Getting started with Agentforce is pretty easy if you follow these simple steps. First, make sure you have a demo Salesforce organization that includes Agentforce and check the setup instructions if you haven’t already. Begin by enabling Einstein in Salesforce Setup. Next, enable Agents and activate the Einstein Copilot for Salesforce. After that, create a new topic like “CustomerServiceAssistant” to help with resort-related questions. You’ll want to define how it interacts; for instance, it should not ask for an ID but rather offer relevant records instead. Finally, play around with standard agent actions and test queries in the Copilot window to see how everything works together. Congrats on building your first Agent!
- Prerequisites for Using Agentforce
To get started with Agentforce, there are a few essential prerequisites you need to fulfill. First, ensure that you have access to a demo Salesforce organization that includes the Agentforce feature. This environment will allow you to explore and test the functionalities without any risk. Additionally, it’s important to review the setup instructions for Agentforce beforehand. Familiarizing yourself with these guidelines will streamline the process and help you avoid common pitfalls. For instance, knowing where to find the necessary settings in Salesforce can save you time and effort during setup.
- Step-by-Step Guide to Create Your First Agent
To create your first agent in Agentforce, follow these steps:
Step I: Enable Einstein\
Begin by navigating to the Salesforce Setup. In the search bar, type “Generative AI” and select “Einstein Setup.” Here, you will find the option to turn on Einstein. Make sure to enable it to unlock its capabilities for your agent.
Step II: Enable Agents\
Next, stay in Setup and search for “Agents.” Click on it, and activate “Einstein Copilot for Salesforce.” At the bottom, click on “Einstein Copilot” and then select “Open in Builder” to start working on your agent.
Step III: Create a Topic\
Once in the Agent Builder, you will land in the Topics section. Here, review any existing topics and remove any that are not relevant by clicking the arrow box next to them. To create a new topic, click the “New” button and select “New Topic.” Fill in the required details such as:
Topic Label:** CustomerServiceAssistant
Classification Description:** Engages and interacts with users regarding resort-related inquiries.
Scope:** Assist a Customer Service Representative in supporting guests.
Instruction:** Never ask for an ID; instead, prompt for relevant records.\
After filling in these details, click “Next” and select all Agent Actions before clicking “Finish.” Don’t forget to activate the topic afterward.
Step IV: Explore Standard Agent Actions\
Now, access the Coral Cloud Resorts app via the app launcher. Use the Einstein icon to ask questions like “Show me high priority cases open.” Review the responses provided by Einstein regarding those cases. You can also test queries such as “Can you summarize the first case for me?” to see how well Einstein organizes and presents the information.
Step V: Work with Actions in Agent Builder\
Return to Setup and search for “Agents” again. Click on “Agents” followed by “Einstein Copilot,” and open it in Builder. Here, you can test various queries in the Copilot window to explore how Agentforce processes your input. Observe how it selects topics and actions based on the questions you ask.
- Enable Einstein in Salesforce
To enable Einstein in Salesforce, start by navigating to the Salesforce Setup menu. In the search bar at the top, type “Generative AI” and click on “Einstein Setup.” You will see an option to turn on Einstein; simply toggle it on. This activation is crucial as it allows you to leverage the powerful AI capabilities that Einstein offers, enhancing the functionality of Agentforce. For instance, once enabled, Einstein can assist in understanding and responding to customer inquiries more effectively, making your agents smarter and more responsive.
| Step | Action | Details |
|---|---|---|
| Step I | Navigate to Salesforce Setup | Search for ‘Generative AI’ in the search bar. |
| Step I | Click on ‘Einstein Setup’ | Turn on Einstein. |
| Step II | Enable Agents | Type ‘Agents’ in the search bar. |
| Step II | Click on ‘Agents’ | Activate ‘Einstein Copilot for Salesforce.’ |
| Step II | Open in Builder | Click on ‘Einstein Copilot’ at the bottom. |
- Activate Agent Features
To activate Agent features in Agentforce, start by navigating to Salesforce Setup. In the search bar, type “Agents” and select the Agents setting. Here, you’ll see options associated with Agentforce. Make sure to activate “Einstein Copilot for Salesforce” if you haven’t done so already. This feature allows you to leverage the power of AI and enhances the functionalities of your agents. Once activated, click on “Einstein Copilot” at the bottom and select “Open in Builder”. This will lead you to the Agent Builder where you can further customize your agents. For instance, you can modify the agent’s behaviors and actions based on specific requirements or scenarios. By activating these features, you set the foundation for a more interactive and responsive agent experience.
