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Pass Messaging Session from Agentforce to Flow Action
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Jan 18, 2025
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. Blog Post: https://www.infallibletechie.com/2025/01/pass-messaging-session-from-agentforce-to-flow-action.html
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0:05
hello everyone in this video we are
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going to see how to pass Salesforce
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messaging session record from agent
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force to the flow
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action in Salesforce agent force we have
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context variable if you wanted to know
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know more about it you can check this
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context variables us AG in Salesforce
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agent
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force the standard messaging session
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contact variable can be used if you
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wanted to pass the messaging session
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record to the agent force flow
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action let's see
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the agent so this is uh uh a sample
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Salesforce agent force agent I'm using
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uh two topic actions for this topic
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called Product
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interest in this uh product interest
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topic first I'm getting the basic
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information from the user I'm creating
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the
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lead after the creation of the lead I'm
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creating a follow-up
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task I'm going to make use of these two
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agent action so that I can create a lead
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and as well as the task
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record first in order to create a
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lead I am
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passing description of the lead email of
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the lead first name of the lead last
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name of the lead and also I am passing
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messaging session input variable on the
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flow
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here I have mentioned in the instruction
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to the agent force agent stating that
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always use messaging session found in
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the context variables never use user
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provided information for this input so
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this is the instruction I have given so
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it will make use of standard messaging
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session context variable in order to
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invoke this flow
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in this
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flow this is
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the messaging session uh input
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variable data type is record object is
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messaging
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session and this is a sample
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description first I'm creating a lead
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record with company as agent force
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description from the uh from the agent
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force action description similarly I'm
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making use of email first name and last
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name once the lead is created if there
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is a failure I'm sending unable to log
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your information as the error
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message if it is successfully created it
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will check whe whether the messaging
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session record is not null and also it
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is I'm making sure it starts with z MW
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I'm doing these two conditions because
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when we do the development of Agents
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agent force agent we always test it from
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the agent build Builder so whenever we
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test it from agent Builder we won't have
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messaging session record sometimes it
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sends random uh text value in order to
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avoid some runtime exception I'm making
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sure the messaging session is not null
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and also I'm making sure it starts with
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z MW so that it is a messaging session
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record
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ID next I'm updating the messaging
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session the field I'm updating is lead
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ID with the lead record that was created
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as part of this
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create lead next I'm sending a message
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stating that your information is locked
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successfully and uh I I have some
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additional text in in in that
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assignment okay next for followup task I
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am having two input variables messaging
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session similar to the create lead agent
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action and here I'm going to use due
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date on the task as this available date
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so let's look at this
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flow so similarly I have a messaging
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session input variable on the
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flow first I'm checking whether the
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messaging session is not null and also
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I'm making sure it is starting with z MW
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the ID of the messaging session
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record I'm fetching the messaging uh
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session and uh I'm assigning lead ID
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this is an a variable equal to the lead
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ID from the messaging session
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record next I'm creating a task
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record if if it is successful I'm
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sending a successful message if there is
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any failure I'm sending a failure
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message so let's see this in action
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okay my sales force agent force agent
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has joined it is asking how can I help
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you so I'm going to say I am
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interested in running
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shoes Okay in order to proceed further
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it is asking my first name last name and
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email address before that let's make
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sure it created the messaging session
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record yes this is the messaging session
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record which got
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created so this is the latest
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one I'm going to make use of this
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information as my first name last name
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and
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email this is a sample dummy
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data okay it says that it successfully
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logged my information let's verify that
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okay it invoked the flow it created a
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lead and then it linked the lead to the
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messaging session record so I was able
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to pass the messaging session
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record from agent force agent to the
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flow action so this is the lead which
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got created as of now it doesn't have
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any activity now it should ask for my
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availability it is asking my
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availability I'm going to say I'm
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available on 30th Jun
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okay it says that your followup task has
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been locked successfully let's verify
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that okay this is the
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one Let me refresh the screen so that I
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can see that okay it created the
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follow-up task and uh this is the
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followup task which is tied to this lead
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and this lead is tied to this messaging
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session so you can also make use of
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context variables to pass uh um me so
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you can also make use of context
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variable to pass messaging session
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record from the agent force agent
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to flow
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action please check the video
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description the video description I have
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shared my blog post from the blog post
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you should be able to get
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screenshots and the instructions that
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were
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used uh so that it will be used as a
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reference in your
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development I hope it was
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helpful thank you for
7:58
watching e
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