Andy in the Cloud

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Exploring DigitalOcean as a Managed AI Path for Salesforce

Choice fuels innovation—but it can also tip into analysis paralysis. On Salesforce, the native and often default AI path is Einstein and associated tools such as Prompt Builder and Agent Builder. That works well for many teams, yet cost, usage patterns, the weight of an Einstein dependency or broader strategic preferences can push app developers elsewhere—especially when you want close access and control over the models, data, and processing yourself. So: as a Salesforce developer, can you choose an alternative AI stack without going bare-metal and managing your own AI infrastructure?

In this blog I am use-case driven to help ground (pardon the pun) the exploration of alternatives to Salesforce’s own flavour of AI. The compute use case does not arguably need to be part of this—but it often comes hand in hand with building more complex AI solutions—so I wanted to include it. For this blog, I’ve partnered with DigitalOcean to explore their platform as an alternative to consider—through its own managed AI capabilities, and its FaaS serverless compute offering. Before we dive in—as always, please rest assured, my views are my own!

Until recently, Heroku was a good way to go beyond the Einstein based offerings, as Salesforce owned powerful PaaS for developers, with any-language support, scale, and a strong set of AI addons delivered in true Heroku style: fully managed DX and APIs. And even more recently the new AppLink feature that extended Salesforce org computational tasks beyond Apex and its limits to other languages. Alas with Heroku effectively moving to maintenance mode, we are still looking for alternatives.

We’ll explore DigitalOcean’s FaaS and managed inference features and how they can be integrated into Salesforce. What I found is that while the DX is different, the commitment to keep things simple is still present and helps keep us focused on the logic. There is even support for build packs and the recently graduated Cloud Native Buildpack standard. If you want to try the demos yourself, the sample code and deploy steps are in digitalocean-salesforce-demos. Prefer to skip the technical bits? Feel free to jump to the summary at the end.

Functions as a Service

Let’s start with FaaS. This is closer to Heroku apps, but serverless by design and scales to zero. As a result you need far less code and plumbing—no web server in your app or dependencies—just write the code and deploy it. And to ease Salesforce integration, as with Heroku AppLink, the Functions I created also support an OpenAPI schema.

I’m a big fan of contract-driven APIs—and of keeping that contract close to the implementation. So I used Swagger tooling to inline OpenAPI annotations in the function code, then post-process them into the OpenAPI spec External Services needs.

/**
 * @openapi
 * /hello:
 *   get:
 *     operationId: hello
 *     summary: Hello from DigitalOcean
 *     parameters:
 *       - name: name
 *         in: query
 *         schema: { type: string }
 *     responses:
 *       '200':
 *         description: Greeting
 *         content:
 *           application/json:
 *             schema:
 *               $ref: '#/components/schemas/HelloResponse'
 *   post:
 *     operationId: helloPost
 *     # …same greeting via JSON body { "name": "…" }
 */
/**
 * @openapi
 * components:
 *   schemas:
 *     HelloResponse:
 *       type: object
 *       properties:
 *         message: { type: string }
 *         name: { type: string }
 *         source: { type: string }
 */
// Build the greeting payload returned to the caller
function greet(name) {
  const who = (name && String(name).trim()) || 'world'
  return {
    message: `Hello from DigitalOcean, ${who}!`,
    name: who,
    source: 'DigitalOcean Functions',
  }
}
// DigitalOcean Functions entry point
function main(event = {}) {
  return {
    statusCode: 200,
    headers: { 'Content-Type': 'application/json' },
    body: greet(event.name),
  }
}
module.exports.main = main

The required files are incredibly minimal: a single .js file and a project.yml that describes the function(s) in the deployment. At a basic level, our Function looks like this:

packages/sfdemo/
└── hello/
    └── hello.js    # Function + @openapi JSDoc
project.yml         # package/function config for doctl

In our project.yml we declare that it’s a public web Function and requires Secure Web authentication—with the secret stored in an environment variable.

packages:
  - name: sfdemo
    functions:
      - name: hello
        runtime: nodejs:22
        web: true
        # Secure Web Function — callers send X-Require-Whisk-Auth
        webSecure: ${DO_FUNCTIONS_WEB_SECRET}

After that, the following doctl commands stand up an environment and deploy the Functions. Once they’re deployed—and you include the secret—you’re good to start calling your Function.

