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# List files or directories below to ignore them when running force:source:push, force:source:pull, and force:source:status | ||
# More information: https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_exclude_source.htm | ||
# | ||
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package.xml | ||
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# LWC configuration files | ||
**/jsconfig.json | ||
**/.eslintrc.json | ||
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# LWC Jest | ||
**/__tests__/** |
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# This file is used for Git repositories to specify intentionally untracked files that Git should ignore. | ||
# If you are not using git, you can delete this file. For more information see: https://git-scm.com/docs/gitignore | ||
# For useful gitignore templates see: https://github.com/github/gitignore | ||
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# Salesforce cache | ||
.sf/ | ||
.sfdx/ | ||
.localdevserver/ | ||
deploy-options.json | ||
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# LWC VSCode autocomplete | ||
**/lwc/jsconfig.json | ||
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# LWC Jest coverage reports | ||
coverage/ | ||
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# Logs | ||
logs | ||
*.log | ||
npm-debug.log* | ||
yarn-debug.log* | ||
yarn-error.log* | ||
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# Dependency directories | ||
node_modules/ | ||
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# Eslint cache | ||
.eslintcache | ||
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# MacOS system files | ||
.DS_Store | ||
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# Windows system files | ||
Thumbs.db | ||
ehthumbs.db | ||
[Dd]esktop.ini | ||
$RECYCLE.BIN/ | ||
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# Local environment variables | ||
.env | ||
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# VS Code settings | ||
.vscode | ||
|
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# Named/External credentials | ||
**/namedCredentials | ||
**/externalCredentials |
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#!/bin/sh | ||
. "$(dirname "$0")/_/husky.sh" | ||
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npm run precommit |
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# List files or directories below to ignore them when running prettier | ||
# More information: https://prettier.io/docs/en/ignore.html | ||
# | ||
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**/staticresources/** | ||
.localdevserver | ||
.sfdx | ||
.sf | ||
.vscode | ||
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coverage/ |
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{ | ||
"trailingComma": "none", | ||
"plugins": [ | ||
"prettier-plugin-apex", | ||
"@prettier/plugin-xml" | ||
], | ||
"overrides": [ | ||
{ | ||
"files": "**/lwc/**/*.html", | ||
"options": { "parser": "lwc" } | ||
}, | ||
{ | ||
"files": "*.{cmp,page,component}", | ||
"options": { "parser": "html" } | ||
} | ||
] | ||
} |
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Creative Commons Legal Code | ||
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CC0 1.0 Universal | ||
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# Sample Code for Retrieving and Sharing Files with Agentforce | ||
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This repo holds an example of how you can implement two custom Apex actions that let you retrieve an invoice PDF from a third party accounting system (or more generally, a file from any external system) and share it publicly. | ||
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Read this blog post [link TBD] to learn more. | ||
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## Requirements | ||
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This code requires the following: | ||
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1. That you have a remote host that serves the invoice PDF. In my case, I wrote a basic HTTP Node server that I deployed on Heroku. | ||
1. That you deploy this code to a Salesforce Org with Agentforce. | ||
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## Limitations | ||
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There are two important limitations to this solution: | ||
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1. This implementation cannot handle files that are larger than the [Apex heap size limit](https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_gov_limits.htm#in_topic_per_transaction_section). | ||
2. Storing documents on the Platform consumes [data storage](https://help.salesforce.com/s/articleView?id=sf.admin_monitorresources.htm&type=5) and you’ll need to schedule some regular cleanup so that you org does not run out of space over time. | ||
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## Installation | ||
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1. Configure an `Accounting_Service` [External Credential](https://help.salesforce.com/s/articleView?id=sf.nc_named_creds_and_ext_creds.htm&type=5) that points to the server that holds the documents. | ||
1. Optionnaly edit `force-app/main/default/classes/GenerateInvoice.cls` to match your service endpoint that returns the invoice. The default is `/orders/ORDER_Id/invoice` where `ORDER_ID` is the order ID. | ||
