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 >>>
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 >>>
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 Salesforce, the Service Agent is one type of AI Agent available in Agentforce. After creating and deploying it to a Salesforce experience (community) site, end users or customers can easily interact with the agent to raise requests or get support. To route the request from the site to the service AI agent, we create an Inbound Omni-Channel … Read more >>>
In Salesforce Agentforce, a default Record Summary Prompt Template is already available, which helps the AI Agent summarize record information, such as account details, case information, or Opportunity data. However, sometimes you may want to add custom functionality, for example, displaying only key details such as Account Priority, Last Interaction Date, and Open Opportunities.To do this, you … Read more >>>
In the Agentforce prompt builder, we have different types of prompt templates that help define how AI agents perform tasks and respond within Salesforce. One of these is the Record Summary Prompt Template, which is used to generate a quick and clear summary of any record in Salesforce, such as an Account, Case, or Opportunity. … Read more >>>
Salesforce has Agentforce agents, which assist users on the Salesforce platform, and we also have a Service agent that helps customers on the community site, among other services. But what if a developer needs help while writing code, creating Apex classes, or building flows within Salesforce? For Salesforce developers, enabling Agentforce Vibe helps them build various solutions. Using Agentforce Vibes, the … Read more >>>
In our company, we use Salesforce to manage our business operations. The sales team uses Salesforce to manage customer cases and Slack for internal communication. When communicating on Slack, if a user wants to retrieve the information from the agent, they must navigate from Slack to the Salesforce org. By creating and deploying a Slack … 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.