The service manager at Ridgeline Supply, a Denver distributor, wants retail partners to ask for the status of their cases in chat at any hour. Nobody on her team should have to answer “where is my case?” again, and no record should change unless a partner asks for it.
We set this up in our Winter ’27 Developer Edition org with the existing Customer Service Agent in Agentforce Studio and Agentforce Builder, then tested it in preview. One Live Test closed a real case, which is the most useful lesson below. You will be able to set up, test and deploy Agentforce for Service without that surprise.
This Tutorial Covers: