Overcast for Agentforce
Agentic AI needs
real-time SAP actions
so AI can act,
not just analyze
Agentic AI needs
Why integrate Agentforce with SAP
Real-time truth from SAP, executed in Salesforce, audited end to end
Why do Agentic AI Projects
Fail – Reasons
The Solution for
Agentic AI Integrations
Read-only limitations
Out-of-the-box, agents can read and write CRM data but cannot do the same with SAP. Without SAP write access, they cannot reserve parts, create orders, or invoice.
Action-capable agents
Overcast exposes safe SAP operations so agents can execute transactions like create order, reserve or issue parts, confirm time, and post invoices directly from Salesforce.
Missing business truth
Quotes and decisions lack SAP pricing, ATP, warranty, contracts, and credit status. Agents guess, then humans fix mistakes later.
Full SAP context before acting
Agents check live SAP rules and data first, then act. Pricing, availability, contract terms, warranty, and credit are validated inside the flow.
Unsafe automation
Custom scripts run outside enterprise controls. No standard approvals, no audit trail, and high risk when something goes wrong.
Governed execution
Overcast enforces SAP authorizations, approvals, logging, and rollback. Every agent step is controlled, traceable, and compliant.
Batch delays and handoffs
Nightly syncs and manual hops slow service. Errors appear hours later and hurt customer experience.
Immediate validations and confirmations
Agents validate against SAP rules in real-time in the interaction and return confirmations or guided exceptions on the spot.
Overcast for Agentforce – Use Cases
Overcast for Agentforce lets you build copilots and agents with point-and-click simplicity, delivering end-to-end use cases in weeks, not months
Overcast for Agentforce – Overview
Overcast for Agentforce provides easy read-write access to any SAP data / process. Access 150+ Actions and build-your-own based on 30000+ SAP APIs and 100’000+ tables.
Overcast for Agentforce is fully meta-data driven and allows you to access SAP processes and data as easy as you can access Salesforce-based processes and data. It comes with prebuilt content and powerful design-time tools.
The 150+ prebuilt actions include typical SAP integration use cases. such as:
- List of sales orders
- Status of a delivery
- Product availability check (ATP)
- Asset health report across Salesforce and SAP data
- Automatically generate service report for service technician
Complete, next-generation autonomous agents
With the Overcast Applications, Vigience combines Overcast for Agentforce with the best of Salesforce and the best of SAP to build ready-to-use autonomous agents that assist your workforce.
Examples include
- Customer sends a purchase order PDF via email and Agentforce creates an SAP sales order automatically. It displays the PDF side-by-side next to the parsed sales order so users can quickly review and approve for semi-automatic posting
- Customer sends an email with a picture of a faulty machine. Agentforce analyses the text and image, peforms root cause analysis and automatically creates a Salesforce Case and a SAP service notification & servicer order.
- Curstomer wants to return and have replaced a product. After verifying the correctness of the claim, Agentforce automatically creates SAP return order, initiates a replacement shipment in SAP and notifies the customer with a live ETA.
Overcast for Agentforce – Solution Architecture
Overcast for Agentforce empowers your Salesforce users not only to analyze data but also to act on it. The Overcast for Agentforce design-time tools enable you to deploy prebuilt SAP integrations and build new ones using point-and-click functionality, allowing users to leverage natural language to interact with SAP processes.
Implementation Path
From workshop to go-live in six clear steps
Step 1
Select any SAP API or table & generate the SAP integration
Step 2
Define the fields and UI for the Agentforce response
Step 3
Define the AI action in the Overcast for Agentforce wizard
Step 4
Assign the generated action to a an Agentforce Topic
Step 5
Add SAP Agentforce action to an agent (Agentforce Builder)
Step 6
Test the agent and deploy it to the end users!
Watch a Video
From prompt to SAP action in under 2 minutes
Questions and answers
Practical details about SAP, Salesforce, and Agentforce
Why should I integrate Agentforce with SAP?
Without integration, agents are limited to reading Salesforce data. By connecting to SAP, they can manage returns, orders, parts, warranties, invoices, and other critical processes, giving you more reliable and actionable AI-driven automation.
How is this different from standard Salesforce–SAP integration?
Traditional integrations often stop at syncing records. Overcast for Agentforce goes further: it enables autonomous agents to create, update, and complete SAP transactions in real time, so AI can actually resolve cases, not just recommend steps.
How long does it take to implement?
Most customers go live in weeks, not months. The implementation path is standardized and metadata-driven, reducing the need for heavy coding or custom projects.
Do I need to replace my existing SAP middleware?
No. Overcast for Agentforce can run with or without middleware. It is a direct integration approach that simplifies architecture while still coexisting with other tools if needed.
How do I get started?
You can begin with a guided implementation path. Contact Vigience for a demo, watch the solution video, or request a proof-of-concept project to show the solution with your data and workflows.
What business problems does Agentforce with SAP solve?
It removes the gap between Salesforce and SAP, allowing AI agents to not just suggest actions but to execute them directly in SAP. This shortens resolution times, reduces errors, and improves customer satisfaction. Overcast for Agentforce provides access to hundreds of SAP actions in a point-and-click manner.
Can I customize the agent workflows?
Yes. Workflows are metadata-based, so you can adjust processes without heavy coding. You decide how much autonomy the agent has and in which SAP processes it should act.
Is it possible to start small and expand later?
Yes. Many customers begin with a single use case, such as warranty checks or order processing, and expand gradually to full-service automation.
Can I monitor what the agent is doing in SAP?
Yes. Every SAP action taken by Agentforce is logged and traceable within Salesforce, ensuring full transparency and auditability.
Does this integration support AI safety and compliance?
Yes. Agents only act within the rules and permissions defined in your Salesforce and SAP systems. Administrators can set guardrails to ensure compliance.
Can Agentforce handle exceptions or errors in SAP?
Yes. If an exception occurs, the agent can escalate to a human or trigger alternative workflows, ensuring processes don’t get stuck.
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Explore more insights on Agentforce and SAP
SAP-integrated Agentforce by Vigience Overcast
Discover how Vigience Overcast brings SAP data into Salesforce seamlessly. With our managed package in AgentExchange, easily access SAP deliveries, sales orders, stock data, and more with out-of-the-box actions.
Watch the Recording: “Agentforce Meets SAP”
The webinar was hosted by Jim Williams, who leads pre-sales solutions consultants for Salesforce MuleSoft in enterprise manufacturing and Alexander Ilg, VP Product Management at Vigience, who used to work 20+ years in the SAP ecosystem.
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Vigience, Inc.
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