Agentforce Planner Bundle Builder

Installation
SKILL.md

Agentforce Planner Bundle Builder

This skill provides comprehensive knowledge for building Agentforce Planner Bundles - the core configuration files that define AI agent capabilities, behavior, and structure in Salesforce Agentforce.

Quick Reference

Architecture: Three-tier system

  1. GenAiFunctions → Define reusable actions (Flows/Apex/standard actions)
  2. GenAiPlugins → Define reusable topics (reference functions)
  3. GenAiPlannerBundles → Create agents (reference plugins, create local copies)

Deployment Order (CRITICAL):

  1. GenAiFunctions (no dependencies)
  2. GenAiPlugins (depends on functions)
  3. GenAiPlannerBundles (depends on plugins and functions)

Agent Types:

  • Service Agents: Customer-facing (CustomerWebClient surface, SvcCopilotTmpl__ prefix)
  • Employee Agents: Internal-facing (Messaging only, EmployeeCopilot__ prefix)
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