Salesforce Agentforce
Build, test and operate agents that reason over Salesforce context and invoke Salesforce or connected actions.
Official product pageAvery Rulebook for Salesforce Agentforce
Let Agentforce run the customer workflow with policy it can prove.
Agentforce builds and deploys autonomous agents around Salesforce data, actions and channels. Rulebook complements it with confirmed enterprise rules that can govern consequential recommendations and actions across Salesforce and the wider estate.
The operating reality
Agentforce can combine natural-language instructions, programmatic expressions, CRM context and actions. Enterprise policy may still span contracts, regulated procedures, risk matrices and systems outside Salesforce, with owners who need an independent confirmation and release lifecycle.
Keepthe product you chose
Addexecutable enterprise policy
Provewhy every action was allowed
The runtime compliance gate
Check the answer or action before it creates impact.
Rulebook evaluates live context against the confirmed policy and regulatory rules that apply, then returns a decision the agent must follow.
01Context
Actor, purpose, data, jurisdiction and proposed action
02Gate
Allow, deny, obligations or named human review
03Audit
Evidence, rulebook version and signed decision trace
Architecture boundary
Avery Rulebook
Compile cross-enterprise policy into a versioned decision service that Agentforce can call before a recommendation, update or transaction.
Agentforce owns the agent, conversation and Salesforce workflow. Rulebook owns the confirmed policy decision and its evidence receipt.
Why the gap persists
Policies exist. Runtime compliance gates do not.
01
CRM instructions can become a second copy of policy owned elsewhere.
02
Customer actions may depend on contracts, jurisdiction and authority outside Salesforce.
03
Agent traces show execution, but policy owners also need confirmation and version lineage.
Rulebook in the workflow
Assemble context
Agentforce gathers the customer, case, product and proposed-action facts.
Check the rulebook
A Flow, Apex action, API call or MCP tool requests the applicable policy decision.
Continue with proof
Agentforce proceeds, constrains the action or escalates, retaining the Rulebook receipt.
Potential outcomes
Make compliance a gate in the work, not a report about the work.
- One policy layer across Salesforce and non-Salesforce agents
- Clear authority boundaries around customer-impacting actions
- Evidence joining CRM context to the applied enterprise rule
Questions leaders ask
Does Rulebook replace Agentforce guardrails or Agent Script?
No. Those remain useful for agent behavior and workflow logic. Rulebook centralizes policy that must be confirmed, reused across platforms and independently evidenced.
How can Agentforce call Rulebook?
Avery can be exposed through REST, an Agentforce action or MCP, depending on the architecture and Salesforce release in use.
Executive briefing
Add an auditable compliance gate to Salesforce Agentforce integration.
Bring one consequential agent workflow. We will map the governing policies and regulations, runtime gate, human authority and auditable evidence path with your team.
Request a briefing