274 Deployment Guide 5ec8ba99

Agent Deployment Guide

Complete guide to deploying Agentforce agents, including deployment methods, CLI commands, validation, activation, and troubleshooting.

Table of Contents

• Deployment Methods
• File Structure
• Deployment Workflow
• CLI Commands Reference
• Agent Metadata Types
• Troubleshooting
• Versioning and Promotion

Deployment Methods

There are two deployment methods with different capabilities:

Why the difference? These methods correspond to two authoring experiences:

• Script View (GenAiPlannerBundle): Full Agent Script syntax with utility actions inherent to the script
• Canvas/Builder View (AiAuthoringBundle): Low-code visual builder where some utility actions are not yet available

Recommendation: Use AiAuthoringBundle if you need agents visible in Agentforce Studio. Use GenAiPlannerBundle if you need full Agent Script features (run keyword, escalate with reason).

File Structure

AiAuthoringBundle Structure

force-app/main/default/aiAuthoringBundles/
└── My_Agent/
    ├── My_Agent.agent                   # Agent Script file
    └── My_Agent.bundle-meta.xml         # Bundle metadata

bundle-meta.xml content:

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

GenAiPlannerBundle Structure

force-app/main/default/genAiPlannerBundles/
└── My_Agent/
    ├── My_Agent.genAiPlannerBundle      # Planner bundle metadata
    └── agentScript/
        └── My_Agent_definition.agent    # Agent Script file

GenAiPlannerBundle agents do NOT appear in Agentforce Studio UI.

Deployment Workflow

Step 1: Deploy Dependencies First

If using Flow/Apex actions, deploy them BEFORE deploying the agent:

# Deploy Flows
sf project deploy start --metadata Flow --test-level NoTestRun --target-org [alias]

# Deploy Apex classes (if any)
sf project deploy start --metadata ApexClass --test-level NoTestRun --target-org [alias]

Step 2: VALIDATE AGENT (MANDATORY)

CRITICAL: Always validate before deployment to catch syntax errors early!

sf agent validate authoring-bundle --api-name [AgentName] --target-org [alias]

This validation:

• Checks Agent Script syntax and structure
• Verifies all topic references are valid
• Confirms variable declarations are correct
• Takes ~3 seconds (much faster than failed deployments)

DO NOT proceed to Step 3 if validation fails! Fix all errors first.

Step 3: Deploy Agent Bundle

Option A: Deploy via Metadata API (Recommended - More Reliable)

sf project deploy start --source-dir force-app/main/default/aiAuthoringBundles/[AgentName] --target-org [alias]

Best for:

• Updating existing agents
• Production deployments
• CI/CD pipelines
• Reliability (no HTTP 404 issues)

Option B: Publish via Agent CLI (Beta - May fail with HTTP 404)

sf agent publish authoring-bundle --api-name [AgentName] --target-org [alias]

Best for:

• Creating NEW agents (required to create BotDefinition)
• Development/sandbox testing

Step 4: Verify Deployment

# Open agent in Agentforce Studio to verify
sf org open agent --api-name [AgentName] --target-org [alias]

# Or query to confirm agent exists
sf data query --query "SELECT Id, DeveloperName FROM BotDefinition WHERE DeveloperName = '[AgentName]'" --target-org [alias]

Step 5: Activate Agent (When Ready for Production)

sf agent activate --api-name [AgentName] --target-org [alias]

NEW Agents vs UPDATING Existing Agents

HTTP 404 Error is BENIGN for BotDefinition, but BLOCKS UI Visibility

• The sf agent publish authoring-bundle command may fail with ERROR_HTTP_404 during "Retrieve Metadata" step
• If "Publish Agent" step completed (✔), the BotDefinition WAS created successfully
• However, the AiAuthoringBundle metadata is NOT deployed to the org
• This means agents will be INVISIBLE in Agentforce Studio UI even though they exist!
• FIX: After HTTP 404 error, run sf project deploy start to deploy the AiAuthoringBundle metadata:

  sf project deploy start --source-dir force-app/main/default/aiAuthoringBundles/[AgentName] --target-org [alias]
  

• Verify deployment: sf org list metadata --metadata-type AiAuthoringBundle --target-org [alias]

Workflow for NEW Agents (with HTTP 404 fix)

