Order status
Without Sanka
The account or opportunity may not include the latest fulfillment state.
With Sanka
Agentforce calls a scoped Sanka order endpoint and returns the current status.
Connect Salesforce Agentforce to live order and billing data
Let Agentforce agents answer order, delivery, inventory, billing, and approval questions by calling governed Sanka APIs instead of relying on incomplete CRM fields.
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Overview
Give Agentforce the back-office context it needs
Agents with operational truth
Agentforce can respond with current order status, delivery state, billing context, and approval history stored in Sanka.
Governed action access
Expose only the Sanka endpoints and fields each agent needs, with API keys, permission boundaries, and reviewable logs.
Back office stays in Sanka
Keep orders, inventory, delivery, invoices, payments, and accounting workflows in Sanka while Salesforce remains the customer system of engagement.
Workflow
How the Agentforce action connects to Sanka
- 01Choose the Agentforce use caseStart with a service or sales prompt such as order status, invoice status, delivery risk, or quote approval context.
- 02Resolve the Salesforce recordUse the Account or Opportunity context to find the linked Sanka company, deal, order, invoice, or payment.
- 03Connect the Sanka APIConfigure the scoped endpoint and pass the account, opportunity, order, or invoice reference into the request.
- 04Limit returned fieldsReturn only the fields the agent needs, such as status, next action, amount due, delivery date, and exception reason.
- 05Review and auditKeep the Sanka workflow logs and Salesforce action context available for operations, finance, and support review.
Compare
Why Agentforce needs a back-office data layer
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Order status | The account or opportunity may not include the latest fulfillment state. | Agentforce calls a scoped Sanka order endpoint and returns the current status. |
| Delivery timing | Delivery updates stay with operations, inventory, or fulfillment teams. | Sanka exposes delivery, slip, and inventory context to the agent. |
| Billing questions | Invoices, balances, and payment status are managed outside the Salesforce record. | Agentforce can reference invoice, payment, and AR data through governed Sanka endpoints. |
| Approval history | Quote and exception approvals are hard to reconstruct from CRM activity. | Sanka keeps approval state, workflow runs, and audit logs around the operating record. |
| Action safety | A generic action can run with too much access or too little traceability. | Sanka keeps API scope, permissions, logs, and approval boundaries around each workflow. |
Delivery timing
Without Sanka
Delivery updates stay with operations, inventory, or fulfillment teams.
With Sanka
Sanka exposes delivery, slip, and inventory context to the agent.
Billing questions
Without Sanka
Invoices, balances, and payment status are managed outside the Salesforce record.
With Sanka
Agentforce can reference invoice, payment, and AR data through governed Sanka endpoints.
Approval history
Without Sanka
Quote and exception approvals are hard to reconstruct from CRM activity.
With Sanka
Sanka keeps approval state, workflow runs, and audit logs around the operating record.
Action safety
Without Sanka
A generic action can run with too much access or too little traceability.
With Sanka
Sanka keeps API scope, permissions, logs, and approval boundaries around each workflow.
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
By implementing Sanka, we expect to connect reel racks with shop-floor inventory data so we can calculate requirements based on accurate stock.
FAQ
Frequently asked questions
Does this require replacing Salesforce?
No. Salesforce remains the customer engagement and opportunity system. Sanka supplies the operational data and governed API actions behind Agentforce.
Which Sanka records can Agentforce reference?
Start with orders, delivery status, inventory, invoices, payments, approvals, and subscriptions. The exact endpoints and fields should match the agent use case.
Can Agentforce create or update Sanka records?
Yes, when you expose a scoped write action and require the right review or confirmation. Many demos should begin with read-only lookup actions.
How do we keep agent actions safe?
Limit endpoint scope, store credentials securely, return only necessary fields, and keep Sanka permissions and audit logs around operational records.