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 >>>
Whenever you ask an agent a 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, providing relevant responses. When we provide a clear and effective prompt, the generative AI gives better results. In this tutorial, we will learn … Read more >>>
While working as system administrator in an organization that uses Salesforce for customer management, I was tasked with printing basic contract details. But there is one twist: each detail must be a new line. So, I have found that Salesforce provides a function named “BR” that inserts a new line. In this tutorial, we will … 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 >>>
We utilise Salesforce CRM to track our marketing campaigns. Each campaign stores a cosine similarity score between customer interests and product categories in a custom number field called Similarity_Score__c. This score is always between -1 and 1. As a Salesforce Admin, I needed to calculate the angle value of this score for advanced analytics. To … Read more >>>
While working at a company that uses Salesforce for customer relationship management, I needed to check whether a text field contained a specific substring. As a solution, I found that Salesforce provides a function called CONTAINS that checks whether a specific text value exists within another text field. In this tutorial, we will learn how … Read more >>>
While working as a Salesforce developer at Texas Customer Management Company. I was tasked with retrieving the user’s session ID using the Salesforce tool. And as a solution to this, I found that Salesforce provides us with the function named “GETSESSIONID”. In this tutorial, we will learn how to use the GETSESSIONID() Function in Salesforce. … Read more >>>
I was working as a Salesforce Admin for a software company. The sales manager asked me to find out how many opportunities are converting from one stage to another each month and which sales reps were performing best. To solve this, I created an opportunity-stage conversion report that clearly showed conversion rates at each stage and … 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 >>>
Salesforce is the No. 1 CRM in the world, and every business wants to use it to manage customers and grow faster. But because of the high pricing, only medium and large-sized businesses could afford Salesforce. Small businesses wanted the same powerful tools, but the cost and setup were too difficult for them to afford. … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.