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 could 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 passes complex … Read more >>>
I created an Agentforce Agent for one of our clients who uses Salesforce to manage their business operations. After creating the agent, the next step was to decide what tasks the AI agent should perform automatically. For this, we created Agentforce Actions and connected them with Salesforce Flows and logic. These actions allow the agent … Read more >>>
In Agentforce, we have various types of prompt templates that can be invoked from AI Agent, Apex, Flows, or record pages in Salesforce. For example, I created a Field Generation Prompt Template on the Account object that summarizes a particular account and displays it in a custom field named Account Summary__c. Now this prompt template … Read more >>>
Salesforce provides a default Employee Agent that we can set up and use. In our company, we also create custom Employee Agents and assign them to the right users based on their roles and needs. Unlike the Default Employee Agent, Salesforce does not give an option to assign it to a specific profile, user, or … Read more >>>
As a Salesforce Developer, I received a requirement to create a custom action for an Agentforce Service Agent that we deployed on the community site to help resolve customer queries. For example, when a customer buys any product and wants to track the status of their order, they can ask the query directly to the service agent on the … Read more >>>
While working as a system admin, I faced a situation where our sales team was using Salesforce to manage all customer details and Slack for daily communication. I want our team to receive a Slack message whenever something important happens in Salesforce, such as a new lead being created or a case being updated. By … Read more >>>
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 this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.