Salesforce Agentforce

Add DPX settlement intelligence to Salesforce Agentforce agents via External Services (OpenAPI import) or Apex callouts.

Option A — External Services (recommended)

Salesforce External Services imports the DPX OpenAPI spec and auto-generates invocable Apex actions — no code required.

1. Register DPX as an External Service

1. Setup → External Services → New External Service
2. Name: DPXProtocol
3. Named Credential → create new:
   • URL: https://api.untitledfinancial.com
   • Auth: No Authentication
4. Schema URL: https://api.untitledfinancial.com/openapi.json
5. Save — Salesforce imports all endpoints as invocable actions

2. Use in Flow Builder

1. Flow Builder → your flow → New Action → External Service
2. Select DPXProtocol → choose action (e.g., getSettlementQuote)
3. Map input variables from the flow record
4. Store the output — use in email alert, screen, or decision node

3. Add to Agentforce

1. Agent Studio → your agent → Actions → Add Action
2. Select Flow → your DPX flow
3. The agent can now call it from natural language: “Get a fee quote for this settlement”

Option B — Apex callout

For direct integration in Apex triggers, batch jobs, or custom controllers:

public class DPXClient {

    public static Map<String, Object> getOracleStatus() {
        HttpRequest req = new HttpRequest();
        req.setEndpoint('https://stability.untitledfinancial.com/reliability');
        req.setMethod('GET');
        req.setHeader('Accept', 'application/json');
        return (Map<String, Object>) JSON.deserializeUntyped(
            new Http().send(req).getBody()
        );
    }

    public static Map<String, Object> getQuote(
            Decimal amountUsd, Boolean hasFx, Decimal esgScore) {
        HttpRequest req = new HttpRequest();
        req.setEndpoint(
            'https://stability.untitledfinancial.com/quote'
            + '?amountUsd=' + amountUsd
            + '&hasFx=' + hasFx
            + '&esgScore=' + esgScore
        );
        req.setMethod('GET');
        req.setHeader('Accept', 'application/json');
        return (Map<String, Object>) JSON.deserializeUntyped(
            new Http().send(req).getBody()
        );
    }
}

Add all DPX domains to Setup → Remote Site Settings:

• api.untitledfinancial.com
• stability.untitledfinancial.com
• esg.untitledfinancial.com

Agentforce system instruction

You have access to DPX Protocol actions for treasury settlement intelligence.

When a user asks about settlement pricing or conditions:
1. Run DPX Oracle Check — report the stability status
2. If a counterparty wallet is known, run DPX ESG Score
3. Run DPX Settlement Quote with amount and ESG score
4. Summarise: oracle status, ESG standing, fee breakdown, net amount

Full setup guide and Apex samples: github.com/untitledfinancial/dpx-integrations/tree/main/salesforce