---
schema_version: "1"
id: e68667087dd35e353b541e34ff43128bd3678a0be39300f5a5a65eb58d6d32ad
title: Integrate Integration Procedures with Agentforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_integrate_integration_procedures_with_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_integrate_integration_procedures_with_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f50f8ff4bb9df483a3cf4c2e924bef74349b5ee6be36492679b20c5c8626cfe7
description: To make Integration Procedures available as a new action type within Agent Actions, start by selecting the desired Integration Procedure. Define its input and output data in JSON format, then verify the data. This process automatically converts the Integration Procedure Data JSON into a format compatible with Agentforce. Then, add the Agent Action from the Asset Library in Agentforce Studio, configure the Agent and subagent, and activate the embedded Integration Procedure within Agentforce. After it’s set up, the Integration Procedure can be triggered during agent-customer interactions to drive real-time automation and data access.
products:
  - Omnistudio
release: "264"
---
# Integrate Integration Procedures with Agentforce

To make Integration Procedures available as a new action type within Agent Actions, start by selecting the desired Integration Procedure. Define its input and output data in JSON format, then verify the data. This process automatically converts the Integration Procedure Data JSON into a format compatible with Agentforce. Then, add the Agent Action from the Asset Library in Agentforce Studio, configure the Agent and subagent, and activate the embedded Integration Procedure within Agentforce. After it’s set up, the Integration Procedure can be triggered during agent-customer interactions to drive real-time automation and data access.

Before you begin:

- Ensure that you’ve the Omnistudio permissions. See [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses.htm&type=5&language=en_US).
- Enable the Omnistudio Metadata in your org. See [Enable Omnistudio Metadata API Support](https://help.salesforce.com/s/articleView?id=xcloud.os_enable_omnistudio_metadata_api_support.htm&type=5&language=en_US).

## Prepare an Integration Procedure for Agentforce Integration

Before using an Integration Procedure within Agentforce, it's important to note that the data format expected by Agentforce is different from the standard Integration Procedure format. To ensure compatibility, you must prepare the Integration Procedure accordingly.

1. From the Integration Procedure list view page, select and open the Integration Procedure that you want to integrate with Agentforce.
2. Click **Preview**.
3. Click **Configure Agentforce**.
4. Define the input and output data for the Integration Procedure in JSON format, and then click **Verify Data**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio-264-0-0-production-enus/f526eaa8-ae05-487a-8944-4bb99b0b78ac/images/icon_note.png)
    
    Note
    
    When defining the input and output JSON, only alphanumeric characters (A-Z, a-z, 0-9) are allowed for the key in the key-value pair. No special characters are permitted.
    
    For example, enter this data that includes a user’s income details in JSON format to calculate the base tax slab and surcharge based on the income slab.
    
    Input Data JSON:
    
    ```
    {
     	 "taxpayerId": "TAXP123456",
      	"financialYear": "2024-2025",
     	 "totalIncome": 1800000
    }
    ```
    
    Output JSON Response:
    
    ```
    {
      	"taxpayerId": "TAXP123456",
     	 "financialYear": "2024-2025",
      	"baseTax": 315000,
     	 "surcharge": 0,
     	 "totalTaxPayable": 315000
    }
    ```
    
    When you click **Verify Data**, the data structure is updated automatically.
5. Click **Next**.
6. Click **Save**.
7. Activate the Integration Procedure.

## Add an Agent Action

Agent Actions act as connectors between Agentforce and the Integration Procedure.

1. From the Agents list in the Agentforce Studio app, open the agent you want to add an action to.
2. From the Explorer panel, open the subagent you want to add the action to. Then hover over **Actions** and click the add icon.
3. Select **Add from Asset Library**.
4. Select the Integration Procedure action.
5. Click **Add to Agent**.

For more information, see [Add an Action to a Subagent from the Asset Library](https://help.salesforce.com/s/articleView?id=ai.agent_actions_add_asset_library.htm&type=5&language=en_US).

## Configure an Agent

Create an Agent to manage conversation flows and execute Agent Actions. Add a subagent and associate it with the Agent Action. Subagents define specific intents or tasks the Agent handles.

For information about how to configure an Agent, see [Configure Your Agent](https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&type=5&language=en_US).