A step-by-step guide for Salesforce developers on integrating Discovery Framework (an Omniscript-based digital form engine) into Agentforce agents for financial services. The tutorial covers five implementation steps: creating a Discovery Framework Omniscript with structured form fields, building Apex classes for business logic, creating a Lightning Web Component to wrap the Omniscript, configuring a custom Lightning type to map Apex output to the LWC, and setting up the agent action. The solution replaces error-prone conversational data capture with navigable, structured forms rendered directly inside the Agentforce agent window — particularly useful for complex workflows like transaction dispute intake questionnaires.
Table of contents
The problem: Conversational capture falls shortThe solution: Discovery Framework in agentsTechnical architecture overviewSteps to implement Discovery Framework in AgentforceTesting the integrationExtending this patternConclusionResourcesAbout the author351 Impressions