# Authenticate doctl and install the serverless plugin
doctl auth init
doctl serverless install
doctl serverless namespaces create --label sfdemo --region nyc1

# Project root + Secure Web Function secret
cd blog/playgrounds/functions
echo "DO_FUNCTIONS_WEB_SECRET=$(openssl rand -hex 32)" >> .env

# Build & deploy the Functions package
doctl serverless deploy . --remote-build

# Call with the Secure Web Function secret
SECRET=$(grep '^DO_FUNCTIONS_WEB_SECRET=' .env | cut -d= -f2-)
URL=$(doctl serverless functions get sfdemo/hello --url)
curl -sS -H "X-Require-Whisk-Auth: ${SECRET}" \
  -G "${URL}" --data-urlencode "name=Salesforce" | jq .

# Function response
{
  "message": "Hello from DigitalOcean, Salesforce!",
  "name": "Salesforce",
  "source": "DigitalOcean Functions"
}

Out of the box authentication options are limited. For public Functions you can use a secret-based token, roll your own auth, or you can make Functions private and invokable only via the DigitalOcean Functions APIs. The samples here are public and use secret-based auth—and when they call back into Salesforce, authentication is via admin-approved users.

DigitialOcean Dashboard provides a good overview of Functions deployed and allows you to see the code and test them out all within the dashboard – i personally prefer curl and CLI’s but this is a good feature for quick tests for sure:

To invoke this from within Salesforce via an External Service, you need a Named Credential that provides the URL and secret for authentication. I used Swagger tooling to generate an OpenAPI schema. You can click through the Setup pages to wire it all up—but since this is me, and to somewhat replicate what the Heroku AppLink CLI did for us, I automated it.

# Build OpenAPI from the @openapi JSDoc in each Function
npm run generate-openapi

# Sync Named Credential URL from doctl, generate External Service metadata,
# deploy EC/NC/ES, and push DO_FUNCTIONS_WEB_SECRET into the EC principal
./bin/functions-apex.sh setup

This resulted in an External Service that looks like this—the screenshot also shows the other sample operations wired from the same OpenAPI (helloPostaccountCount, and productCount). The accountCount Function is discussed below:

And under the Named Credential / External Credential, the Secure Web Function secret is passed as a custom header. Salesforce stores the actual credential value elsewhere in the External Credential configuration:

That then lets you call it from Apex like this:

// Generated External Service client for DigitalOceanFunctions
ExternalService.DigitalOceanFunctions svc =
    new ExternalService.DigitalOceanFunctions();

// Build the hello operation request
ExternalService.DigitalOceanFunctions.hello_Request req =
    new ExternalService.DigitalOceanFunctions.hello_Request();
req.name = 'Salesforce';

// Invoke the Function via Named Credential + External Service
ExternalService.DigitalOceanFunctions.hello_Response res = svc.hello(req);
System.debug(res.Code200.message);
// Hello from DigitalOcean, Salesforce!

If you’re not familiar with External Services, you might not know that they don’t just expose your Function to Apex. They also expose it to Flow—and even Agentforce—as actions for declarative builders in your org.

By leveraging External Client Apps (successors to Connected Apps) and OAuth JWT authentication, we can also give Function code callback access into the org—so Function logic can query and update Salesforce data (albeit limited by the current user’s permissions). Here’s a basic example that runs some SOQL to count Account records.

// JWT Bearer + REST helpers (username comes from Named Credential headers)
const sf = require('./salesforce')

// Authenticate as the calling user, then COUNT Accounts
async function countAccounts(event = {}) {
  const username = sf.usernameFromEvent(event)
  const token = await sf.getAccessToken(event, username)
  const result = await sf.query(
    token.access_token,
    token.instance_url,
    'SELECT COUNT() FROM Account',
    event
  )
  return {
    objectName: 'Account',
    count: result.totalSize,
    source: 'DigitalOcean Functions → Salesforce SOQL (JWT Bearer + fetch)',
  }
}

