Introduction to Model Builder in Salesforce Agentforce

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, to train the AI agents using our own data, the third builder we have is a model builder, which allows us to customize AI models, such as predictive and generative models.

In this tutorial, we will learn about the introduction to model builder in Salesforce Agentforce. In that, I will explain how to configure the standard model, how to create the custom model, and different advanced settings in Einstein Studio in Salesforce.

Model Builder in Salesforce Agentforce

A model builder in Agentforce is a feature of Einstein Studio that allows you to connect your data with your preferred large language model (LLM) and allows us to customize AI models, such as predictive and generative models.

The model builder allows Salesforce professionals to create custom AI models customized to specific business needs without requiring extensive data science expertise or integration. It is a no-code tool for connecting external models or creating a model from scratch.

In the Prompt Builder, we generated content using various LLM models. However, with the advent of Gen II, an organization can configure its own models through the model builder if they do not want to use Salesforce-provided LM models.

Many of the organizations started building their own LM models, which are hosted on various platforms such as Azure or Open AI. A few of the organizations have also built their in-house models, which are trained on their business-specific data, and these customers would want to use their own models as well.

So, in Model Builder, with minimal configurations, the customer can bring or connect to the models hosted outside of Salesforce and use them in Prompt Builder, etc. The Model Builder platform provides a user-friendly interface and guided workflow to facilitate the model-building process.

Model Bilder in Salesforce Agentforce

Now, let’s understand when it is appropriate to use the model builder and how we can connect out-of-the-box models, custom models, or our own models through the builder to configure them.

Now, let’s navigate to our Salesforce org to see the model builder. The model builder can be accessed through the Einstein Studio, which is part of Data Cloud. So, you can search for the Einstein Studio or Data Cloud app in the App Launcher.

In the data cloud app, we also have Einstein Studio. Here, you will see the generative models and the model library. These are the generative models we have already seen in our prompt builder. So, in the Prompt Builder, when we were selecting the models, we had some of Salesforce’s models, which were the same models.

These are the LLM models, which are Salesforce-shared models. For example, OpenAI models are Salesforce-shared models, and Salesforce-hosted models are also available.

Data Cloud in Salesforce

Navigate to the prompt builder and open any prompt template. As part of our prompt builder, we created the prompt template and selected a model against which it would be executed.

If you click on the Model Type drop-down, you will se