> ## Documentation Index > Fetch the complete documentation index at: https://docs.openlayer.com/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce Agentforce > Connect your Salesforce Agentforce agents to Openlayer for automated monitoring and evaluation ![Salesforce Agentforce hero](https://mintcdn.com/openlayer-44/23RRs4L-T2iJzmpl/images/integrations/salesforce_agentforce_hero.png?fit=max\&auto=format\&n=23RRs4L-T2iJzmpl\&q=85\&s=9c8f827834713678ed2305f0eadd9f37) Openlayer integrates with [Salesforce Agentforce](https://www.salesforce.com/agentforce/) to help you monitor, evaluate, and improve your Agentforce agents. The integration connects to Salesforce via OAuth, automatically discovers your agents, and periodically syncs conversation data from the [Data 360](https://www.salesforce.com/data/) so you can trace every session in Openlayer. ## How it works Once connected, Openlayer: 1. **Discovers your agents** — automatically fetches all active Agentforce agents from your Salesforce org 2. **Creates projects and data sources** — each enabled agent gets its own Openlayer project and data source, with no manual setup required 3. **Syncs conversations** — periodically pulls agent interactions from Data 360 (via the Data 360 API), converting them into structured traces with sessions, requests, and individual steps 4. **Enriches traces** — extracts LLM model names, providers, token counts, and user IDs from GenAI Gateway data > [!NOTE] > > All access is **read-only** — Openlayer never writes data to your Salesforce > org. *** ## Prerequisites Before connecting, ensure the following are configured in your Salesforce org: ### 1. Agentforce enabled You must have at least one active Agentforce agent. * In Salesforce Setup, go to **Agentforce Agents** * Turn on Agentforce and create or enable an agent ### 2. Data 360 provisioned with Agent Analytics Openlayer reads conversation data from Data 360, which requires Agent Analytics to be enabled. * In Salesforce Setup, go to the **Einstein Feedback and Monitoring** page * Turn on **Agent Analytics** > [!WARNING] > > Agent Analytics requires Data 360 to already be provisioned in your org. If > Data 360 is not enabled, contact your Salesforce administrator. ### 3. Create a Salesforce Connected App Openlayer authenticates via OAuth using a Connected App you create in your Salesforce org. This gives you full control over the scopes and access granted. > [accordion] Step-by-step: Create a Connected App > > 1. In Salesforce Setup, search for **App Manager** and click **New Connected App** > > 2. Fill in the basic information: > * **Connected App Name**: `Openlayer` > * **API Name**: `Openlayer` > * **Contact Email**: your admin email > > 3. Under **API (Enable OAuth Settings)**, check **Enable OAuth Settings** > > 4. Set the **Callback URL** to: > ``` > https://app.openlayer.com/integrations/agentforce/callback > ``` > > [!NOTE] > > > > **On-premise deployments**: replace `app.openlayer.com` with your > > deployment's base URL. > > 5. Add the following **OAuth Scopes**: > > | Scope | Purpose | > | - | - | > | `api` | Read the list of Agentforce agents | > | `cdp_api` | Read agent conversation transcripts from Data 360 | > | `refresh_token` | Keep the connection active for background syncs | > > 6. Click **Save**, then **Continue** > > 7. After creation, go to **Manage Consumer Details** to retrieve the **Consumer Key** (Client ID) and **Consumer Secret** (Client Secret) > > > [!WARNING] > > > > Store the Consumer Secret securely — you'll need it when connecting in > > Openlayer. Salesforce only shows the secret once unless you regenerate it. ### 4. User permissions System Administrators have all required permissions by default. Non-admin users connecting the integration need: * **API Enabled** permission * **Data 360 User** permission set * Read access to **BotDefinition** * **Approve Uninstalled Connected Apps** or **Use Any API Client** permission *** ## Setup guide ### Step 1: Navigate to the integration In your Openlayer workspace, go to **Settings** → **Integrations** and find the **Salesforce Agentforce** card. Click **Enable**. ![The Openlayer Integrations page, searched for Agentforce, with the Salesforce Agentforce card and its Enable button](https://mintcdn.com/openlayer-44/i_IVq7qGt9U6VbHF/images/integrations/salesforce_agentforce_integrations_page.png?fit=max\&auto=format\&n=i_IVq7qGt9U6VbHF\&q=85\&s=deb30e5e0f3c75b4c0286c21727ca4d4) ### Step 2: Provide your Connected App credentials Enter the credentials from the Connected App you created in the [prerequisites](#3-create-a-salesforce-connected-app), pick the environment your org logs in through, then click **Connect**. * **Client ID**: the Consumer Key from your Connected App * **Client Secret**: the Consumer Secret from your Connected App * **Salesforce environment**: the Salesforce login domain Openlayer sends you to when you authorize The **Salesforce environment** combobox offers three options: | Option | When to use it | | - | - | | `Production (login.salesforce.com)` | The default. Your users sign in at `login.salesforce.com`. | | `Sandbox (test.salesforce.com)` | Your Connected App lives in a sandbox org. | | `Custom My Domain` | Your org uses a My Domain login URL. Selecting this reveals a required **Custom My Domain** field. | For **Custom My Domain**, enter the domain on its own, in the form `mycompany.my.salesforce.com`. Openlayer cannot connect until you fill it in. > [!WARNING] > > Pick the environment that matches the org where you created the Connected App. > Production is the default, so a sandbox or My Domain org that leaves it > unchanged is sent to `login.salesforce.com` and cannot complete the > authorization. ![The Salesforce Agentforce connect form in Openlayer, with the Client ID, Client secret, and Salesforce environment