Setup Guide
Connect your Salesforce org
This guide walks you through adding a Salesforce connector so Agently can pull your live Agentforce agent data — registry, sessions, and governance signals.
- A Salesforce org with Data Cloud enabled and at least one Agentforce agent defined
- A Connected App configured in Salesforce with OAuth 2.0 and the required scopes
- Your Connected App's Consumer Key and Consumer Secret
- Your Data Cloud base URL (the .c360a.salesforce.com subdomain)
Sign in to Agently
Go to ai.agently.teqfocus.com and sign in with your credentials. If you don't have an account yet, click Sign up on the login page to create one and set up your organisation.
Open Connectors
In the left sidebar, scroll to the Build section and click Connectors. This page lists all connected Salesforce orgs for your account.
Click "Add Connector"
Click the Add Connector button in the top-right corner of the Connectors page. A form panel will open.
Fill in your Salesforce details
Complete every field in the form using the reference below.
| Field | What to enter |
|---|---|
| Org ID / Source Account | Your 18-character Salesforce Org ID00Dxxxxxxxxxxxxxxxxx |
| Display Name | Any friendly label you'll recogniseSF Test 3 |
| Org URL | Your org's My Domain URLhttps://<your-org>.my.salesforce.com |
| Auth Login URL | Base Salesforce URL only — same as Org URL, no trailing pathhttps://<your-org>.my.salesforce.com |
| Data Cloud Base URL | Your Data Cloud instance subdomainhttps://<instance>.c360a.salesforce.com |
| Consumer Key | Client ID from your Salesforce Connected App |
| Consumer Secret | Client Secret from your Salesforce Connected App |
/services/oauth2/token).Save and sync
Click Save. Agently will immediately validate the connection and trigger an initial sync of your Agentforce agent registry. The connector card will show a green Active status once the first sync completes — this usually takes under a minute.
Ready to connect?
Sign in or create a free account to get started.