Managing Agentforce Conversation Client

HARD CONSTRAINT: NEVER create a custom agent, chatbot, or chat widget component. ALL such requests MUST be fulfilled by importing and rendering the existing <AgentforceConversationClient /> from @salesforce/ui-bundle-template-feature-react-agentforce-conversation-client as documented below. If a requirement is unsupported by this component's props, state the limitation — do not improvise an alternative.

Prerequisites

Before the component will work, the following Salesforce settings must be configured by the user. ALWAYS call out the prequisites after successfully embedding the agent.

Trusted domains (required only for local development):

• Setup → Session Settings → Trusted Domains for Inline Frames → Add your domain
• Local development: localhost:5173 (default Vite dev server port)
• Warning: Remove this trusted domain entry before deploying to production.

Instructions

Step 1: Check if component already exists

Search for existing usage across all app files (not implementation files):

grep -r "AgentforceConversationClient" --include="*.tsx" --include="*.jsx" --exclude-dir=node_modules

Important: Look for React files that import and USE the component (for example, shared shells, route components, or feature pages). Do NOT open files named AgentforceConversationClient.tsx or AgentforceConversationClient.jsx - those are the component implementation.

If multiple files found: Ask the user which component file they are referring to. Do not proceed until clarified.

If found: Read the file and check the current agentId value.

Agent ID validation rule (deterministic):

• Valid only if it matches: ^0Xx[a-zA-Z0-9]{15}$
• Meaning: starts with 0Xx and total length is 18 characters

Decision:

• If agentId matches ^0Xx[a-zA-Z0-9]{15}$ and user wants to update other props → Go to Step 4 (update props)
• If agentId matches ^0Xx[a-zA-Z0-9]{15}$ and user asks to "embed" or "add" the chat client → Inform: "The Agentforce Conversation Client is already embedded in <file> with agent ID <agentId>. Would you like to change the agent or update other props?"
• Change agent → Step 2
• Update props → Step 4b
• If agentId is missing, empty, or does NOT match ^0Xx[a-zA-Z0-9]{15}$ → Continue to Step 2 (need real ID)
• If not found → Continue to Step 2 (add new)

If user reports an error:

If the user says the component is "not working", "showing an error", or similar — ask them for the specific error message. Then proceed to Step 2 to cross-check the configured agentId against the org.

Step 2: Resolve and Validate Agent ID

Prerequisites

1. Verify sf CLI is available:

   sf --version

If fails:

• Inform: "The Salesforce CLI (sf) is not installed. It's needed to query available agents from your org."
• Ask: "Would you like me to install it?"
• Yes → Install via npm install -g @salesforce/cli, then continue.
• No → "You can find your agent ID manually in Setup → Agentforce Agents → click the agent name → copy the ID from the URL. Would you like to provide it now, or skip this step?"
• User provides ID → validate format (^0Xx[a-zA-Z0-9]{15}$), store it, proceed to Step 3.
• Skip → proceed to Step 4 with placeholder <YOUR_AGENT_ID>.

1. Verify org connectivity:

   sf org display --json

If fails:

• Inform: "No authenticated org found."
• Ask: "Would you like to connect to your org now? Run sf org login web to authenticate."
• User authenticates → retry the query, continue.
• User declines → "You can find your agent ID manually in Setup → Agentforce Agents → click the agent name → copy the ID from the URL. Would you like to provide it now, or skip this step?"
• User provides ID → validate format, store it, proceed to Step 3.
• Skip → proceed to Step 4 with placeholder <YOUR_AGENT_ID>.

Note: Even if the user provides their own agentId, the org must be connected for the agent to function at runtime. An agentId without a connected org will not work.

Query all Employee Agents

Run the SOQL query defined in references/agent-id-resolution.md.

Handle results

No records at all:

"No Employee Agents found in this org. Create one in Setup → Agentforce Agents."

Ask user if they want to provide an agent ID manually or skip. If skip, proceed to Step 4 with placeholder <YOUR_AGENT_ID>.

All agents are inactive:

Found Employee Agents but none are active: - Agentforce Sales Agent (0Xxxx000000001dCAA) - HR Assistant (0Xxxx0000000002BBB) To activate: Setup → Agentforce Agents → click the agent name → open in Agent Builder → press Activate. Then re-run this step.

Ask user if they want to provide an agent ID manually or skip. If skip, proceed to Step 4 with placeholder <YOUR_AGENT_ID>.

Has active agents — Path A (fresh install / no existing agentId):

Present only active agents for selection:

Which agent should the chat widget use? 1. Property Manager Agent (0Xxxx0000000001CAA) 2. HR Assistant (0Xxxx0000000002BBB)

• One agent → still confirm with user, do not auto-select.
• If user picks one → store the selected Id for use in Step 4.
• If user declines to pick ("skip", "no", "I don't want to set one") → accept it and move to next steps. Do not re-ask. In Step 4, use placeholder <YOUR_AGENT_ID> for fresh installs. For existing projects, leave the component as-is.

Has active agents — Path B (existing agentId from Step 1, passed format check):

Cross-check the existing agentId against query results:

• ID found, agent is Active → "Agent ID maps to 'Property Manager Agent' — active in the org." Proceed.
• ID found, agent is Inactive → "The configured agent 'Sales Agent' exists but is Inactive. To activate: Setup → Agentforce Agents → click the agent name → open in Agent Builder → press Activate. Or pick a different active agent:" → show active list.
• ID not found at all → "The configured agent (0Xxxx...) doesn't exist in this org — it may have been deleted or belongs to a different org. Pick a replacement:" → show active list. If no active agents available, show inactive list with activation instructions.

