Account Analysis App

Agentforce-powered Lightning App Page that provides comprehensive account intelligence, relationship health analysis, and company research for Salesforce Accounts.

Features

• 🤖 Agentforce-Powered Health Scoring - Automated 0-100 health score with status levels (Excellent, Good, Moderate, At Risk, Critical)
• 📊 Relationship Health Analysis - Sentiment analysis of customer communications with actionable insights
• 🔍 Company Research - Web-based company intelligence via Tavily API (overview, industry, products, executives, news)
• 📈 Comprehensive Metrics - Tracks emails, tasks, cases, opportunities, and engagement patterns
• ⚡ Auto-Trigger Analysis - Analysis starts automatically when an account is selected

Prerequisites

• Salesforce Org (Developer Edition, Sandbox, or Production)
• Salesforce CLI installed and authenticated
• System Administrator permissions
• Tavily API Key (for company research)
• Einstein AI enabled in your org (OpenAI GPT-4o mini and Gemini 2.5 Pro)

Quick Start

1. Download Assets

Download the pre-built assets: accountAnalysisAppAssets.zip

Extract the zip file to your local machine.

2. Set Up Project

# Create new Salesforce project
sf project generate --name account-analysis-app
cd account-analysis-app

# Or use existing project

3. Organize Files

Copy extracted files to your project following this structure:

force-app/main/default/
├── lwc/
│   ├── accountAnalysisApp/
│   ├── accountRelationshipHealth/
│   └── accountResearch/
├── classes/
│   ├── AccountRelationshipHealthController.cls
│   ├── AccountCompanyResearchController.cls
│   ├── AccountHealthAnalysis.cls
│   ├── AccountHealthMetrics.cls
│   ├── LeadCompanyResearchResult.cls
│   └── AccountRelationshipHealthControllerTest.cls
└── flexipages/
    └── Account_Analysis_App.flexipage-meta.xml

4. Deploy to Org

Create manifest/package.xml:

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>AccountRelationshipHealthController</members>
        <members>AccountRelationshipHealthControllerTest</members>
        <members>AccountCompanyResearchController</members>
        <members>AccountHealthAnalysis</members>
        <members>AccountHealthMetrics</members>
        <members>LeadCompanyResearchResult</members>
        <name>ApexClass</name>
    </types>
    <types>
        <members>accountAnalysisApp</members>
        <members>accountRelationshipHealth</members>
        <members>accountResearch</members>
        <name>LightningComponentBundle</name>
    </types>
    <types>
        <members>Account_Analysis_App</members>
        <name>FlexiPage</name>
    </types>
    <version>62.0</version>
</Package>

Deploy:

sf project deploy start --manifest manifest/package.xml --target-org your-org-alias

Run tests:

sf apex run test --class-names AccountRelationshipHealthControllerTest --result-format human

Configuration

1. Remote Site Settings

Setup → Remote Site Settings → New Remote Site

• Remote Site Name: Tavily_API
• Remote Site URL: https://api.tavily.com
• Active: ✓

2. Tavily API Configuration

1. Create Custom Metadata Type:

   • Setup → Custom Metadata Types → New
   • Label: Tavily API Config
   • Plural Label: Tavily API Configs
   • Object Name: Tavily_API_Config

2. Add Field:

   • Field Label: API Key
   • Field Name: API_Key__c
   • Data Type: Text (Length: 255)

3. Create Record:

   • Setup → Custom Metadata Types → Tavily API Config → Manage Records → New
   • Developer Name: Default (must be exactly "Default")
   • API Key: Enter your Tavily API key

3. Enable Einstein AI

Setup → Einstein Setup → Enable Einstein Generative AI

Ensure your user profile has Einstein AI permissions enabled.

4. Create Lightning Tab

Setup → Tabs → Lightning Component Tabs → New

• Lightning Component: c:accountAnalysisApp
• Tab Label: Account Analysis
• Icon: Choose appropriate icon

5. Create App Page

Setup → App Manager → Lightning App Pages → New

• Label: Account Analysis App
• Developer Name: Account_Analysis_App
• Add c:accountAnalysisApp component to the page
• Activate the page

6. Add to App Navigation

Setup → App Manager → Edit your app → Add "Account Analysis" to navigation items

Usage

1. Navigate to the Account Analysis tab or App Page
2. Select an Account from the picker
3. Analysis starts automatically:
   • Relationship Health component displays health score, metrics, insights, and recommendations
   • Account Research component displays company intelligence from web research

Tech Stack

• Lightning Web Components (LWC) - Modern Salesforce UI framework
• Apex - Backend logic and data aggregation
• Einstein AI - OpenAI GPT-4o mini (health analysis) and Vertex AI Gemini (research parsing)
• Tavily Search API - Web search for company research
• Lightning Design System (SLDS) - Salesforce styling

File Structure

force-app/main/default/
├── lwc/
│   ├── accountAnalysisApp/          # Main container component
│   ├── accountRelationshipHealth/   # Health analysis component
│   └── accountResearch/              # Company research component
├── classes/
│   ├── AccountRelationshipHealthController.cls    # Health metrics & AI
│   ├── AccountCompanyResearchController.cls        # Research & parsing
│   ├── AccountHealthAnalysis.cls                   # Analysis wrapper
│   ├── AccountHealthMetrics.cls                    # Metrics wrapper
│   ├── LeadCompanyResearchResult.cls               # Research result wrapper
│   └── AccountRelationshipHealthControllerTest.cls # Test class
└── flexipages/
    └── Account_Analysis_App.flexipage-meta.xml     # App page definition

Troubleshooting

Component not appearing: Verify isExposed is true in component metadata and component is deployed.

No research data: Check Tavily API key is configured in Custom Metadata with Developer Name "Default".

AI errors: Verify Einstein AI is enabled and user has Einstein AI permissions.

No health data: Ensure Account records have related data (cases, opportunities, emails).

License

This project is provided as-is for use in Salesforce orgs.