# Agentforce Flow Diagram Template > Flowchart template for visualizing Agentforce agent architecture and conversation flows. - Skill: `tools-only/agentforce-flow-diagram-template` (Agent Skill, multi-file: 3 files) - Install (CLI): `npx skillmds@latest add tools-only/agentforce-flow-diagram-template` - Raw SKILL.md: https://api.skillmd.com/api/skills/tools-only/agentforce-flow-diagram-template/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: tools-only (https://skillmd.com/u/tools-only) - Updated: 2026-09-29 - Page: https://skillmd.com/skills/tools-only/agentforce-flow-diagram-template --- # Agentforce Flow Diagram Template Flowchart template for visualizing Agentforce agent architecture and conversation flows. ## When to Use - Documenting Agentforce agent structure - Planning agent topics and actions - Visualizing conversation flows - Architecture reviews ## Mermaid Template - Agent Structure ```mermaid %%{init: {"flowchart": {"nodeSpacing": 80, "rankSpacing": 70}} }%% flowchart TB subgraph agent["🤖 SERVICE AGENT"] direction TB DESC[/"Agent Description:
AI-powered customer service
assistant for order management"/] subgraph topics["📋 TOPICS"] direction LR T1[Order Status] T2[Return Request] T3[Product Info] T4[Escalation] end subgraph instructions["📝 INSTRUCTIONS"] I1[Greet professionally] I2[Verify customer identity] I3[Use knowledge base first] I4[Escalate if frustrated] end end subgraph topic_order["📦 TOPIC: ORDER STATUS"] direction TB TO_DESC[/"Help customers check
order and shipping status"/] TO_SCOPE[Scope: Order tracking,
delivery estimates] subgraph to_actions["ACTIONS"] TO_A1[Get Order Details
⚡ Apex] TO_A2[Check Shipping
🔄 Flow] end end subgraph topic_return["🔄 TOPIC: RETURN REQUEST"] direction TB TR_DESC[/"Process return and
refund requests"/] TR_SCOPE[Scope: Returns, refunds,
exchanges] subgraph tr_actions["ACTIONS"] TR_A1[Create Case
🔄 Flow] TR_A2[Generate Label
⚡ Apex] TR_A3[Process Refund
⚡ Apex] end end %% Connections T1 --> topic_order T2 --> topic_return TO_A1 --> ORDER_SVC[Order Service] TO_A2 --> SHIP_API[Shipping API] TR_A1 --> CASE_OBJ[(Case Object)] TR_A2 --> SHIP_API TR_A3 --> PAY_API[Payment API] %% Node Styling - Topics (violet-200) style T1 fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style T2 fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style T3 fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style T4 fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 %% Node Styling - Actions (emerald-200) style TO_A1 fill:#a7f3d0,stroke:#047857,color:#1f2937 style TO_A2 fill:#a7f3d0,stroke:#047857,color:#1f2937 style TR_A1 fill:#a7f3d0,stroke:#047857,color:#1f2937 style TR_A2 fill:#a7f3d0,stroke:#047857,color:#1f2937 style TR_A3 fill:#a7f3d0,stroke:#047857,color:#1f2937 %% Node Styling - External (orange-200) style ORDER_SVC fill:#fed7aa,stroke:#c2410c,color:#1f2937 style SHIP_API fill:#fed7aa,stroke:#c2410c,color:#1f2937 style PAY_API fill:#fed7aa,stroke:#c2410c,color:#1f2937 style CASE_OBJ fill:#fde68a,stroke:#b45309,color:#1f2937 %% Node Styling - Descriptions (slate-200) style DESC fill:#e2e8f0,stroke:#334155,color:#1f2937 style TO_DESC fill:#e2e8f0,stroke:#334155,color:#1f2937 style TO_SCOPE fill:#e2e8f0,stroke:#334155,color:#1f2937 style TR_DESC fill:#e2e8f0,stroke:#334155,color:#1f2937 style TR_SCOPE fill:#e2e8f0,stroke:#334155,color:#1f2937 style I1 fill:#e2e8f0,stroke:#334155,color:#1f2937 style I2 fill:#e2e8f0,stroke:#334155,color:#1f2937 style I3 fill:#e2e8f0,stroke:#334155,color:#1f2937 style I4 fill:#e2e8f0,stroke:#334155,color:#1f2937 %% Subgraph Styling - 50-level fills with dashed borders style agent fill:#fdf2f8,stroke:#be185d,stroke-dasharray:5 style topics fill:#f5f3ff,stroke:#6d28d9,stroke-dasharray:5 style