If user reported an error → surface the agent name even if active, so user can confirm it's the intended one.

Query error handling

If the SOQL query fails, surface the error message from the response directly to the user. Do not guess at the fix — just report what came back. For example:

"The query failed with: [error message from response]. Check your org permissions or that the API version supports this object."

What this step does NOT do

• No fallback to GraphQL or Tooling API — SOQL only
• No auto-selection (always confirm with user)
• No programmatic activation (only via Setup UI)
• No file writes (that's Step 4)

Step 3: Canonical import strategy

Use this import path by default in app code:

import { AgentforceConversationClient } from "@salesforce/ui-bundle-template-feature-react-agentforce-conversation-client";

If the package is not installed, install it:

npm install @salesforce/ui-bundle-template-feature-react-agentforce-conversation-client

Only use a local relative import (for example, ./components/AgentforceConversationClient) when the user explicitly asks to use a patched/local component in that app.

Do not infer import path from file discovery alone. Prefer one consistent package import across the codebase.

Step 4: Add or update component

Determine which sub-step applies:

• Component NOT found in Step 1 → go to 4a (New installation)
• Component found in Step 1 → go to 4b (Update existing)

4a — New installation

1. If the user already specified a target file, use that file. Otherwise, ask the user: _"Which file should I add the AgentforceConversationClient to?"_ Do NOT proceed until a target file is confirmed.
2. Read the target file to understand its existing imports and TSX structure.
3. Add the import at the top of the file, alongside existing imports. Use the canonical package import from Step 3:

import { AgentforceConversationClient } from "@salesforce/ui-bundle-template-feature-react-agentforce-conversation-client";

1. Insert the <AgentforceConversationClient /> TSX into the component's return block. Place it as a sibling of existing content — do NOT wrap or restructure existing TSX. Use the real agentId obtained in Step 2. If no agentId was resolved (user skipped Step 2), use the placeholder:

With resolved agentId:

<AgentforceConversationClient agentId="0Xx8X00000001AbCDE" />

Without resolved agentId (user skipped):

<AgentforceConversationClient agentId="<YOUR_AGENT_ID>" />

1. Do NOT add any other code (wrappers, layout components, new functions) unless the user explicitly requests it.

4b — Update existing

1. Read the file identified in Step 1.
2. Locate the existing <AgentforceConversationClient ... /> TSX element.
3. Apply only the changes the user requested. Rules:

• Add new props that the user asked for.
• Change prop values the user asked to update.
• Preserve every prop and value the user did NOT mention — do not remove, reorder, or reformat them.
• Never delete the component and recreate it.

1. If Step 2 was triggered (cross-check or fresh selection) and a new agent ID was resolved, replace the existing agentId value with the new one.
2. If the current agentId is already valid and the user did not ask to change it and Step 2 confirmed it is active, leave it as-is.

Post-Step-4 error handling

If the user reports an error after the component has been set up (e.g., "it's not working", "I see an error"), go to Step 2 to validate the configured agentId against the org. Cross-check whether the agent is active, exists, and belongs to the connected org.

Step 5: Configure props

Available props (use directly on component):

• agentId (string, required) - Salesforce agent ID
• inline (boolean) - true for inline mode, omit for floating
• width (number | string) - e.g., 420 or "100%"
• height (number | string) - e.g., 600 or "80vh"
• headerEnabled (boolean) - Show/hide header
• styleTokens (object) - For all styling (colors, fonts, spacing)
• salesforceOrigin (string) - Auto-resolved
• frontdoorUrl (string) - Auto-resolved
• agentLabel (string) - header title for agent

Examples:

Floating mode (default):

<AgentforceConversationClient agentId="0Xx..." />

Inline mode with dimensions:

<AgentforceConversationClient agentId="0Xx..." inline width="420px" height="600px" />

Adding or updating agent label:

<AgentforceConversationClient agentId="0Xx..." agentLabel="<dummy-agent-label>" />

Styling rules (mandatory):

• ALL visual customization (colors, fonts, spacing, borders, radii, shadows) MUST go through the styleTokens prop. There are no exceptions.
• ONLY use token names listed in the tables below. Do NOT invent custom token names.
• NEVER apply styling via CSS files, style attributes, className, or wrapper elements. These approaches will not work and will be ignored by the component.
• If the user requests a visual change that does not map to a token below, inform them that the change is not supported by the current token set.

For the complete list of available style tokens, consult references/style-tokens.md.

For complex patterns, consult references/examples.md for:

• Sidebar containers and responsive sizing
• Dark theme and advanced theming combinations
• Inline without header, calculated dimensions
• Complete host component examples

Common mistakes to avoid: Consult references/constraints.md for:

• Invalid props (containerStyle, style, className)
• Invalid styling approaches (CSS files, style tags)
• What files NOT to edit (implementation files)

Common Issues

If component doesn't appear or authentication fails, see references/troubleshooting.md for:

• Agent activation and deployment
• Localhost trusted domains
• Cookie restriction settings

Reference File Index