AF28: HOW TO USE APEX IN PROMPT TEMPLATES IN AGENTFORCE SALESFORCE |FLEX PROMPT TEMPLATE+APEX CLASS

In this tutorial, we’ll dive deep into how to use Apex classes within Prompt Templates in Agentforce (Salesforce) to deliver dynamic, data-driven AI responses.

We’ll walk through a complete hands-on example where an Apex class (OpportunityProductInsights) retrieves Opportunity Product details, structures them as JSON, and passes that data directly to a Flex Prompt Template for AI-driven analysis or summarization.

This tutorial bridges Apex logic with Agentforce AI automation, showing how you can make your prompts context-aware and business-intelligent.

🧩 Use Case

Whenever a Prompt Template is triggered to generate Opportunity Insights:

The Apex class collects Opportunity IDs from the input.

Queries related OpportunityLineItems to fetch key details like Product Name, Quantity, Price, and Amount.

Groups all product details by Opportunity and removes unnecessary data.

Builds a structured JSON response that can be consumed by the Prompt Template.

Returns the formatted output to the Flex Prompt Template, enabling the Agent to reason with actual Opportunity data.

💡 What You’ll Learn

✅ How to create an Apex class for Agentforce Prompt Templates
✅ How to format query results into structured JSON
✅ How to configure Prompt Templates to use Apex logic
✅ How to test Apex-based prompts directly from Flex Prompt
✅ Real-world use case: Opportunity product insights generation
✅ Best practices for debugging and error handling in Apex + Prompts

⚙️ Perfect For

Salesforce Admins and Developers exploring Agentforce AI

Those integrating Apex with Prompt Templates

Anyone building AI-driven sales insights in Salesforce

⏱️ Timestamps

0:00 - Introduction
1:30 - Configuring the Flex Prompt Template
4:10 - Invoking the Apex inside Prompt Template
7:40 - Testing

-------------
Playlists:

SALESFORCE FLOWS PLAYLIST:
https://www.youtube.com/playlist?list=PLADXfl-NZLiutZm1Aiy1Bs_gJz0XvoaSR

OMNISTUDIO PLAYLIST:
https://www.youtube.com/playlist?list=PLADXfl-NZLitfbWUDUDYA6rTelFtLF04U

SALESFORCE OUT OF THE BOX PLAYLIST:
https://www.youtube.com/playlist?list=PLADXfl-NZLivqGp1XyfIrahP2ECx1_UWg

SALESFORCE APEX TRIGGERS PLAYLIST:
https://www.youtube.com/playlist?list=PLADXfl-NZLiup2nCmBPm9Us43Wpxb6lGZ

SALESFORCE AGENTSTUDIO PLAYLIST:
https://www.youtube.com/playlist?list=PLADXfl-NZLitGh1ljHMBB99Hz1h2doWSx

SALESFORCE DATA CLOUD PLAYLIST:
https://www.youtube.com/playlist?list=PLADXfl-NZLisieITEeOGWr4TanLPduXPW
--------------
#salesforce
#agentforce
#apex
#prompttemplate
#salesforcetutorial

FOLLOW ME ON:
Instagram: / caminos_infinitos_26
LinkedIn: / linkedin.com/in/pariplab-pal-077554160

Видео AF28: HOW TO USE APEX IN PROMPT TEMPLATES IN AGENTFORCE SALESFORCE |FLEX PROMPT TEMPLATE+APEX CLASS канала Salesforce AI Champions