Agentforce Exchange – 1 : Generate Email with LWC and Agentforce Models API

sanketthoughts

9 months ago

Generate email drafts instantly using LWC and Model AI, helping Sales Reps save time, reduce repetitive writing, and ensure consistent, personalized communication across the sales process.

This scenario has been designed for developer who possess Intermediate skills in Lightning Web Component and Apex along with Agentforce Models API

Reduces repetitive email drafting.
Uses AI to generate tailored emails based on prompts.
Stores email drafts in a custom object.
Adds an approval layer for quality assurance.
Makes approved emails reusable by others.
Restricts usage and visibility through permission sets and record-level access.

🧱 Core Components

1. Lightning Web Component (LWC) UI in Utility Bar

Available only to users with a specific permission set (Composer_Admin).
UI:
- Prompt input
- “Generate Email” button
- “Save Draft” and “Submit for Approval” options
Dynamically show/hide components or disable functionality if the user lacks the permission set.

2. LLM Integration

Secure callout to Agentforce Model API
Full error handling (timeouts, malformed prompts, bad responses).
Optionally log callouts for auditing/debugging.

3. Custom Object: `Email_Draft__c`

Fields:
- Prompt__c
- Draft_Text__c
- Created_By__c (auto-filled)
- Status__c (Draft, Pending Approval, Approved, Rejected)
- Approved_By__c
- Use_Case__c
Record Visibility Control:
- By default, only visible to the creator and system admins.
- Once Status__c = Approved, sharing rule or Apex sharing grants visibility to all users or a defined group.
- Use sharing rules, criteria-based sharing, or a trigger to share approved drafts.

🔐 Security Rule:
Only users with the Composer_Admin permission set can access and use the LWC email generator.
Non-admins cannot generate or submit drafts but may see approved drafts only if sharing is enabled.

4. Approval Flow Setup

Triggered when draft is submitted (Status__c = 'Pending Approval').
Approval will be sent to user manager
Approver reviews and updates Status__c accordingly.
Post-approval action:
- Set Status__c = 'Approved'.
- Automatically update sharing (via Apex or Flow) to make the draft visible to others.
Rejected → Send notification to creator, allow resubmission.

5. Sharing Approved Emails

Displayed in another LWC or component accessible to all sales reps.
Only Email_Draft__c records with Status__c = 'Approved' are shown.
Filters prevent access to unapproved drafts unless the viewer is the creator or an admin.

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