// DigitalOcean Functions entry point
async function main(event = {}) {
  try {
    return {
      statusCode: 200,
      headers: { 'Content-Type': 'application/json' },
      body: await countAccounts(event),
    }
  } catch (err) {
    return {
      statusCode: 500,
      headers: { 'Content-Type': 'application/json' },
      body: { error: err.message || String(err) },
    }
  }
}
module.exports.main = main

Not shown above is a set of helper routines that authenticate with Salesforce based on the calling user. We pass that user via another Named Credential feature—dynamic header values:

Fun Fact: I got the Heroku AppLink Node.js library working with this setup. That makes it easier to port existing AppLink code—and you get Unit of Work for transactional data access. Salesforce will likely keep shipping security fixes for paying customers, but not new features. To see it in action, check out the productCount Function in the sample repo.

Knowledge Bases – Retrieval Augmented Generation

These days it’s commonplace to have managed databases such as PostgreSQL that support vector similarity search (for example with pgvector). That often becomes the bedrock of pipelines that ingest documents, generate embeddings, and search them. DigitalOcean goes further with Knowledge Bases: an API to provision a knowledge base, upload files as data sources, and have the platform index them for later retrieval and semantic search. That managed path means less plumbing code on your side—so you can spend more time on the actual scenario: answering users’ real inquiries with the right context.

In keeping with the Salesforce integration theme, I wanted to build a native Salesforce experience on top of this—where users can drag and drop files, then ask questions against what was indexed—backed by DigitalOcean Serverless Inference from Apex. I’m aware Salesforce Data 360 can ingest files in a similar way for unstructured data and search indexing—here I’m exploring the DigitalOcean Knowledge Base path instead. Inference also has an interesting Inference Router feature that can route requests across models of your choosing, which can help manage cost if you put the effort into the routing configuration.

Key to my goal here was that DigitalOcean is very API-first in its design. Where I found a feature in the dashboard or CLI, I found an API—and what’s more, those APIs are described with the OpenAPI standard, which makes them ideal for agents and Salesforce to consume. Here’s a simple drag-and-drop experience with a chat box so you can ask questions once the file has been ingested. It again uses External Services—but this time to call DigitalOcean’s native platform APIs directl

Uploading another file shows preparation status in the same UI while DigitalOcean indexes it:

DigitalOcean’s dashboard also lets you review the uploaded data sources and indexing status—and it includes a RAG Playground tab where you can try retrieve-and-answer prompts against the knowledge base without leaving the console:

What is impressive about this is we didn’t have to provision our own datastore or set up our own ingest pipeline—we just uploaded our files and started querying against them to drive our chat experience. All of this didn’t require any code deploy off platform; it’s all been done with Apex and LWC. This to me is the closest I get to using Einstein AI and Data 360—I get to use existing managed services and stay within the Salesforce tooling I am familiar with. The architecture looks like this:

To import the DigitalOcean API into External Services I reduced the shipped OpenAPI to the operations this demo needs—after that, those operations show up like this:

There’s a second External Service for the file upload URL, because that PUT targets a different domain (Spaces) than the Platform API. In my case that host stayed static; if it ever varies, you’d be better off proxying the upload through a Function so Salesforce only talks to a stable endpoint.

Here are some snippets of Apex that call those External Services—list a Knowledge Base, run semantic retrieve against it, then pass that text into Serverless Inference. The Document Q&A UI uses a small helper class (DigitalOceanKnowledgeBaseService) that wraps this retrieve-then-answer path end to end.

// List Knowledge Bases (DigitalOceanPlatform → DigitalOcean_API)
ExternalService.DigitalOceanPlatform platform =
    new ExternalService.DigitalOceanPlatform();
ExternalService.DigitalOceanPlatform.listKnowledgeBases_Request listReq =
    new ExternalService.DigitalOceanPlatform.listKnowledgeBases_Request();
listReq.perx5fpage = 100; // OpenAPI per_page → Apex perx5fpage
ExternalService.DigitalOceanPlatform.listKnowledgeBases_Response listRes =
    platform.listKnowledgeBases(listReq);
System.debug(listRes.Code200.properties);

Semantic search is a separate External Service on the Knowledge Base retrieve host (kbaas.do-ai.run). The results from this call are the document excerpts you stuff into the model prompt:

