Shubham 
As a Salesforce admin, I’m responsible for managing user access, permissions, and organization security. In our organization, there is an Employee profile in which employees have different roles, such as junior and senior. In Salesforce, any permission assigned to a profile gets assigned to all users within that profile. I wanted to give the extra … Read more >>>
While working on a project management application, I realized that keeping track of tasks can be challenging. When employees work on multiple tasks, they may not be able to complete some tasks on time. Now, instead of sending an email for each expired task separately, we can add all expired tasks to a single email … 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 can 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 … Read more >>>
In Salesforce, the record trigger flow executes when a record is created, updated, or deleted. Additionally, we need to select when we want to run the flow, whether before or after the DML operation happens. In this article, we will learn about the before-save and after-save in Salesforce Flow. In that, I will explain the … Read more >>>
As of now, we have seen Agent Builder, where we can build a new AI agent, and we also learned about Prompt Builder, where we can build various types of prompt templates. Now, AI agents in Agentforce can be customized to fulfill business needs, such as predicting customer actions or generating correct replies. In short, … Read more >>>
First, let me explain a scenario to quickly understand how Einstein service replies for email in Salesforce Agentforce works. Then I will explain how we can achieve this in Salesforce. So, let’s say you are a support engineer and the customer has a question about the Wi-Fi router not working. Now, to get the proper … Read more >>>
As a customer service agent, you receive a number of cases, emails, and chats every day. Now, to manage all these things, you keep jumping between different screens and tabs. Isn’t it feel unorganized and stressful, right? Want to make your customer service better with Salesforce? Then you should know about Agentforce. It’s an AI … Read more >>>
We can enable and create Agentforce org using our trailhead account or the Lightning experience. Now, we have Einstein Copilot, which helps users on the Salesforce platform. We have a service agent that helps users on the community site, etc. Similarly, Agentforce is an AI assistant for Salesforce platform developers. It acts as a pair … Read more >>>
Whenever you ask an agent a query or question, the prompts are how you communicate with the large language model(LLM). AgentForce responds to queries and requests in a language inspired by human speech and provides relevant responses. Designing an effective prompt is key to unlocking the benefits of generative AI. In this tutorial, we will … Read more >>>
After creating a new agent in Salesforce Agentforce, when a user asks a query or question, the agent understands and processes the information, takes action to perform tasks, and responds to the user. These actions enable agents to process queries and provide accurate responses. There are different ways to create custom actions in Agentforce. In this tutorial, … Read more >>>
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.
Learn how to work with flows in Salesforce with 5 different real time examples.