Testing Agentforce Agents from VS Code

Hello everyone. In this video, we are

going to see how to test Salesforce

agent force agents from Visual Studio

Code.

As part of agent force agents

development, it is crucial to test the

agent force agents

regularly as we do some changes to the

agents.

The prerequisite to test Salesforce

agent force agents from VS code are we

have to install VS code. So you can make

use of this uh link. you can go to the

VS code uh website and then you can

download it and install it based on your

OS version. If you are using Windows,

you have to download it. Uh you you have

to download the .exe file. Um and if you

are going to use Mac OS, then you have

to download the package accordingly.

The next step is we have to install

Salesforce extension pack within the VS

code. You can use this link and then you

should be able to

install Salesforce extension pack

from the VS code marketplace.

Next, we have to install agent force DX

VS code extension. So, you can use this

link and then you should be able to

install it. If you are using uh code

builder then you have to use this link

and then you have to do it. As part of

this video we are going to use the VS

code uh uh in the Mac OS and we are not

going to make use of code builder.

Next install Salesforce command line

interface.

Make sure it is up to date.

If you wanted uh uh to set up a

Salesforce uh uh project then you can

make use of these two links.

You can make use of these two links so

that you will be able to set up

Salesforce uh project for the

development in your VS code.

The first step is we have to make sure

we have

the agent force agents that are

available in your org are exported

to your

local VS code. So for example here if I

go to Salesforce setup

these are all the agent force agents

that are available in my Salesforce or

so we have to export this in our VS

code.

So you can make use of this package.xml

XML even the bot is not needed but still

if you want you can export the bot so

that you will have the gen a planner and

as well as the bot uh whenever we run

the uh agent force DX commands it makes

use of gen a planner uh but I wanted to

export the bot also so you can make use

of this package doxml and then you have

to export the gen a planner so here you

can make use of this package doxml

And then you can use sfdx retrieve

source and manufactur from or so that it

will retrieve the gen a plug-in

sorry gen a planners.

It is still exporting the gen a

planners.

We have to first create a agent test

specification file. In order to

do that, you have to make use of this

command. So I'm going to make use of

this command.

Let this run and complete.

This will extract

bot and as well as the gen AI planner

from my Salesforce arc.

Okay, let it run. Meanwhile,

in the terminal, I'm going to

run this command SF agent generate test

specification. So, test-en spec. So this

will create the agent force test

specification.

Let me clear this.

I think I have already exported my gen

planners. So I'm not going to run this

uh I'm not going to export it again

since I have already done it. So let's

go to the terminal. Let's run this

command. So this will create agent force

test specification.

It is asking me what what am I planning

to test it. I'm going to test one agent.

As of now only agent is available. So

press enter.

It is asking me which agent force agent

I have to use. I'm going to say agent

for service agent. If you wanted to do

the uh testing for other agents, you can

use up arrow and down arrow so that you

will be able to select the agent force

agent. So here I'm going to use agent

force service agent.

So this is my

agent. Agent for service agent.

It is asking me the name. So I'm going

to give the name as a demo testing

version two or let me give version five.

So it is asking me

the test case one. It is asking me for

the utterance.

This particular agent force agent is

tied to

data library

which makes use of Salesforce knowledge

base. So I'm going to make use of

this as the utterance so that it will

bring this uh article information.

So it is asking me next to select the

expected topic.

So it should

take general FAQ

and then it should fire this answer

questions with knowledge.

So I'm going to

select

general FAQ.

and then I'm going to select this

action.

Okay, you have to use spacebar to select

the action. So once that the action is

selected, you have to press enter. Uh it

is asking me what is the expected

outcome. In a natural language, you can

say it should

give the steps to

cancel the

customer subscription.

It is asking me whether I have to add

multiple use cases. I'm going to say no.

So the specification is created. So this

is the specification.

You can check you can verify whether

everything is uh looking good and then

so the first uh specification is done.

It asked me all this information. I have

entered all this information.

If you wanted to customize, you can

customize. For example, if you wanted to

use context variable in your uh um

generated uh YAML file, you can

definitely make use of the context

variable also. The next step is we have

to create the agent test. For that you

can run this command so that you can see

how the XML file that will be generated

so that it will create the metadata for

agent test in your Salesforce arc. Let's

uh run this command.

Since I'm using preview, it won't create

the agent force agent test. it will just

create the XML file and then it will be

available in Salesforce VS code and then

you should be able to verify that.

So here I'm going to give the same name

demo testing

P5

and I'm going to select this uh

specification.

So this is the

so this is the

AI evaluation definition that will be

created in your Salesforce or

and this is how the XML file will be

looking like

after verifying that after verifying

this

next instead of using the preview flag

you can remove that preview flag and

then You have to run this same command.

This will create the agent force agent

test in your Salesforce or if you wanted

to verify that. Let's see that. So here

SF agent test create.

Before that if you go to

testing center in Salesforce setup you

should be able to see whether you have

any agent force agent test. So as of now

I don't have any.

So I'm going to create the first test

agent test. It is asking me the name.

I'm going to give the name as demo

testing vi.

I'm going to make use of this yl file

which we created.

Okay. So it created the agent force uh

test. I don't see any errors.

If I refresh this, so it created the

agent force test here.

The next step is

we have to run the agent for test in

your development arc. So the test

metadata is created

but we have to run it. So let's see how

to run it. So this is the command you

have to make use to

run the agent force test which you just

created. In order to

run it, you have to specify the API name

of the agent test.

So this is the API name.

So let me copy that.

And you have to paste it here.

So we don't need a evolution. A

evaluation. So

after the API name flag, you have to

mention the API name of the agent force

agent test.

So it successfully submitted the job and

this is the job ID.

If you wanted to see the agent force uh

test results then you have to make use

of SF agent space test space resume

double- job id followed by job ID. So

here this is a placeholder. You have to

use the job ID which was submitted to

run the agent force agent test.

Since we already have this command here,

you can copy this and then you can run

this command.

Okay, it ran. Status is completed. It

took 25 seconds.

Outcome and metric pass is 100%. topic

is uh it looks like it took a different

uh topic. Okay, instead of SVC copilot

template general FAQ, it took a

different Okay. Okay. Maybe I took I

selected the wrong uh agent force agent

action. So that's the reason it failed.

But still it was able to fetch

the correct knowledge article and then

it was able to display. Let's look at

the knowledge article and verify that.

Okay. Open the account. Click

submission. Subs subscription details.

Subscription number. Subscription. Okay.

Let's verify that. Okay. I can see all

those information here. when this is

displayed since we have double asterric

llm

added uh or set this as in bold so that

it will be uh readable and uh easy to

understand.

So with the help of VS code

and Salesforce agent force DX extension

we were able to successfully

test agent force agent from VS code.

Please check the video description. In

the video description I have shared my

blog post. From the blog post, you

should be able to follow all the steps

whatever we discussed in this video and

then you should be able to successfully

start testing your agent force agents

from VS Code.

I hope it was helpful.

Thank you for watching.