// Retrieve / semantic search (DigitalOceanKBRetrieve → DigitalOcean_KB)
String kbUuid = '3f064852-91a1-11f1-aee4-4e013e2ddde4';
String question = 'What graphics modes are supported?';
ExternalService.DigitalOceanKBRetrieve.retrieveChunks_Request retrieveReq =
    new ExternalService.DigitalOceanKBRetrieve.retrieveChunks_Request();
retrieveReq.knowledgex5fbasex5fuuid = kbUuid;
ExternalService.DigitalOceanKBRetrieve_retrieveChunks_IN_body retrieveBody =
    new ExternalService.DigitalOceanKBRetrieve_retrieveChunks_IN_body();
retrieveBody.query = question;
retrieveBody.numx5fresults = 6;
retrieveBody.alpha = 0.35;
retrieveReq.body = retrieveBody;
ExternalService.DigitalOceanKBRetrieve.retrieveChunks_Response retrieveRes =
    new ExternalService.DigitalOceanKBRetrieve().retrieveChunks(retrieveReq);
// properties.results = matching text snippets (plus metadata such as page numbers)
List<Object> hits = (List<Object>) retrieveRes.Code200.properties.get('results');
String documentText = ''; // join text_content from each hit for the prompt

And here’s the Inference side—chat completions grounded on that retrieved document text:

// Chat completion (DigitalOceanInference → DigitalOcean_Inference)
ExternalService.DigitalOceanInference inference =
    new ExternalService.DigitalOceanInference();
ExternalService.DigitalOceanInference_createChatCompletion_IN_body chatBody =
    new ExternalService.DigitalOceanInference_createChatCompletion_IN_body();
chatBody.properties = new Map<String, Object>{
    'model' => 'llama3.3-70b-instruct',
    'temperature' => 0.2,
    'max_tokens' => 2000,
    'messages' => new List<Object>{
        new Map<String, Object>{
            'role' => 'system',
            'content' => 'Answer using only the document text provided by the user.'
        },
        new Map<String, Object>{
            'role' => 'user',
            'content' => 'Question:\n' + question + '\n\nDocument text:\n' + documentText
        }
    }
};
ExternalService.DigitalOceanInference.createChatCompletion_Request chatReq =
    new ExternalService.DigitalOceanInference.createChatCompletion_Request();
chatReq.body = chatBody;
ExternalService.DigitalOceanInference.createChatCompletion_Response chatRes =
    inference.createChatCompletion(chatReq);
System.debug(chatRes.Code200.properties);
// Helper used by the UI (retrieve + prompt + chat in one call):
// DigitalOceanKnowledgeBaseService.answerFromKnowledgeBase(kbUuid, question, null, null);

For authentication we store two DigitalOcean secrets on separate External Credential principals (same pattern as the Functions scenario—custom auth attributes sent as Bearer headers): a personal access token for the Platform and Knowledge Base APIs, and a model access key for Serverless Inference. Additionally, managing large files has never been a strength of Salesforce, given the heap limits in Apex—however I was able to leverage the latest External Services enhancements for binary uploads (OpenAPI Example 13), which stream a Salesforce File (ContentDocument Id) up to about 16MB without loading the bytes onto the Apex heap. The UI above temporarily creates a File record for that call, then deletes it once the DigitalOcean upload completes.

The above scenario is a simple one-off LLM call and requires no code deployed off-platform – but what if you wanted to build your own agent? This was a question asked when I first published this blog – so as a bonus update, you can find in the sample repository steps and code on how to build a small agent that is hosted on DigitalOcean’s App Platform. Below is a brief look at the resulting experience and what the architecture looks like – complete with the ability to stream agent responses back to LWC. Also, notice that even still, it is Apex/LWC code that managing the UI and agent session creation:

Batch Inference – managed costs with overnight work

Not every LLM call needs to happen while someone waits. Some AI work loads can be deferred and as a result this can result in reduced costs. Take for example, summarizing a day’s customer feedback and proposing follow-ups is a good fit—Product Owners don’t need a live chat for that; they need a digest and a short list of actions by morning. This is the use case I have explored with DigitalOcean Batch Inference. In Salesforce I seeded products with Customer_Feedback__c comments:

