Get Started with Agentforce Builder
Learning Objectives
After completing this unit, you’ll be able to:
- Enable and locate Agentforce in Setup.
- Describe the options available on the Agents screen.
Trailcast
If you'd like to listen to an audio recording of this module, please use the player below. When you’re finished listening to this recording, remember to come back to each unit, check out the resources, and complete the associated assessments.
Prerequisite Badges
Before you start this module, we recommend you complete the following modules. The work you do here builds on the concepts explained in that content.
Your Business Needs Custom Agents
Building a digital labor force is top of mind for many organizations that want to more effectively help their customers and make it easier for their employees to focus on what’s important. Agentforce Builder is the low-code tool where you build your Agentforce and choose options that define each agent’s role, unique skills, access, and settings that qualify them for the jobs you want them to do.
An agent is the result of a series of customization decisions you make as you build it. Once built, you use additional features of Agentforce Builder to further customize and refine your agent by writing natural language instructions, choosing your own business logic like flows, Apex, or prompt templates, and the data your agent needs to do its job. In this module, we show you how a unique agent is built using Agentforce Builder and some of the many ways it can be customized to perform its job.
Digital Labor for a Digital Agency
Opal Media Productions is an agency that creates large-scale multimedia installations for all types of events and spaces, including arenas, shopping centers, city art fairs, and corporate events. The event planners at Opal Media are always busy, and they each specialize in different types of media installations. These factors make the initial stages of engaging with prospective clients challenging because they often need to reassign a client to a planner who specializes in a particular type of installation.
Ryan Mendez is the Salesforce admin at Opal Media, and he’s learning about building an Agentforce to help its event planners handle some of the administrative tasks that distract from their creativity and time spent with their current clients. To start, he wants to create a way to channel new event inquiries through Opal Media’s website to gather information from prospective clients. This way, the whole team can determine who has the skills and capacity to follow up. Ryan thinks this is the perfect way to learn how to build an agent using Agentforce Builder.
Enable Agentforce
Ryan has been reading a lot about Agentforce over the past few months, and is eager to see what it can do. Because he’s the Salesforce Admin, he’s able to assign himself the permissions to use it. Next, he needs to enable it in Opal Media’s Salesforce org. Here’s how he does it.
- Click Setup
and select Setup.
- In the Quick Find box, search for and select Einstein Setup.
- On the Einstein Setup page, toggle the Turn on Einstein button to the On position. (Depending on your org, Turn on Einstein may already be toggled on.)
- Refresh the browser window.
- In the Quick Find box, search for and select Agentforce Agents.
- On the Agentforce Studio | Agentforce Agents page, toggle the Agentforce button to the On position.
- Refresh the browser window again to activate additional Agentforce features.
Agentforce Studio
Agentforce Studio is an app in Setup where you can create and manage agents, access the Agentforce Asset Library of agent topics and actions, and test your agents in the Testing Center. With Agentforce enabled, simply type Agentforce in the Quick Find box to access Agentforce Studio.
Ryan clicks the Agentforce Agents link to open the Agentforce Agents screen. Here you can:
- Access agents you built and the Agentforce (Default) agent. The Agentforce (Default) agent can be customized for your employees to use right in the flow of their work. You can learn more about customizing this agent in the Agents and Agentforce Basics Trailhead module (1).
- Find resources where you can learn more about Agentforce Agents through other Trailhead modules, blogs, and Salesforce Help documentation (2).
- Create and customize a new agent using Agentforce Builder (3).
With Agentforce enabled, Ryan can start building an agent to gather details on potential multimedia projects for Opal Media’s event planning staff. In the next unit, you follow along with Ryan as he builds an agent using Agentforce Builder’s guided setup.