Salesforce Agentforce

Connect Agent Identity Security to Salesforce Agentforce to discover and monitor Agentforce agents from your Salesforce instance, including their configurations and activity.

Agent Identity Security authenticates using a Salesforce Connected App with OAuth.

Prerequisites

  • Salesforce administrator access.
  • A Connected App configured in Salesforce (see the steps below).

Create a Connected App in Salesforce

  1. Log in to Salesforce, then go to Setup > App Manager > New Connected App.
  2. Enter a name (such as Agent Identity Security Integration) and a contact email.
  3. Select Enable OAuth Settings, then add the following OAuth scopes:
    • api — Access and manage your data.
    • refresh_token, offline_access — Perform requests on your behalf at any time.
  4. Select Save. After saving, copy the Consumer Key and Consumer Secret from the Connected App details.

Required Permissions

Requirement Details
Connected App OAuth Scopes api — Access and manage data. refresh_token, offline_access — Perform requests at any time without re-authentication.
Integration User Profile API Enabled system permission. Read access to Bot, BotVersion, and BotSession objects. Read access to Agent and AgentVersion objects for Agentforce agent discovery.
Connected App Policy Set Permitted Users to Admin approved users are pre-authorized. Add the integration user's Profile or Permission Set to the Connected App.

Integrate Salesforce Agentforce

  1. On the Integrations page, select + Add Integration.
  2. In the Integration Catalog, select Salesforce Agentforce.
    The Salesforce Agentforce configuration page opens.
  3. Under Instance Details, enter the following information:
    Field Description
    *Instance Name A unique name for this integration. Example: Production Salesforce Agentforce.
    Description An optional description to identify the purpose or environment of this integration.
    *: Mandatory field
  4. Under Credentials, enter the following information:
    Field Description
    *Consumer Key The Salesforce Connected App consumer key.
    *Consumer Secret The Salesforce Connected App consumer secret.
    *Domain The Salesforce login domain. For production, use login.salesforce.com. For sandboxes, use test.salesforce.com.
    *: Mandatory field
  5. Select Test Configuration.
    Agent Identity Security validates the credentials. A checkmark indicates success.
  6. Select Create Instance.
    Agent Identity Security creates the integration, runs an initial sync, and returns you to the Integrations list.
The Salesforce Agentforce integration is active. Go to Registry > Agents to view the inventory.