- Create Your First Topic
To create your first topic in Agentforce, start by entering the Agent Builder, where you will find the Topics section. Here, you can see any default topics that are already listed. If you wish to remove any of these, simply click the arrow box next to the topic. To add a new topic, click on the “New” button and select “New Topic.” In the form that appears, you need to fill out several fields. For instance, set the Topic Label as “CustomerServiceAssistant.” In the Classification Description, write that it will engage users regarding resort-related inquiries. For the Scope, specify that it will assist Customer Service Representatives in supporting guests. Under Instruction, note that it should never ask for an ID but should prompt users for relevant records. Once you’ve filled in all the details, click “Next,” select all Agent Actions, and then finish by clicking “Finish.” After creating the topic, make sure to activate it before returning to the basic setup. This process sets the foundation for how your agent will interact with users.
- Explore Standard Agent Actions
Once you have created your topic, it’s time to explore the standard agent actions available in Agentforce. Start by accessing the Coral Cloud Resorts app from the app launcher. Here, you can use the Einstein icon to enter various queries. For instance, try asking, “Show me high priority cases open.” Einstein will provide you with a detailed response about those cases, showcasing how it can assist you in navigating through complex data.
Next, you can test the agent’s ability to summarize information. For example, input a query like, “Can you summarize the first case for me?” This will allow you to see how Einstein aggregates the data and presents it in a concise format, making it easier to understand the information at a glance.
These standard actions not only help you interact with the agent but also give you insights into its capabilities. By experimenting with different queries, you can discover how the agent responds to various situations, enhancing your overall experience with Agentforce.
Understand default actions available
Learn how to customize actions
Discover how to add new actions
Explore action parameters and their usage
Review action execution order
Check out examples of standard actions
Troubleshoot common action issues
- Work with Actions in Agent Builder
In Agent Builder, working with actions is crucial to enhancing your agent’s functionality. Start by accessing the Agent Builder interface through the Salesforce setup. Once there, explore the various actions available that can be associated with your topics. For example, you might want to add actions that allow your agent to fetch customer data or provide information on resort services.
To add an action, simply select the relevant topic and choose from the list of predefined actions or create a custom action. Custom actions can be tailored to meet specific needs, such as integrating with external systems or executing complex queries.
When testing your actions, use the Copilot window to input queries and observe how Agentforce processes these inputs. It intelligently selects the appropriate actions based on the context of your queries. For instance, if a user asks, “What are the available rooms for next weekend?” Agentforce might trigger an action that checks the room availability in your inventory database. This responsive behavior is what makes Agentforce powerful and user-friendly.
- Congratulations on Building Your First Agent
Congratulations! You have successfully built your first Agent using Agentforce. With just a few simple steps, you have enabled Einstein and created a customized topic tailored to assist a Customer Service Representative. Now that you’ve laid the groundwork, take some time to explore the various functionalities and capabilities that Agentforce offers. You can enhance your agent’s capabilities by adding more topics, refining existing ones, and testing different queries to see how your agent responds. For example, you might want to create a topic for handling booking inquiries or FAQs, allowing your agent to provide even more valuable support. The more you experiment and learn, the better equipped your agent will be to assist users effectively.
Frequently Asked Questions
- What is Agentforce and how can it help me?
Agentforce is a platform designed to help agents manage their tasks more efficiently. It provides tools for organization, communication, and workflow management, making your job easier.
- Do I need any special skills to use Agentforce?
No, you don’t need special skills to use Agentforce. It’s user-friendly and designed for anyone to set up and start using quickly.
- Can I access Agentforce from my mobile device?
Yes, Agentforce is accessible from mobile devices, so you can stay connected and manage your work on the go.
- How do I create my first project in Agentforce?
Creating your first project in Agentforce is simple. Just log in, go to the projects tab, and follow the prompts to set up by entering your project name and details.
- Is there customer support available if I get stuck?
Yes, Agentforce offers customer support. You can reach out for help via chat, email, or phone if you encounter any issues.
TL;DR Get started with Agentforce quickly by ensuring you have access to a demo Salesforce organization. Enable Einstein and Agents in Salesforce Setup. Create your first Agent by developing a topic focused on customer service interactions. Explore standard actions and test your agent’s functionality in the Agent Builder. Congratulations on building your first Agent!