Life Sciences Cloud Agentforce Templates

This repository contains Agentforce templates and components for Life Sciences Cloud, providing comprehensive conversational AI capabilities for field sales representatives.

🎯 Components

1. Daily Briefing Agent

• Purpose: Generates on-demand daily briefings for field sales representatives
• Features: Visit schedules, priority accounts, conversation starters
• Location: agentforce-components/daily-briefing/
• Topic Configuration: See Daily Briefing Topic Configuration

2. Influencers Map

• Purpose: Analyzes provider affiliations to identify key relationships
• Features: Introduction paths, network analysis, relationship mapping
• Location: agentforce-components/influencer-map/
• Topic Configuration: See Influencer Map Topic Configuration

3. Next Best Customer

• Purpose: Identifies next best customers for sales focus
• Features: Customer scoring, territory analysis, prediction models
• Location: agentforce-components/get-nbc/
• Topic Configuration: See Next Best Customer Topic Configuration

4. Post Call Visit Notes

• Purpose: Analyzes dictated or written free text notes following customer visits and updates structured CRM records
• Features: Voice note processing, structured data logging, medical inquiry creation, follow-up visit scheduling
• Components: Visit_Note_Processor_Simple action integration
• Location: agentforce-components/visit-note-processor/
• Topic Configuration: See Post Call Visit Notes Topic Configuration

🚀 Quick Start

Prerequisites

• Salesforce org with Life Sciences Cloud for Customer Engagement enabled
• Agentforce for Life Sciences Cloud enabled and configured
• Provider Visit Management objects and Life Sciences Marketable Product objects
• Territory2 and UserTerritory2Association setup
• Admin permissions for Agentforce and Life Sciences Cloud configuration

Installation

# 1. Clone the repository
git clone https://github.com/salesforce-misc/lifesciencescloud-agent-templates.git
cd lifesciencescloud-agent-templates

# 2. Create Flex-based Prompt Templates FIRST
# IMPORTANT: Create prompt templates from agentforce-components/ with exact Label and API Names
# This is required before deployment as Flows have dependencies on these templates

# 3. Deploy to your org
./deployment/deploy.sh your-org-alias

# 4. Configure Agentforce components (see documentation/)

⚠️ Critical Deployment Requirements

Before running the deployment script:

1. Create Flex-based Prompt Templates:

   • Navigate to agentforce-components/ and create prompt templates with exact Label and API Names as specified in the files
   • This step is mandatory as Flows have dependencies on these prompt templates
   • Deployment will fail without these templates created first

2. User Access Configuration:

   • End users must be provided access to the Agent that contains the actions
   • End users must be assigned the Permission Set License → Prompt Template User
   • Without these permissions, users cannot access the Agentforce functionality

3. Manual Agentforce Action Creation:

   • Admins must manually create Agentforce Actions from the deployed Apex classes and Flows
   • daily-briefing: Create Generate_Complete_Daily_Briefing action from Apex class DailyBriefingOrchestrator
     • Input: Target Date (Require Input)
     • Output: output (Show in conversation)
   • get-nbc: Create GetNBC action from Flow GetNBC
     • Input: RAC (Require Input)
     • Output: NextBestCustomerFormattedOutput (Show in conversation), ErrorMessage (Show in conversation)
   • influencer-map: Create Influencer_Map_Flow action from Flow Influencer_Map_Flow
     • Input: TargetAccountName (Require Input), targetAccountId (Require Input)
     • Output: FormattedAffiliationOutput (Show in conversation), errorMessage (Show in conversation)
   • visit-note-processor: Create Visit_Note_Processor_Simple action from Flow Visit_Note_Processor_Simple
     • Input: VoiceNote (Require Input, Collect Data from User)
     • Output: FullUpdateSummary (Show in conversation)

4. Create Agent Topics: Create the Agent Topics through Agentforce Studio → Agentforce Assets → Topics:

   • Daily Briefing
   • Influencer Map
   • NextBestCustomer
   • PostCallVisitNote

   Use the Topic details provided in the documentation links above.

5. Create Life Sciences Field Sales Agent: Create the Life Sciences Field Sales Agent through Agentforce Studio → Agentforce Agents → New Agent using the Life Sciences Field Sales Template.

6. Configure Agent: Add the Topics and Actions to the New Agent.

7. Test Agent: Test the Agent in Agentforce Studio to ensure all components are working correctly.

8. Assign Permissions: Assign Agent permission to users who need access to the agent functionality.

📁 Repository Structure

lifesciencescloud-agent-templates/
├── agentforce-components/     # Agentforce configurations
│   ├── daily-briefing/       # Daily briefing agent
│   ├── get-nbc/             # Next best customer
│   ├── influencer-map/      # Influencer mapping
│   └── visit-note-processor/ # Post-call visit notes
├── force-app/                # Salesforce metadata
├── scripts/                  # Deployment scripts
├── documentation/            # Setup guides and docs
└── tests/                   # Test classes

📚 Documentation

• Setup Guide - Complete installation instructions
• API Reference - Technical documentation
• Troubleshooting - Common issues and solutions
• User Guide - End-user instructions

🔧 Development

Testing

sf apex run test --target-org your-org --class-names DailyBriefingAgentTest

Deployment

sf project deploy start --target-org your-org

📞 Support

For issues or questions:

1. Check the troubleshooting guide
2. Review the setup documentation
3. Contact the LSC4CE team