Welcome to the Getting Started guide for the Agentforce Context Protocol (ACP)! This section will walk you through the essential steps to set up ACP in your Salesforce environment and make your first interactions.

Our goal is to get you up and running quickly so you can start leveraging the power of ACP to connect Agentforce agents with your enterprise systems.

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1. Prerequisites

Before you begin, please ensure you have the following:

  • A Salesforce Org: ACP is designed to integrate deeply with Salesforce. You’ll need access to a Salesforce Developer Edition, Sandbox, or production org with administrative privileges.
  • ACP Package/Components: Ensure that the Agentforce Context Protocol package has been installed in your Salesforce org, or the necessary Apex classes and Lightning Web Components have been deployed. (Refer to specific installation instructions if provided separately).
  • Permissions: You (or the user setting up ACP) will need appropriate permissions to configure ACP settings, manage connections, and potentially install/configure connected apps for external systems.
  • Basic Salesforce Knowledge: Familiarity with Salesforce administration, Apex, and Lightning Web Components will be beneficial, especially for advanced customization and troubleshooting.
  • (Optional) External System Credentials: If you plan to connect ACP to external systems (e.g., Slack, Google Workspace), have the necessary API keys or authentication details ready for those systems.

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2. Installation & Initial Setup

If you haven’t already, install or deploy the ACP components into your Salesforce org.

Once installed, navigate to the ACP Manager App (you might find this in the Salesforce App Launcher). This central console provides access to:

  • Connection Management
  • Tool Explorer
  • Activity Logs
  • Settings

Your first step within the ACP Manager will likely be to configure a Connection. A connection tells ACP how to communicate with a specific system (including Salesforce itself or an external service).

Detailed installation steps might vary based on how ACP is distributed. If you received a managed package link or specific deployment instructions, please follow those first.

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3. Configuring Your First Connection

Let’s configure a connection to your local Salesforce org. This allows ACP to interact with Salesforce data and metadata.

  1. Open the ACP Manager App.
  2. Navigate to the Connection Management tab.
  3. Click on “New Connection” (or similar button).
  4. Select “Salesforce” as the connection type.
  5. Give your connection a name (e.g., “Local Salesforce Org”).
  6. ACP will typically use the current user’s session for local Salesforce connections, so minimal additional configuration might be needed. Follow on-screen prompts for authorization if required.
  7. Save and test the connection.

For connecting to external systems (e.g., Slack), you would select the appropriate connection type and provide the necessary credentials (API keys, OAuth tokens, etc.).

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4. Making Your First ACP Interaction: Listing Resources

Once a connection is active, you can start interacting with it through ACP. A good first step is to list available resources from your Salesforce connection.

  1. In the ACP Manager App, navigate to the Tool Explorer tab.
  2. Select your newly configured Salesforce connection from the dropdown.
  3. The Tool Explorer should display a list of available tools for that connection. Look for a tool like listResources or salesforce_list_sobjects.
  4. Select the tool. You might be prompted for parameters (e.g., to filter SObject types). For a general listing, you might not need any.
  5. Execute the tool.
  6. The results should display a list of accessible Salesforce SObjects (like Account, Contact, Opportunity) that ACP can interact with.

This confirms that ACP is correctly configured and can communicate with your Salesforce org.

As a developer, you can also make these calls via Apex. For example, to list resources from a server named ‘MySalesforceServer’:

// ACP.Server server = ACP.Registry.getServer('MySalesforceServer');
// ACP.ListResourcesRequest req = new ACP.ListResourcesRequest();
// ACP.ListResourcesResponse res = server.listResources(req);
// for(ACP.Resource r : res.resources) {
//   System.debug(r.name);
// }

(Note: The exact Apex API might vary. Refer to the Reference section for precise class and method names.)

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5. Next Steps

Congratulations! You’ve taken your first steps with ACP. Here’s what you can explore next:

  • Core Concepts: Dive deeper into the architecture and fundamental principles of ACP.
  • Connectors: Learn about the different types of connectors available and how to configure them for various external systems.
  • Guides: Find detailed guides for specific tasks, such as creating custom tools or integrating ACP with Flows.
  • [Tool Explorer]: Continue exploring other available tools for your configured connections.

We’re excited to see what you build with the Agentforce Context Protocol!