Earlier, we saw that the AI Agent could retrieve data from different Salesforce objects to answer customer questions, and that the data was structured in a tabular format with fields. Now, how can we store unstructured data in Salesforce so agents can access it based on customer requests? So, for that, we can upload any … 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 … Read more >>>
In Salesforce, the Service Agent is one type of AI Agent available in Agentforce. After creating the service agent in Agentforce, we need to deploy it to a Salesforce experience (community) site so that end users or customers can easily interact with the agent to raise requests or get support. Now, whenever an end user … Read more >>>
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes. 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 appropriate users. After creating the … Read more >>>
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes. For that, Salesforce has provided a new Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the appropriate users. In this … Read more >>>
After creating a service agent in Salesforce Agentforce, when a user asks a query or question to an agent, the agent understands and processes information, takes action to perform tasks, and responds to the user. These actions enable agents to process queries and provide accurate responses. I have created a service agent and deployed it to the community … Read more >>>
While working with agents in Salesforce, there are various types of agents with distinct capabilities. We can only deploy some of them in the Salesforce org so that Salesforce users can use them, while others can be deployed on external sites, such as community sites, for external or end users. In this Salesforce tutorial, we … Read more >>>
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 can 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 … Read more >>>
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, … Read more >>>
When the customer raises a query regarding the issue they are having with the product, and if they ask for a refund, the support agent needs to go through the terms and conditions of the product sold to give the customer a refund. So here, if we have the AI in Salesforce Agentforce, it understands … Read more >>>
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