…then asked the model—in batch—to write a summary — which ends up back on the product record:


The same apply step also inserts Salesforce Tasks (routed to Product Owner or Warehouse Manager from the model’s JSON), so the overnight digest lands as a real to-do list by morning:

The Batch Inference API is deliberately simple: you don’t call chat completions one product at a time. Apex builds a JSONL file—one JSON object per line, each line a deferred inference request (custom_idmethodurlbody)—then:

  1. POST /v1/batches/files to get a short-lived presigned upload URL
  2. PUT the JSONL bytes to that URL
  3. POST /v1/batches with the file_id, provider, endpoint, and a completion_window (here 24h)
  4. Poll GET /v1/batches/{batch_id} until the job completes
  5. GET /v1/batches/{batch_id}/results for a download link, parse the output JSONL, and write summaries/Tasks back to Salesforce

Auth is the same model access key pattern as Serverless Inference (Named Credential DigitalOcean_Inference). Each JSONL line is essentially a packaged chat-completions call; for this demo Apex groups unprocessed Customer_Feedback__c by product and asks for structured JSON back (summarythemestasks). A DockScan line looks like this (system prompt shortened):

{
  "custom_id": "product-prod-dsx2-200",
  "method": "POST",
  "url": "/v1/chat/completions",
  "body": {
    "model": "gpt-4o-mini",
    "temperature": 0.2,
    "response_format": { "type": "json_object" },
    "messages": [
      {
        "role": "system",
        "content": "Respond with ONLY valid JSON: summary, themes[], tasks[] with OwnerRole Product Owner|Warehouse Manager..."
      },
      {
        "role": "user",
        "content": "{\"product\":{\"external_id\":\"prod-dsx2-200\",\"name\":\"DockScan X2 Barcode Scanner\",\"product_code\":\"DSX2-200\"},\"feedback\":[{\"customer\":\"ParcelPath Hub 4\",\"channel\":\"Support\",\"rating\":1,\"feedback\":\"DockScan X2 docks are overheating after ~4 hours...\"},{\"customer\":\"MetroFulfill East\",\"channel\":\"Email\",\"rating\":3,\"feedback\":\"Scan accuracy on glossy vinyl labels...\"},{\"customer\":\"QuickPick Robotics\",\"channel\":\"Review\",\"rating\":4,\"feedback\":\"Love the USB-C dock form factor...\"}]}"
      }
    ]
  }
}

DigitalOcean’s Control Panel also exposes a Job Queue so you can watch those jobs move from queued to completed:

The sample included with this post is Apex-only: submit, poll, and apply are anonymous Apex scripts (or a thin sf apex run wrapper) that call a helper class—SOQL for unprocessed feedback, build/upload the JSONL, create the job, then poll and write summaries and Tasks back onto the products. Those are the building blocks for a Scheduled Apex job and a small UI to monitor batch status. The API is poll-based today; DigitalOcean has signaled webhook notifications are coming, but they’re not in the reference yet. End to end, the architecture looks like this:

Summary

Looking back across these explorations, what I valued most wasn’t any single API call—it was that DigitalOcean kept delivering the same kind of fully managed experience I rely on from Salesforce. I spent my time focusing on the Salesforce use cases, External Services, Named Credentials, Apex, and a bit of LWC—not on standing up servers, vector databases, or GPU fleets.

