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Author Liam Coates

Liam Coates

Principal Solution Architect
LinkedIn profile

Liam Coates leads enterprise architecture initiatives at Docusign, helping organizations design and implement scalable solutions across the Docusign platform. Liam has been at Docusign for 11 years.

Developers

How to Ground Agentforce with Docusign Navigator Agreement Data

To ground Agentforce with real agreement data, you sync Docusign Navigator records into structured Salesforce fields using Named Credentials, Apex callouts, and a headless Lightning Web Component (LWC). This post walks through each component, from the service class to the Prompt Template.

How to Ground Agentforce with Docusign Navigator Agreement Data

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Developers

How to Ground Agentforce with Docusign Navigator Agreement Data

To ground Agentforce with real agreement data, you sync Docusign Navigator records into structured Salesforce fields using Named Credentials, Apex callouts, and a headless Lightning Web Component (LWC). This post walks through each component, from the service class to the Prompt Template.

Author Liam Coates
Liam Coates
How to Ground Agentforce with Docusign Navigator Agreement Data