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Agent platform

Salesforce Agentforce

Salesforce · Business platform · Connected app
Manual inventoryVendor documentation →

Requirements

4

before agents go live

Connections

1

in your workspace

Agents found

0

across those connections

Governed

0%

0 of 0 in the register

Compliance requirements

What this platform must satisfy

Permission set review

FFIEC

The agent user runs under a least-privilege permission set reviewed each quarter.

Topic and action approval

SR 11-7

Every agent topic and action is approved and documented before activation.

Customer interaction records

ECOA / Reg B

Agent conversations affecting eligibility must be retained with reasons given to the customer.

Trust and vendor assurance

OCC 2013-29

Keep the current Salesforce trust and compliance documentation on file.

Integration steps

How to connect it

  1. 1

    Identify the org

    Note the production org my-domain and the agents deployed in it.

  2. 2

    Create a connected app

    Set up a read-only connected app for governance reporting.

  3. 3

    Connect here

    Create a manual connection with the org domain as workspace reference and paste the agent list.

  4. 4

    Link interaction logs

    Record where agent conversation records are retained.

Go to connect form

Your connections

Salesforce Agentforce — Meridian

Production · 0 agents · 0 governed

pending

Technical details

Authentication
Connected app
API base
https://<my-domain>.my.salesforce.com/services/data/v62.0
Access needed
api, refresh_token
Discovery
Manual

Evidence collected

Agent inventoryTopic & action configAudit trail