Shubham 
Earlier, we saw that the AI Agent could retrieve data from different Salesforce objects to answer customer questions, and that the data was structured in a tabular format with fields. Now, how can we store unstructured data in Salesforce so agents can access it based on customer requests? So, for that, we can upload any … Read more >>>
In our Salesforce org, we previously created and deployed agents on Salesforce’s internal platform, Agentforce (Default), which helped users with their daily work and could be accessed from anywhere within the Salesforce org. Next, we also have the Service Agent, which can be deeply embedded on the external site and helps your customers with common questions and passes complex … Read more >>>
I worked in an organization that uses Salesforce CRM. Recently, we launched a new product and ran a campaign to promote it. From this campaign, we got 10000 new leads, which we stored in an Excel file. Now, to follow up on all those leads, the sales team wants to store them in a single Salesforce lead … Read more >>>
I created an Agentforce Agent for one of our clients who uses Salesforce to manage their business operations. After creating the agent, the next step was to decide what tasks the AI agent should perform automatically. For this, we created Agentforce Actions and connected them with Salesforce Flows and logic. These actions allow the agent … Read more >>>
While working as a Salesforce Admin, our client wanted a form that collects customer information during record creation. They asked us to keep the form simple because sales users found long forms difficult to complete. Initially, when I created the form using Screen Flow, all input fields were displayed in a single column, which looked … Read more >>>
Salesforce provides a default Employee Agent that we can set up and use. In our company, we also create custom Employee Agents and assign them to the right users based on their roles and needs. Unlike the Default Employee Agent, Salesforce does not give an option to assign it to a specific profile, user, or … Read more >>>
For one of our clients, I created an AI Agent in Salesforce and added an action to update the case owner. So whenever a user wanted to change the case owner, they had to type a prompt to the agent, who then updated the case owner. Later, the client wanted this to happen automatically. They … Read more >>>
Our company uses Salesforce CRM to manage its business. To manage the customer support, I created an Agentforce Service Agent for order-related support and deployed it on the Salesforce Experience (Community) Site. We have stored all order information in Salesforce objects, so the AI agent can easily read it and provide the correct answer to … Read more >>>
In Salesforce Agentforce, when configuring an Employee Agent, there is no option to select a specific user. This agent automatically acts as the logged-in Salesforce employee and performs actions based on their permissions. But when we create the Agentforce Service Agent, we deploy it on a customer-facing site or Community site, and it interacts with … Read more >>>
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because Salesforce is replacing it with the new Employee Agents. For that, Salesforce has provided a new Agentforce Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.