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Agentforce for Service: Build, Route, and Troubleshoot Service Agent
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Agentforce for Service: Build, Route, and Troubleshoot Service Agent

Take agents from draft to production-ready with prompts, flows, and Omni-Channel routing, then earn the superbadges.

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+12,000 points
Intermediate
Administrator
~15 hrs 23 mins

Build and Activate a Service Agent

Badge

Take a tour of the new builder that makes it easier to create and test Agentforce agents.

+100 Points
~10 mins
Badge

Create a service agent to assist with bookings and recommendations.

+1,000 Points
~40 mins
Article

Assign the agent user and permission sets your service agent needs to run.

~5 mins •
Mark as Complete
Article

Commit, activate, and edit agent versions without breaking a live agent.

~10 mins •
Mark as Complete
Article

Add, edit, and remove subagents to shape what your agent can handle.

~10 mins •
Mark as Complete

Improve FAQ Answers with Prompt Templates

Badge

Integrate a flow and a Flex prompt template to generate a custom newsletter.

+200 Points
~30 mins
Article

Pass a customer's question into a flex template with a free text input.

~5 mins •
Mark as Complete
Badge

Create a custom agent to respond to and resolve customer issues.

+1,500 Points
~1 hr 20 mins
Article

Activate template versions and learn why an activated version can't be edited.

~5 mins •
Mark as Complete
Article

Spot where masking doesn't apply so you keep sensitive fields out of prompts.

~5 mins •
Mark as Complete

Build Flow-Backed Agent Actions

Badge

Create agent-ready flows and configure agents to make the most of those flows.

+1,100 Points
~1 hr 10 mins
Article

Add a flow-backed action in Builder and require confirmation before it runs.

~10 mins •
Mark as Complete
Article

Write action and input descriptions the LLM uses to pick and fill actions correctly.

~10 mins •
Mark as Complete

Control Subagent Reasoning and Routing

Article

See how a subagent's name and description steer which subagent handles a request.

~10 mins •
Mark as Complete
Badge

Use variables, conditional instructions, and filters to enforce business rules for agents.

+300 Points
~25 mins
video
Video
How an Agentforce Agent Resolves Instructions to Build a Prompt

See how your reasoning instructions become the prompt the LLM reads.

Vidyard
~5 mins •
Mark as Complete
Article

Explore how Agent Script defines flow actions and user confirmation.

~15 mins •
Mark as Complete
Article

Force a lookup before a destructive action with a required-workflow pattern.

~10 mins •
Mark as Complete
Badge

Enhance a service agent with flows, subagents, actions, and a custom prompt model.

+200 Points
~30 mins

Deploy and Route Conversations to Your Agent

Article

Set up a routing configuration, messaging channel, and web deployment for your agent.

~1 hr •
Mark as Complete
Article

Set the Route Work action target so conversations reach your agent.

~5 mins •
Mark as Complete
Article

Connect an inbound Omni-Channel flow to your Messaging channel.

~10 mins •
Mark as Complete
Article

Diagnose flow errors that send work to the fallback queue.

~10 mins •
Mark as Complete
Article

Build an escalation flow that hands conversations to a human queue.

~10 mins •
Mark as Complete
Article

Publish a web deployment and republish it after changes.

~15 mins •
Mark as Complete
Badge

Learn how to deploy AI agents to your customer channels

+500 Points
~1 hr 10 mins

Test and Troubleshoot Your Agent

Badge

Build trust in your Agentforce agents with the Agentforce Testing Center.

+1,200 Points
~1 hr
video
Video
Test an AI Agent in Agentforce Testing Center

See a no-code batch test run in Testing Center.

Vidyard
~8 mins •
Mark as Complete
Article

Preview your agent in Builder to catch wrong actions before you submit.

~10 mins •
Mark as Complete
Article

Read the reasoning trace to find why a subagent or action wasn't chosen.

~5 mins •
Mark as Complete
Badge

Diagnose and resolve common agent behavior and configuration issues using built-in tools.

+500 Points
~25 mins
Article

Resolve provisioning and activation errors when your agent won't go live.

~10 mins •
Mark as Complete

Earn the Agentforce Service Agents Superbadge

Article

Review the known issues and fixes for the Agentforce Service Agents Superbadge.

~10 mins •
Mark as Complete
Superbadge

Build an Agentforce employee agent that uses flow-powered actions to manage tasks.

~1 hr 45 mins •
Mark as Complete
Superbadge

Customize an Agentforce Service Agent to handle customer inquiries.

~2 hrs 5 mins •
Mark as Complete

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