1. Deploy the content of this repo to your org: | ||
```sh | ||
sf project deploy start -d force-app | ||
``` | ||
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## Sample Prompts | ||
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You can experiment the actions with these sample prompts. | ||
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A basic example: | ||
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> Get me a shareable password-protected link for the invoice of order O-12345 | ||
A more advanced example: | ||
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> Draft an email to John Doe with a shareable and password-protected link to his invoice for order O-12345. Thank him for trusting ACME Corp. |
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// Clear sharing links | ||
Id docId = '069Wx000000sGxRIAU'; | ||
ContentVersion version = [SELECT Id, Title FROM ContentVersion WHERE ContentDocumentId = :docId AND IsLatest=true LIMIT 1]; | ||
List<ContentDistribution> distributions = [SELECT Id FROM ContentDistribution WHERE ContentVersionId = :version.Id]; | ||
System.debug('Removed '+ distributions.size() + ' links for document '+ docId); | ||
System.debug(distributions); | ||
delete distributions; |
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// Generate an invoice | ||
GenerateInvoice.InvoiceRequest request = new GenerateInvoice.InvoiceRequest(); | ||
request.orderId = 'O-12345'; | ||
List<GenerateInvoice.Invoice> invoices = GenerateInvoice.generateInvoices(new List<GenerateInvoice.InvoiceRequest>{ request }); | ||
System.debug(invoices); |
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// Remove invoice documents | ||
List<ContentDocument> invoices = [SELECT Id FROM ContentDocument WHERE Title LIKE '%Invoice for order%']; | ||
System.debug('Removed '+ invoices.size() + ' invoices'); | ||
System.debug(invoices); | ||
delete invoices; |
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// Share a document | ||
GeneratePublicDocumentLink.LinkRequest request = new GeneratePublicDocumentLink.LinkRequest(); | ||
request.contentDocumentId = '069Wx000000sGxRIAU'; | ||
request.isPasswordProtected = true; | ||
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List<GeneratePublicDocumentLink.LinkRequest> requests = new List<GeneratePublicDocumentLink.LinkRequest>{ request }; | ||
List<GeneratePublicDocumentLink.Link> links = generatePublicDocumentLink.generatePublicDocumentLinks(requests); | ||
System.debug(links); |
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public with sharing class GenerateInvoice { | ||
@InvocableMethod( | ||
label='Generate Invoice' | ||
description='Generates an invoice for an order and stores it in a file.' | ||
) | ||
public static List<Invoice> generateInvoices(List<InvoiceRequest> requests) { | ||
// Fetch and create invoices files | ||
List<ContentVersion> invoiceFiles = new List<ContentVersion>(); | ||
for (InvoiceRequest request : requests) { | ||
// Download invoice | ||
Blob invoiceBlob = downloadInvoice(request.orderId); | ||
// Prepare invoice file | ||
ContentVersion cv = new ContentVersion(); | ||
cv.Title = 'Invoice for order ' + request.orderId; | ||
cv.PathOnClient = request.orderId + '.pdf'; | ||
cv.VersionData = invoiceBlob; | ||
invoiceFiles.add(cv); | ||
} | ||
insert invoiceFiles; | ||
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// Re-fetch content versions to obtain generated document content IDs | ||
Set<Id> contentVersionIds = new Set<Id>(); | ||
for (ContentVersion invoice : invoiceFiles) { | ||
contentVersionIds.add(invoice.Id); | ||
} | ||
invoiceFiles = [ | ||
SELECT ContentDocumentId | ||
FROM ContentVersion | ||
WHERE Id IN :contentVersionIds | ||
]; | ||
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// Prepare output | ||
List<Invoice> invoices = new List<Invoice>(); | ||
for (ContentVersion invoiceFile : invoiceFiles) { | ||
Invoice invoice = new Invoice(); | ||
invoice.contentDocumentId = invoiceFile.ContentDocumentId; | ||
invoices.add(invoice); | ||
} | ||
return invoices; | ||
} | ||
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private static Blob downloadInvoice(String orderId) { | ||
// Prepare API request | ||
HttpRequest req = new HttpRequest(); | ||
req.setEndpoint( | ||
'callout:Accounting_Service/orders/' + orderId + '/invoice' | ||
); | ||
req.setMethod('GET'); | ||
// Make callout | ||
Http http = new Http(); | ||
HttpResponse res = http.send(req); | ||
if (res.getStatusCode() != 200) { | ||
throw new CalloutException('Bad response: ' + res); | ||
} | ||
Blob invoiceBlob = res.getBodyAsBlob(); | ||
return invoiceBlob; | ||
} | ||
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public class InvoiceRequest { | ||
@InvocableVariable( | ||
required=true | ||
description='Order for which the invoice should be generated.' | ||
) | ||
public String orderId; | ||
} | ||
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public class Invoice { | ||
@InvocableVariable(description='Document ID that holds the invoice.') | ||
public Id contentDocumentId; | ||
} | ||
} |
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<?xml version="1.0" encoding="UTF-8" ?> | ||
<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
<apiVersion>62.0</apiVersion> | ||
<status>Active</status> | ||
</ApexClass> |
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