent  │    │ CLI/editor  │    │ Check syntax│    │ Push to prod│
│ from org    │    │ + Claude    │    │             │    │             │
└─────────────┘    └─────────────┘    └─────────────┘    └─────────────┘

Step 1: Retrieve

# Retrieve from sandbox
sf project retrieve start --metadata Agent:ProntoRefund --target-org sandbox --json

Step 2: Edit

# Edit the agent script
vim ./ProntoRefund/main.agent

Step 3: Validate

# Validate authoring bundle syntax
sf agent validate authoring-bundle --api-name ProntoRefund -o TARGET_ORG --json

Step 4: Publish

# Publish agent to org (4-step process: Validate → Publish → Retrieve → Deploy)
sf agent publish authoring-bundle --api-name ProntoRefund -o TARGET_ORG --json

# Expected output:
# ✔ Validate Bundle    ~1-2s
# ✔ Publish Agent      ~8-10s
# ✔ Retrieve Metadata  ~5-7s
# ✔ Deploy Metadata    ~4-6s

⚠️ Do NOT use sf project deploy start - it will fail with "Required fields are missing: [BundleType]"

Testing Commands

# Run agent tests (--api-name refers to an AiEvaluationDefinition, not the agent)
sf agent test run --api-name MyTestDef --wait 10 -o TARGET_ORG --json

Validation Commands

# Validate authoring bundle syntax
sf agent validate authoring-bundle --api-name MyAgent -o TARGET_ORG --json

# Run tests against test definition
sf agent test run --api-name MyTestDef --wait 10 -o TARGET_ORG --json

Common Validation Errors

Einstein Agent User Setup

Query Existing Users

sf data query --query "SELECT Username FROM User WHERE Profile.Name = 'Einstein Agent User' AND IsActive = true"

Username Format

agent_user@<org-id>.ext

Example: agent_user@00drt00000limwjmal.ext

Get Org ID

sf org display --json | jq -r '.result.id'

CI/CD Integration

GitHub Actions Example

name: Agent Testing
on: [push, pull_request]
jobs:
  test:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v3
      - name: Validate Agent
        run: sf agent validate authoring-bundle --api-name MyAgent -o TARGET_ORG --json
      - name: Run Tests
        run: sf agent test run --api-name MyTestDef --wait 10 -o TARGET_ORG --json

Deployment Pipeline

┌─────────────┐      ┌─────────────┐      ┌─────────────┐
│  Sandbox    │ ───▶ │   Staging   │ ───▶ │ Production  │
│   v1.3.0    │      │  Validate   │      │   v1.3.0    │
└─────────────┘      └─────────────┘      └─────────────┘

6-Step Pipeline

1. Retrieve from Sandbox - Pull latest agent bundle
2. Validate Syntax - Check Agent Script for errors
3. Run Tests - Execute automated agent tests
4. Code Review - Automated best practices checks
5. Deploy to Production - Push validated bundle
6. Verify Deployment - Confirm agent is active

Agent Creation Commands

Create Agent from Spec File

# Generate an agent specification YAML first
sf agent generate agent-spec \
  --type customer \
  --role "Customer Service Representative" \
  --company-name "Acme Corp" \
  --company-description "E-commerce platform" \
  --output-file agent-spec.yaml

# Create the agent from the spec
sf agent create \
  --api-name MyServiceAgent \
  --spec agent-spec.yaml \
  -o TARGET_ORG --json

Generate Agent Template (ISV Packaging)

# Generate template for managed package distribution
sf agent generate template \
  --agent-file force-app/main/default/aiAuthoringBundles/MyAgent/MyAgent.agent \
  --agent-version 1.0 \
  --json

Programmatic Preview (Non-Interactive)

Unlike sf agent preview (interactive terminal), these subcommands enable scripted/automated agent testing — critical for CI/CD.

# 1. Start a preview session
SESSION_ID=$(sf agent preview start --api-name MyAgent -o TARGET_ORG --json | jq -r '.result.sessionId')

# 2. Send utterances programmatically
sf agent preview send --session-id $SESSION_ID --message "I need a refund" --json

# 3. Send follow-up messages
sf agent preview send --session-id $SESSION_ID --message "Order #12345" --json

# 4. End the session
sf agent preview end --session-id $SESSION_ID --json

# List active preview sessions
sf agent preview sessions -o TARGET_ORG --json

Browser Quick-Open Commands

# Open specific agent in Agentforce Builder
sf org open agent --api-name MyAgent -o TARGET_ORG

# Open Agentforce Studio (list view of all authoring bundles)
sf org open authoring-bundle -o TARGET_ORG

# Get URL only (for CI/CD logs or scripts)
sf org open agent --api-name MyAgent -o TARGET_ORG --url-only

Three-Phase Lifecycle

┌─────────────┐      ┌─────────────┐      ┌─────────────┐
│   ✏️ Draft   │  →   │  🔒 Commit  │  →   │  ✅ Activate │
│   EDITABLE  │      │  READ-ONLY  │      │    LIVE     │
└─────────────┘      └─────────────┘      └─────────────┘

Key Insight: Commit doesn't deploy - it freezes. Activate makes it live.

API Versioning Behavior

Agent versions share the same agentId (the BotDefinition / Agent record) but have distinct version IDs.

# The Agent Runtime API defaults to the active version:
curl -X POST ".../einstein/ai-agent/v1" \
  -d '{"agentDefinitionId": "0XxXXXXXXXXXXX"}'   # Uses active version

# To target a specific version (draft/committed), include versionId:
curl -X POST ".../einstein/ai-agent/v1" \
  -d '{"agentDefinitionId": "0XxXXXXXXXXXXX", "agentVersionId": "4KdXXXXXXXXXXX"}'

Key implication: When testing draft versions via API, you must explicitly pass the version ID. Otherwise, the API will use the last activated version — which may not reflect your latest changes.