# 1. Deploy dependencies first (flows, apex)
sf project deploy start --source-dir force-app/main/default/flows --target-org [alias]
sf project deploy start --source-dir force-app/main/default/classes --target-org [alias]

# 2. Publish agent (may show HTTP 404 but BotDefinition is still created)
sf agent publish authoring-bundle --api-name [AgentName] --target-org [alias]

# 3. ⚠️ CRITICAL: Deploy AiAuthoringBundle metadata (required for UI visibility!)
# This step is REQUIRED if you got HTTP 404 error above
sf project deploy start --source-dir force-app/main/default/aiAuthoringBundles/[AgentName] --target-org [alias]

# 4. Verify agent was created AND metadata deployed
sf data query --query "SELECT Id, DeveloperName FROM BotDefinition WHERE DeveloperName = '[AgentName]'" --target-org [alias]
sf org list metadata --metadata-type AiAuthoringBundle --target-org [alias]

# 5. Activate (required to enable agent)
sf agent activate --api-name [AgentName] --target-org [alias]

Workflow for UPDATING Existing Agents

# Use sf project deploy start (more reliable, no HTTP 404 issues)
sf project deploy start --source-dir force-app/main/default/aiAuthoringBundles/[AgentName] --target-org [alias]

CLI Commands Reference

Complete CLI reference for Agentforce agent DevOps.

Authoring Commands

# Validate Agent Script syntax (RECOMMENDED before publish)
sf agent validate authoring-bundle --api-name [AgentName] --target-org [alias]

# Publish agent to org (creates Bot, BotVersion, AiAuthoringBundle metadata)
sf agent publish authoring-bundle --api-name [AgentName] --target-org [alias]

⚠️ No --source-dir or --async flags! Commands auto-find bundles in DX project.

Preview Commands

# Preview with agent selection prompt
sf agent preview --target-org [alias]

# Preview specific agent (simulated mode - default)
sf agent preview --api-name [AgentName] --target-org [alias]

# Preview in live mode (requires connected app)
sf agent preview --api-name [AgentName] --use-live-actions --client-app [AppName] --target-org [alias]

# Preview with debug output saved
sf agent preview --api-name [AgentName] --output-dir ./logs --apex-debug --target-org [alias]

Preview Modes:

Connected App Setup: See testing-guide.md.

Lifecycle Commands

# Activate agent (makes available to users)
sf agent activate --api-name [AgentName] --target-org [alias]

# Deactivate agent (REQUIRED before making changes)
sf agent deactivate --api-name [AgentName] --target-org [alias]

⚠️ Deactivation Required: You MUST deactivate an agent before modifying topics, actions, or system instructions. After changes, re-publish and re-activate.

Sync Commands (Agent Pseudo Metadata Type)

The Agent pseudo metadata type retrieves/deploys all agent components:

# Retrieve agent + dependencies from org
sf project retrieve start --metadata Agent:[AgentName] --target-org [alias]

# Deploy agent metadata to org
sf project deploy start --metadata Agent:[AgentName] --target-org [alias]

What Gets Synced: Bot, BotVersion, GenAiPlannerBundle, GenAiPlugin, GenAiFunction

Management Commands

# Open agent in Agentforce Studio
sf org open agent --api-name [AgentName] --target-org [alias]

# Update plugin to latest (if commands missing)
sf plugins install @salesforce/plugin-agent@latest

Full Deployment Workflow

# 1. Deploy Apex classes (if any)
sf project deploy start --metadata ApexClass --target-org [alias]

# 2. Deploy Flows
sf project deploy start --metadata Flow --target-org [alias]

# 3. ⚠️ VALIDATE Agent Script (MANDATORY - DO NOT SKIP!)
sf agent validate authoring-bundle --api-name [AgentName] --target-org [alias]
# If validation fails, fix errors before proceeding!