instructions fill:#f8fafc,stroke:#334155,stroke-dasharray:5 style topic_order fill:#f5f3ff,stroke:#6d28d9,stroke-dasharray:5 style to_actions fill:#ecfdf5,stroke:#047857,stroke-dasharray:5 style topic_return fill:#f5f3ff,stroke:#6d28d9,stroke-dasharray:5 style tr_actions fill:#ecfdf5,stroke:#047857,stroke-dasharray:5 ``` ## Mermaid Template - Conversation Flow ```mermaid %%{init: {"flowchart": {"nodeSpacing": 80, "rankSpacing": 70}} }%% flowchart TD START([🟢 Conversation Start]) START --> GREET[Greet Customer] GREET --> CLASSIFY{Classify Intent} CLASSIFY -->|Order Related| ORDER_TOPIC CLASSIFY -->|Return Related| RETURN_TOPIC CLASSIFY -->|General Question| KB_SEARCH CLASSIFY -->|Unknown| CLARIFY subgraph ORDER_TOPIC["📦 ORDER STATUS TOPIC"] ORD_1[Ask for Order Number] ORD_2[Retrieve Order Details
⚡ GetOrderDetails Action] ORD_3{Order Found?} ORD_4[Display Status] ORD_5[Offer Additional Help] ORD_1 --> ORD_2 --> ORD_3 ORD_3 -->|Yes| ORD_4 --> ORD_5 ORD_3 -->|No| ORD_1 end subgraph RETURN_TOPIC["🔄 RETURN REQUEST TOPIC"] RET_1[Verify Order Eligible] RET_2{Eligible for Return?} RET_3[Create Return Case
🔄 CreateReturnCase Action] RET_4[Generate Return Label
⚡ GenerateLabel Action] RET_5[Provide Instructions] RET_6[Explain Policy] RET_1 --> RET_2 RET_2 -->|Yes| RET_3 --> RET_4 --> RET_5 RET_2 -->|No| RET_6 end KB_SEARCH[Search Knowledge Base
📚 Knowledge Action] KB_SEARCH --> KB_RESULT{Found Answer?} KB_RESULT -->|Yes| PROVIDE_ANSWER[Provide Answer] KB_RESULT -->|No| ESCALATE CLARIFY[Ask Clarifying Question] CLARIFY --> CLASSIFY ESCALATE[Escalate to Human
👤 Transfer Action] ORD_5 --> SATISFIED{Customer Satisfied?} RET_5 --> SATISFIED PROVIDE_ANSWER --> SATISFIED SATISFIED -->|Yes| END_SUCCESS([🟢 End - Resolved]) SATISFIED -->|No| ESCALATE ESCALATE --> END_TRANSFER([🟡 End - Transferred]) %% Node Styling - Start/End (emerald-200) style START fill:#a7f3d0,stroke:#047857,color:#1f2937 style END_SUCCESS fill:#a7f3d0,stroke:#047857,color:#1f2937 style END_TRANSFER fill:#fde68a,stroke:#b45309,color:#1f2937 %% Node Styling - Decisions (violet-200) style CLASSIFY fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style ORD_3 fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style RET_2 fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style KB_RESULT fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 style SATISFIED fill:#ddd6fe,stroke:#6d28d9,color:#1f2937 %% Node Styling - Actions (cyan-200) style GREET fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style ORD_1 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style ORD_2 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style ORD_4 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style ORD_5 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style RET_1 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style RET_3 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style RET_4 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style RET_5 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style RET_6 fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style KB_SEARCH fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style PROVIDE_ANSWER fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style CLARIFY fill:#a5f3fc,stroke:#0e7490,color:#1f2937 style ESCALATE fill:#fed7aa,stroke:#c2410c,color:#1f2937 %% Subgraph Styling - 50-level fills with dashed borders style ORDER_TOPIC fill:#f5f3ff,stroke:#6d28d9,stroke-dasharray:5 style RETURN_TOPIC fill:#f5f3ff,stroke:#6d28d9,stroke-dasharray:5 ``` ## ASCII Fallback Template ``` ┌─────────────────────────────────────────────────────────────────────────────┐ │ 🤖 SERVICE AGENT STRUCTURE │ └─────────────────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────────────────┐ │ AGENT: Customer Service Bot │ │ ───────────────────────────── │ │ Description: AI-powered assistant for order and return inquiries │ │ │ │ Instructions: │ │ • Greet customers professionally │ │ • Verify identity before sharing order details │ │ • Search knowledge base before escalating │ │ • Escalate if customer expresses frustration │ └─────────────────────────────────────────────────────────────────────────────┘ │ │ ▼ ┌─────────────────────────────────────────────────────────────────────────────┐ │ 📋 TOPICS │ │ ┌───────────────────┐ ┌───────────────────┐ ┌───────────────────┐ │ │ │ 📦 Order Status │ │ 🔄 Return Request │ │ ❓ General Help │ │ │ │ │ │ │ │ │ │ │ │ Scope: │ │ Scope: │ │ Scope: │ │ │ │ - Track orders │ │ - Process return │ │ - FAQ answers │ │ │ │ - Delivery ETA │ │ - Generate label │ │ - Knowledge base │ │ │ │ - Order history │ │ - Refund status │ │ - Escalation │ │ │ └─────────┬─────────┘ └─────────┬─────────┘ └─────────┬─────────┘ │ └────────────│──────────────────────│──────────────────────│──────────────────┘ │ │ │ ▼ ▼ ▼ ┌─────────────────────────────────────────────────────────────────────────────┐ │ ⚡ ACTIONS │ │ ┌───────────────────┐ ┌───────────────────┐ ┌───────────────────┐ │ │ │ GetOrderDetails │ │ CreateReturnCase │ │ SearchKnowledge │ │ │ │ [Apex Invocable] │ │ [Flow] │ │ [Standard Action] │ │ │ ├───────────────────┤ ├───────────────────┤ ├───────────────────┤ │ │ │ Input: │ │ Input: │ │ Input: │ │ │ │ - orderNumber │ │ - orderId │ │ - query │ │ │ │ - customerId │ │ - reason │ │ - language │ │ │ │ │ │ - quantity │ │ │ │ │ │ Output: │ │ Output: │ │ Output: │ │ │ │ - status │ │ - caseId │ │ - articles[] │ │ │ │ - items[] │ │ - returnLabel │ │ - confidence │ │ │ │ - trackingUrl │ │ - instructions │ │ │ │ │ └───────────────────┘ └───────────────────┘ └───────────────────┘ │ └─────────────────────────────────────────────────────────────────────────────┘ │ │ │ ▼ ▼ ▼ ┌─────────────────────────────────────────────────────────────────────────────┐ │ 🔗 INTEGRATIONS │ │ ┌───────────────────┐ ┌───────────────────┐ ┌───────────────────┐ │ │ │ Order Service │ │ Shipping API │ │ Knowledge Base │ │ │ │ (Salesforce) │ │ (FedEx/UPS) │ │ (Salesforce) │ │ │ └───────────────────┘ └───────────────────┘ └───────────────────┘ │ └─────────────────────────────────────────────────────────────────────────────┘ ``` ## Agent Components | Component | Description | Example | |-----------|-------------|---------| | Agent | The AI assistant container | Service Agent, SDR Agent | | Topic | Conversation category | Order Status, Returns | | Action | Executable capability | Apex method, Flow | | Instruction | Behavioral guideline | "Always verify identity" | | Scope | Topic boundaries | What's in/out of scope | ## Action Types | Type | Icon | Use Case | |------|------|----------| | Apex Invocable | ⚡ | Complex logic, callouts | | Flow | 🔄 | Record creation, updates | | Standard | 📚 | Knowledge search, case creation | | Prompt Template | 💬 | Dynamic response generation | ## Conversation Flow Patterns ### 1. Linear Flow ``` Start → Topic → Action → Response → End ``` ### 2. Branching Flow ``` Start → Classify → [Topic A | Topic B | Escalate] ``` ### 3. Loop Back ``` Start → Topic → Action → Validate → [Success | Retry] ``` ## Best Practices 1. **Clear topic boundaries** - Don't overlap scope 2. **Minimal actions per topic** - 3-5 max 3. **Always have escalation path** - Human handoff 4. **Use knowledge base first** - Before custom actions 5. **Verify before acting** - Confirm understanding ## Customization Points - Replace example topics with actual use cases - Add specific action inputs/outputs - Include actual integration endpoints - Show conversation sample flows