Are you a Salesforce Administrator or Developer looking for a reliable way to determine if the Salesforce Agentforce SDR Agent is enabled in your organization? This feature, part of Salesforce’s AI capabilities, can significantly impact your sales development processes. Knowing its status programmatically allows for more dynamic and intelligent Apex code, custom components, and reporting.

This post will walk you through a simple yet effective Apex method to check for the presence of the Salesforce Agentforce SDR Agent.

Understanding Salesforce Agentforce SDR Agent and its Footprint

When the Salesforce Agentforce SDR Agent is enabled in a Salesforce org, it creates a specific Permission Set. This Permission Set serves as a key indicator of the feature’s activation.

Here’s what you need to know about this Permission Set:

• API Name: EinsteinSdrAgent
• Label: Agentforce SDR agent

This consistent naming convention allows us to leverage Apex to query for its existence.

Why Programmatically Check for SDR Agent Status?

Knowing whether the SDR Agent is enabled through Apex opens up several possibilities:

• Conditional Logic: Your Apex code can execute different logic based on the SDR Agent’s status. For example, if it’s enabled, you might trigger specific automations or present relevant UI elements.
• Feature Availability Checks: Before attempting to use features reliant on the SDR Agent, you can perform a check to avoid errors.
• Custom Reporting: Create custom reports or dashboards that reflect the status of this important feature across your Salesforce instances.
• Automated Configuration: In CI/CD pipelines or deployment scripts, you could use this check to verify proper feature enablement post-deployment.

The Apex Code Solution

The most straightforward way to check for the EinsteinSdrAgent Permission Set is to query the PermissionSet object in Apex. We’ll specifically look for a Permission Set with the Name (API Name) of EinsteinSdrAgent and ensure it’s not a custom Permission Set (as the one created by Salesforce is standard).

Here’s the Apex code:

Sample Apex Code:

Integer intSDRAgentCount = [
    SELECT COUNT()
    FROM PermissionSet
    WHERE Name = 'EinsteinSdrAgent'
    AND IsCustom = false
];

if ( intSDRAgentCount > 0 ) {
    System.debug( 'SDR Agent enabled' );
    // Your custom logic when SDR Agent is enabled
} else {
    System.debug( 'SDR Agent disabled' );
    // Your custom logic when SDR Agent is disabled
}

Code Breakdown:

1. Integer intSDRAgentCount: We declare an integer variable to store the count of matching Permission Sets.
2. SELECT COUNT() FROM PermissionSet: This SOQL query counts the number of records in the PermissionSet object.
3. WHERE Name = 'EinsteinSdrAgent': This crucial condition filters the Permission Sets, looking specifically for the one with the API Name EinsteinSdrAgent.
4. AND IsCustom = false: This additional condition ensures that we are looking for the standard Permission Set created by Salesforce when the SDR Agent is enabled, and not a similarly named custom Permission Set that an admin might have created.
5. if ( intSDRAgentCount > 0 ): If the query returns a count greater than zero, it means the EinsteinSdrAgent Permission Set exists, indicating that the Salesforce Agentforce SDR Agent is enabled.
6. System.debug(...): For demonstration, we are using System.debug to print the status. In a real-world scenario, you would replace this with your specific business logic.

Conclusion

By utilizing this simple Apex code snippet, you can reliably and programmatically determine whether the Salesforce Agentforce SDR Agent is enabled in your Salesforce organization. This empowers you to build more robust, adaptive, and intelligent Salesforce applications that can react to the underlying feature configurations of your org.