  • Functions — Scale-to-zero compute with almost no ceremony: write the function, doctl serverless deploy, call it. For Salesforce that meant an OpenAPI-shaped edge I could import into External Services, then call back into the org with JWT when I needed SOQL. I did appreciate not having to scafold middleware such as a web server and scaling to zero so I only pay for what I use. One thing I’d like more of out of the box is orchestration—easy async hand-off from one Function to another without me wiring the glue. You can do that today by calling the Functions API from inside a Function; I’d just like first-class primitives for that pattern. Product extras I’d reach for next include scheduled Functions for light off-platform cron, and App Platform packaging when a function needs to sit beside a small web app.
  • Knowledge Bases + Serverless Inference — This was the closest “Einstein+D360-shaped” path and I enjoyed not having to own the pipeline coding and infrastructure. I simply uploaded a file, the platform indexes it (Spaces + OpenSearch under the hood), retrieve chunks, then chat-complete—all from Apex. In the Control Panel, RAG Playground and retrieval testing let me validate answers before I wired the LWC. Features I didn’t need for the demo but that keep the stack managed as you grow: auto-indexing on a schedule, optional reranking for tougher corpora, and more data-source types (URLs, Spaces, S3) without redesigning ingest.
  • Batch Inference — I appreciated a dedicated set of services for deferred LLM work that was simple to use: JSONL in, Job Queue in the console, structured JSON out onto Product2 and Tasks. It felt a little like Batch Apex without me provisioning workers. Alongside it, the broader Inference control plane (Model Catalog, Inference Router, model access keys) is how I’d keep choosing models and cost tiers while Salesforce stays the system of engagement.

The experience across all three explorations: DigitalOcean owns the AI operational surface; Salesforce owns the business surface. That’s the alternative I was looking for when Heroku’s new strategic path narrowed—choice of AI and compute, without giving up the managed DX that lets me keep focused on building! And if you want to run through the demos yourself, the sample code and deploy steps are in digitalocean-salesforce-demos.

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Enhancing Agentforce Output with Rich Text Formatting

I have been working with Agentforce for a while, and as is typically the case, I find myself drawn to platform features that allow extensibility, and then my mind seems to spin as to how to extract the maximum value from them! This blog explores the Rich Text (a subset of HTML) output option to give your agents’ responses a bit more flair, readability, and even some graphical capability.

Agentforce Actions typically return data values that the AI massages into human-readable responses such as, “Project sentiment is good”, “Product sales update: 50% for A, 25% for B, and 25% for C”, “Project performance is exceeding expectations; well done!”. While these are informative, they could be more eye-catching and, in some cases, benefit from more visual alternatives. While we are now getting the ability to use LWC’s in Agentforce for the ultimate control over both rendering and input, Rich Text is a middle-ground approach and does not always require code. All be it perhaps a bit of HTML or SVG knowledge and/or AI assistance is needed – you can achieve results like this in Agentforce chat

Lets start with a Flow example, as it also supports Rich Text through its Text Template feature. Here is an example of a Flow action that can be added to a topic with instructions to tell the agent to use it when presenting good news to the user, perhaps in collaboration with a project status query action.

In this next example a Flow conditionally assigns and output from multiple Text Templates based on an input of negative, neutral or positive – perhaps used in conjunction with a project sentiment query action.

The Edit Text Template dialog allows you to create Rich Text with the toolbar or enter HTML directly. Its using this option we can enter our smile svg shown below:

<svg xmlns='http://www.w3.org/2000/svg' width='50' height='50'><circle cx='25' cy='25' r='24' fill='yellow' stroke='black' stroke-width='2'/><circle cx='17' cy='18' r='3' fill='black'/><circle cx='33' cy='18' r='3' fill='black'/><path d='M17 32 Q25 38 33 32' stroke='black' stroke-width='2' fill='none' stroke-linecap='round'/></svg>

For a more dynamic approach we can break out into Apex and use SVG once again to generate graphs, perhaps in collaboration with an action that retrieves product sales data.

The full Apex is stored in a Gist here but in essence its doing this:

@InvocableMethod(
   label='Generate Bar Chart' 
   description='Creates a bar chart SVG as an embedded <img> tag.')
public static List<ChartOutput> generateBarChart(List<ChartInput> inputList) {
   ...
   String svg = buildSvg(dataMap);
   String imgTag = '<img src="data:image/svg+xml,' + svg + '"/>';
   return new List<ChartOutput>{ new ChartOutput(imgTag) };
}

When building the above agent, I was reminded of a best practice shared by Salesforce MVP, Robert Sösemann recently, which is to keep your actions small enough to be reused by the AI. This means that I could have created an action solely for product sales that generated the graph. Instead, I was able to give the topic instructions to use the graph action when it detects data that fits its inputs. In this way, other actions can generate data, and the AI can now use the graph rendering independently. As you can see below, there is a separation of concerns between actions that retrieve data and those that format it (effectively those that render Rich Text). By crafting the correct instructions, you can teach the AI to effectively chain actions together.

