Learn About Agentforce Builder

Learning Objectives

In this badge, you’ll:

• Use Agentforce Builder to create a service agent.
  
• Create a custom topic for the service agent.
  
• Build custom actions with flows.
  
• Update an existing deployment flow.
  
• Add a service agent to an Experience Cloud site.
  

Coral Cloud Resorts + Agentforce Builder

Coral Cloud Resorts is known for two things: amazing destination activities and top-notch customer service. Business is booming. Coral Cloud’s customer service agents are busy providing activity recommendations and booking activities for clients. With the busy season upcoming, Coral Cloud Resorts needs to scale its service assistance quickly. If only there was a tool to help. Agentforce Builder to the rescue!

Meet Agentforce Builder

Agentforce Builder highlights natural language, portability, flexibility, and real-time visibility.

• Natural language: Build with plain language. In Agentforce Builder, you can describe what you want an agent to do and AI helps generate topics, instructions, and actions. It can also help you add guardrails and logic when you need more control, so agents stay flexible and predictable.
  
• Portability: Build text-first, without buried settings or scattered text boxes. Write agents in clear, natural language right in the Canvas view, making them easy to copy, paste, and reuse. This portability means you can quickly share agents across teams or environments and build on proven patterns without starting from scratch.
  
• Flexibility: Create and edit agents in different ways. Chat with the integrated assistant, build in natural language on the Canvas view with expandable blocks, or toggle to view the scripting language with syntax highlighting and real-time validation. The scripting language, Agent Script, is the new language for building and powering agents in Agentforce Builder. Script combines the flexibility of natural language with the reliability of programmatic expressions.
  
• Real-time visibility: Preview agent behavior before going live. Send a message in the Preview panel and instantly see how your agent responds, with a detailed interaction summary, AI-generated overview, and clear visibility into key events. Hover over any step to reveal metadata and drill down into the exact moment things went right (or wrong).
  

All of these features can help Coral Cloud Resorts create a service agent and ensure its new agent can accurately and securely assist Coral Cloud Resort clients with on-site activity questions, availability, bookings, and more.

Sign Up for a Developer Edition Org for Agentforce Authentication

To complete this project, you need a special Developer Edition org that has Agentforce enabled. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this badge. Note that this Developer Edition is designed to work with the challenges in this badge, and might not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

1. Sign up for a free Developer Edition org for Agentforce Builder.
   
2. Fill out the form.
   
   • For Email, enter an active email address.
     
   • For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, yourname123@agentforcebuilder82.com).
     
3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
   
5. Complete your registration by setting your password and challenge question.
   
6. You are logged in to your Developer Edition.
   

Now connect your new Developer Edition org to Trailhead.

1. Make sure you’re logged in to your Trailhead account.
   
2. In the Verify Step section at the bottom of this page, click the playground name and then click Connect Org.
   
3. On the login screen, enter the username (the username is listed in the email you just received) and password for the Developer Edition you just set up.
   
4. On the Allow Access? screen, click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You’re redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
   

It’s a good idea to rename this org to remind your future self not to use it to complete any other badges. Although this step is optional, we highly recommend it.

1. In the Verify Step section at the bottom of this page, click the playground name and then click Manage Orgs.
   
2. In the Hands-On Orgs page, click Rename next to your newly connected org.
   
3. For the Name, enter Agentforce Builder Org and click Save.
   
4. Close the Hands-On Orgs page tab or window and return to the badge page.
   
5. Ensure the Agentforce Builder Org is selected (you might need to refresh the page for the name to update), and click X to close the Choose a hands-on org popup window.
   
6. Click Launch to open the new org.
   

Enable Agentforce and Publish the Experience Cloud Site

Step one of building an agent is enabling the required org feature.

1. Click and click Setup. The Setup page opens in a new tab.
   
2. In the Setup Quick Find, search for and select Salesforce Go.
   
3. In the Search features... textbox, enter and select Agentforce Studio.
   

4. Click Get Started.
   
5. Click Turn On.
   
6. Click Confirm.
   

Publish the Experience Cloud Site

The agent is deployed via Coral Cloud’s Experience Cloud site. To prepare for deployment, get the Experience Cloud site ready for the new agent.

1. In the Setup Quick Find, search and select All Sites.
   
2. Click Builder next to the coral-cloud site. If a popup appears, click OK.
   
3. Click Publish in the upper right corner.
   
4. Click Publish in the confirmation window.
   
5. Click Got It.
   
6. Feel free to close the Experience Site browser tab.
   

Now that you created the specialty org, connected it to Trailhead, and turned on Agentforce settings, it’s time to create and customize the service agent.

Resources

• Salesforce Help: Agent Script
• Salesforce Help: Build Enterprise-Ready Agents with the New Agentforce Builder