# 4. Deploy/Publish agent (choose one method)
# Option A: Metadata API (more reliable)
sf project deploy start --source-dir force-app/main/default/aiAuthoringBundles/[AgentName] --target-org [alias]
# Option B: Agent CLI (beta - may fail with HTTP 404)
sf agent publish authoring-bundle --api-name [AgentName] --target-org [alias]

# 5. Verify deployment
sf org open agent --api-name [AgentName] --target-org [alias]

# 6. Preview (simulated mode)
sf agent preview --api-name [AgentName] --target-org [alias]

# 7. Activate (when ready for production)
sf agent activate --api-name [AgentName] --target-org [alias]

# 8. Preview (live mode - optional, requires connected app)
sf agent preview --api-name [AgentName] --use-live-actions --client-app [App] --target-org [alias]

IMPORTANT:

• Always run sf agent validate authoring-bundle BEFORE deployment to catch errors early (~3 seconds vs minutes for failed deploys)
• If sf agent publish fails with HTTP 404, use sf project deploy start --source-dir instead - both work for AiAuthoringBundles

Agent Metadata Types

When working with agent metadata directly, these are the component types:

Agent Pseudo Metadata Type

The Agent pseudo type is a convenience wrapper that retrieves/deploys all related components:

# Retrieves: Bot + BotVersion + GenAiPlannerBundle + GenAiPlugin + GenAiFunction
sf project retrieve start --metadata Agent:My_Agent --target-org [alias]

Retrieving Specific Components

# Retrieve just the bot definition
sf project retrieve start --metadata Bot:[AgentName] --target-org [alias]

# Retrieve just the planner bundle
sf project retrieve start --metadata GenAiPlannerBundle:[BundleName] --target-org [alias]

# Retrieve all plugins (topics)
sf project retrieve start --metadata GenAiPlugin --target-org [alias]

# Retrieve all functions (actions)
sf project retrieve start --metadata GenAiFunction --target-org [alias]

Metadata Relationships

Bot (Agent Definition)
└── BotVersion (Version Config)
    └── GenAiPlannerBundle (Reasoning Engine)
        ├── GenAiPlugin (Topic 1)
        │   ├── GenAiFunction (Action 1)
        │   └── GenAiFunction (Action 2)
        └── GenAiPlugin (Topic 2)
            └── GenAiFunction (Action 3)

Troubleshooting

Common Deployment Errors

Validation Errors

Debug Tips

1. Always validate first: sf agent validate authoring-bundle --api-name [Name]
2. Check deployment logs: Look for specific error messages
3. Verify Flow deployment: sf org list metadata --metadata-type Flow
4. Test in preview mode: sf agent preview --api-name [Name] before activating
5. Check org permissions: Ensure default_agent_user has proper permissions

Versioning and Promotion

Version Management

Salesforce automatically creates versions when you publish agents:

# View agent versions
sf data query --query "SELECT Id, Name, Version FROM BotVersion WHERE BotDefinition.DeveloperName = '[AgentName]'" --target-org [alias]

Versions are incremental: v1, v2, v3, etc.

Promoting Between Orgs

Recommended approach: Use source control + deployments

# 1. Retrieve agent from sandbox
sf project retrieve start --metadata Agent:[AgentName] --target-org SandboxAlias

# 2. Commit to source control
git add force-app/main/default/aiAuthoringBundles/
git commit -m "Add agent [AgentName]"
git push

# 3. Deploy to production
sf project deploy start --source-dir force-app/main/default/aiAuthoringBundles/[AgentName] --target-org ProdAlias

# 4. Activate in production
sf agent activate --api-name [AgentName] --target-org ProdAlias

Change Sets (Alternative)

1. Navigate to Setup → Change Sets in source org
2. Create new outbound change set
3. Add components:
   • Bot: [AgentName]
   • BotVersion: [AgentName].v[N]
   • AiAuthoringBundle: [AgentName]
   • All related Flows/Apex classes
4. Upload to target org
5. Deploy in target org
6. Activate agent in target org

Best Practices

Pre-Deployment Checklist

• All Flow/Apex dependencies deployed to org
• Agent passes sf agent validate authoring-bundle
• All input/output names match Flow variables exactly
• Agent tested in preview mode (simulated)
• default_agent_user is valid org user with permissions
• All topics have label: and description:
• No reserved words used as input/output names

Post-Deployment Checklist

• Agent visible in Agentforce Studio (if using AiAuthoringBundle)
• Agent activated successfully
• Agent tested in preview mode (live)
• All actions execute correctly
• Topic routing works as expected
• Escalation works (if applicable)

Deployment Strategy

References

For additional information, see:

• testing-guide.md - Agent testing approaches
• agent-script-reference.md - Full Agent Script syntax
• actions-guide.md - Action implementation patterns
• ../docs/cli-guide.md - Complete CLI command reference