You can also use Prompt Builder based actions to generate HTML as well. This is something that the amazing Alba Rivas covered very well in this video already. I also captured the other SVG examples used in this Gist here. A word on security here, SVG can contain code, so please make sure to only use SVG content you create or have from a trusted source – of note is that using SVG embedded in an img tag code is blocked by the browser, <img src="data:image/svg+xml,<svg>....</svg>"/>.

Whats next? Well I am keen to explore the upcoming ability to use LWC’s in Agentforce. This allows for control of how you request input from the user and how the results of actions are rendered. Potentially enabling things like file uploads, live status updates and more! Meanwhile check this out from Avi Rai.

Meanwhile, enjoy!


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The Third Edition

bookI’m proud to announce the third edition of my book has now been released. Back in March this year I took the plunge start updates to many key areas and add two brand new chapters. Between the 2 years and 8 months since the last edition there has been several platform releases and an increasing number of new features and innovations that made this the biggest update ever! This edition also embraces the platforms rebranding to Lightning, hence the book is now entitled Salesforce Lightning Platform Enterprise Architecture.

You can purchase this book direct from Packt or of course from Amazon among other sellers.  As is the case every year Salesforce events such as Dreamforce and TrailheaDX this book and many other awesome publications will be on sale. Here are some of the key update highlights:

  • Automation and Tooling Updates
    Throughout the book SFDX CLI, Visual Studio Code and 2nd Generation Packaging are leverage. While the whole book is certainly larger, certain chapters of the book actually reduced in size as steps previously reflecting clicks where replaced with CLI commands! At one point in time I was quite a master in Ant Scripts and Marcos, they have also given way to built in SFDX commands.
  • User Interface Updates
    Lightning Web Components is a relative new kid on the block, but benefits greatly from its standards compliance, meaning there is plenty of fun to go around exploring industry tools like Jest in the Unit Testing chapter. All of the books components have been re-written to the Web Component standard.
  • Big Data and Async Programming
    Big data was once a future concern for new products, these days it is very much a concern from the very start. The book covers Big Objects and Platform Events more extensibility with worked examples, including ingest and calculations driven by Platform Events and Async Apex Triggers. Event Driven Architecture is something every Lightning developer should be embracing as the platform continues to evolve around more and more standard platforms and features that leverage them.
  • Integration and Extensibility
    A particularly enjoyed exploring the use of Platform Events as another means by which you can expose API’s from your packages to support more scalable invocation of your logic and asynchronous plugins.
  • External Integrations and AI
    External integrations with other cloud services are a key part to application development and also the implementation of your solution, thus one of two brand new chapters focuses on Connected Apps, Named Credentials, External Services and External Objects, with worked examples of existing services or sample Heroku based services. Einstein has an ever growing surface area across Salesforce products and the platform. While this topic alone is worth an entire book, I took the time in the second new chapter, to enumerate Einstein from the perspective of the developer and customer configurations. The Formula1 motor racing theme continued with the ingest of historic race data that you can run AI over.
  • Other Updates
    Among other updates is a fairly extensive update to the CI/CD chapter which still covers Jenkins, but leverages the new Jenkins Pipeline feature to integrate SFDX CLI. The Unit Testing chapter has also been extended with further thoughts on unit vs integration testing and a focus on Lightening Web Component testing.

The above is just highlights for this third edition, you can see a full table of contents here. A massive thanks to everyone involving for providing the inspiration and support for making this third edition happen! Enjoy!


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Image Recognition with the Salesforce Einstein API and an Amazon Echo

AI services are becoming more and more accessible to developers than ever before. Salesforce acquired Metamind last year and made some big announcements at Dreamforce 2016. Like many developers, i was keen to find out about its API. The answer at the time was “check back with us next year!”.

pipaWith Spring’17 that question has been answered. At least thus far as regards to image recognition, with the availability of Salesforce Einstein Predictive Vision Service (Pilot). The pilot is open to the public and is free to signup.

True AI consists of recognition, be that visual or spoken, performing actions and the final most critical peace, learning. This blog explores the spoken and visual recognition peace further, with the added help of Flow for performing practically any action you can envision!