fields](https://mintcdn.com/openlayer-44/i_IVq7qGt9U6VbHF/images/integrations/salesforce_agentforce_credentials.png?fit=max\&auto=format\&n=i_IVq7qGt9U6VbHF\&q=85\&s=dfb812b10486c573c5b3153afd82ebd4) ### Step 3: Authorize with Salesforce After clicking **Connect**, you will be redirected to Salesforce to log in and authorize Openlayer. Once authorized, you'll be redirected back to Openlayer and the connection status will show as **Connected**. The **Overview** section then reports the **Environment** you connected through — `Sandbox`, your custom My Domain, or `Production`. Check it if you are unsure which org Openlayer is reading from. > [!TIP] > > Make sure you log in with a Salesforce user that has the [required > permissions](#4-user-permissions). ### Step 4: Configure sync settings Once connected, configure automatic syncing in the **Settings** section of the **General** tab: * **Periodic sync** — toggle on to enable automatic syncing (every 15 minutes) * **Initial sync range** — set the start date for the first sync to control how far back Openlayer fetches historical data * **Auto-register new agents** — toggle on to automatically create a project and start monitoring when a discovered agent has recent activity You can also click **Sync now** to trigger an immediate sync at any time. **Auto-register new agents** is off until you turn it on. While it is off, newly discovered agents need to be enabled manually, as described in [Step 5](#step-5-enable-agents). > [!NOTE] > > When the activity check cannot run during a refresh, Openlayer skips > auto-registration for that round, tells you so, and retries on the next sync. ![The General tab of a connected Salesforce Agentforce integration in Openlayer, with the overview and the Periodic sync, Initial sync range, and Auto-register new agents settings](https://mintcdn.com/openlayer-44/i_IVq7qGt9U6VbHF/images/integrations/salesforce_agentforce_connected.png?fit=max\&auto=format\&n=i_IVq7qGt9U6VbHF\&q=85\&s=265a74904e224315b8db161e1edc735f) > [!NOTE] > > Initial conversations may take up to one sync cycle to appear, as they must > first be written to Data 360 by Salesforce before Openlayer can retrieve them. ### Step 5: Enable agents On the **Agents** tab, Openlayer lists all discovered Agentforce agents. Discovery alone does not start monitoring: for each agent you want to monitor, toggle it on. You can also click the refresh button next to the status filter to re-discover agents from your Salesforce org. When an agent is enabled — by you here, or by [auto-registration](#step-4-configure-sync-settings) — Openlayer creates a project and data source for it, with no additional configuration needed. The agents table shows: * **Agent** — agent name and Salesforce ID * **Status** — whether the agent is idle, syncing, in error, or disabled * **Last sync** — when the agent was last synced * **Imported sessions** — number of synced sessions The menu (the three dots) on an enabled agent has **View project**, which opens the auto-created Openlayer project, **Backfill**, and **Disable**. ![The Agents tab of the Salesforce Agentforce integration in Openlayer, listing three agents with their status, last sync, imported sessions, and enable switch](https://mintcdn.com/openlayer-44/i_IVq7qGt9U6VbHF/images/integrations/salesforce_agentforce_agents.png?fit=max\&auto=format\&n=i_IVq7qGt9U6VbHF\&q=85\&s=7934b4ddf8e62e24c7e4d23dd842cc60) *** ## Monitoring in Openlayer Once agents are enabled and the first sync completes, conversations automatically appear in their respective Openlayer projects. ### Conversation traces Each Agentforce session is converted into a trace that captures user queries, agent responses, LLM model names, latency, and more. ![Example conversation trace from an Agentforce agent in Openlayer](https://mintcdn.com/openlayer-44/23RRs4L-T2iJzmpl/images/integrations/salesforce_trace.png?fit=max\&auto=format\&n=23RRs4L-T2iJzmpl\&q=85\&s=d8a2f6c0f1ca8860e83d28a54f4d1359) ### Backfill historical data To import conversations that occurred before the integration was connected, open the menu (the three dots) next to an enabled agent and click **Backfill**. In the backfill dialog, choose the date range: * **All available history** — re-fetch all past sessions * **Custom start date** — fetch sessions from a specific date forward ![The Backfill dialog for an Agentforce agent, with All available history and Custom start date](https://mintcdn.com/openlayer-44/i_IVq7qGt9U6VbHF/images/integrations/salesforce_agentforce_backfill.png?fit=max\&auto=format\&n=i_IVq7qGt9U6VbHF\&q=85\&s=d4e9bd33852fad9de51684735cc04e63) Duplicate sessions are automatically skipped, so it's safe to run a backfill at any time. ### Run evaluations With conversations flowing into Openlayer, you can: * [Create tests](https://docs.openlayer.com/tests/overview.md) to score response quality * Detect hallucinations and measure faithfulness * Track safety and compliance metrics * Monitor latency and cost trends * Compare agent performance across versions *** ## Disconnecting To disconnect the Salesforce Agentforce integration: 1. Go to **Settings** → **Integrations** → **Salesforce Agentforce** 2. Click **Disconnect** This stops all syncs. Existing data already imported into Openlayer is preserved. ## Troubleshooting * **OAuth fails** → verify the Callback URL in your Connected App matches `https://app.openlayer.com/integrations/agentforce/callback` exactly, and that the **Salesforce environment** you selected matches the org holding the Connected App. * **No agents discovered** → confirm you have at least one active Agentforce agent and that Data 360 with Agent Analytics is enabled. * **Conversations not appearing** → Salesforce writes session data to Data 360 with a delay. Wait for the next sync cycle and ensure Agent Analytics is turned on. * **Permission errors** → verify the connecting user has the [required permissions](#4-user-permissions), including `API Enabled` and `Data 360 User`. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.