You may recall a blog from last year relating to integrating Salesforce with Amazon Echo. To explore the new Einstein API, I decided to leverage that work further. In order to trigger recognition of my pictures from Alexa. Also the Salesforce Flow usage enabled easy extensibility via custom Apex Actions. Thus the Einstein Apex Action was born! After a small bit of code and some configuration i had a working voice activated image recognition demo up and running.

The following diagram breaks down what just happened in the video above. Followed by a deeper walk through of the Predictive Vision Service and how to call it.

amazonechoandeinstein

  1. Using Salesforce1 Mobile app I uploaded an image using the Files feature.
  2. Salesforce stores this in the ContentVersion object for later querying (step 6).
  3. Using the Alexa skill, called Einstein, i was able to “Ask Einstein about my photo”
  4. This  NodeJS skill runs on Amazon and simply routes requests to Salesforce Flow
  5. Spoken terms are passed through to a named Flow via the Flow API.
  6. The Flow is simple in this case, it queries the ContentVersion for the latest upload.
  7. The Flow then calls the Einstein Apex Action which in turn calls the Einstein REST API via Apex (more on this later). Finally a Flow assignment takes the resulting prediction of what the images is actually of, and uses it to build a spoken response.
    einstenandflow

Standard Example: The above example is exposing the Einstein API in an Apex Action, this is purely to integrate with the Amazon Echo use case. The pilot documentation walks you through an standalone Apex and Visualforce example to get you started.

How does theEinstein Predictive Vision Service API work?

revaflintsilverThe service introduces a few new terms to get your head round. Firstly a dataset is a named container for the types of images (labels) you want to recognise. The demo above uses a predefined dataset and model. A model is the output from the process of taking examples of each of your data sets labels and processing them (training). Initiating this process is pretty easy, you just make a REST API call with your dataset ID. All the recognition magic is behind the scenes, you just poll for when its done. All you have to do is test the model with other images. The service returns ranked predictions (using the datasets labels) on what it thinks your picture is of. When i ran the pictures above of my family dogs, for the first time i was pretty impressed that it detected the breeds.

EinsteinPredictiveVisionAPI.png

While quite fiddly at times, it is also well worth the walking through how to setup your own image datasets and training to get a hands on example of the above.

How do i call the Einstein API from Apex?

Salesforce saved me the trouble of wrapping the REST API in Apex and have started an Apex wrapper here in this GitHub repo. When you signup you get private key file you have to upload into Salesforce to authenticate the calls. Currently the private key file the pilot gives you seems to be scoped by your org users associated email address.

public with sharing class EinsteinAction {

    public class Prediction {
        @InvocableVariable
        public String label;
        @InvocableVariable
        public Double probability;
    }

    @InvocableMethod(label='Classify the given files' description='Calls the Einsten API to classify the given ContentVersion files.')
    public static List<EinsteinAction.Prediction> classifyFiles(List<ID> contentVersionIds) {
        String access_token = new VisionController().getAccessToken();
        ContentVersion content = [SELECT Title,VersionData FROM ContentVersion where Id in :contentVersionIds LIMIT 1];
        List<EinsteinAction.Prediction> predictions = new List<EinsteinAction.Prediction>();
        for(Vision.Prediction vp : Vision.predictBlob(content.VersionData, access_token, 'GeneralImageClassifier')) {
            EinsteinAction.Prediction p = new EinsteinAction.Prediction();
            p.label = vp.label;
            p.probability = vp.probability;
            predictions.add(p);
            break; // Just take the most probable
        }
        return predictions;
    }
}

NOTE: The above method is only handling the first file passed in the parameter list, the minimum needed for this demo. To bulkify you can remove the limit in the SOQL and ideally put the file ID back in the response. It might also be useful to expose the other predictions and not just the first one.

The VisionController and Vision Apex classes from the GitHub repo are used in the above code. It looks like the repo is still very much WIP so i would expect the API to change a bit. They also assume that you have followed the standalone example tutorial here.

Summary

This initial API has made it pretty easy to access a key part of AI with what is essentially only a handful of simple REST API calls. I’m looking forward to seeing where this goes and where Salesforce goes next with future AI services.