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Build with Agentforce for Service
Trail

Build with Agentforce for Service

Layer generative AI on your service org with Einstein, Agentforce, and Data Cloud.

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+4,800 points
Intermediate
Administrator
~7 hrs 59 mins

Recommend Articles and Replies with Einstein

video
Video
Einstein Article Recomendations

Learn how 2Einstein surfaces the right knowledge article for each open case.

Vidyard
~5 mins •
Mark as Complete
Article

Build a model that recommends relevant knowledge articles and speeds up case resolution.

~15 mins •
Mark as Complete
Badge

Recommend articles to service agents in real time with Einstein Article Recommendations.

+300 Points
~15 mins
Article

Configure data, train your model, and deploy article recommendations to reps.

~10 mins •
Mark as Complete
video
Video
Einstein Service Replies

Learn how AI-drafted replies help reps.

Vidyard
~2 mins •
Mark as Complete
Article

Generate AI-drafted replies so reps respond faster with consistent messaging.

~15 mins •
Mark as Complete
Badge

Use Einstein Service Replies to enhance service efficiency.

+200 Points
~10 mins

Close Cases Faster with Service Assistant

video
Video
Meet Agentforce Service Assistant

Discover how Service Assistant helps service reps close cases faster and increases their efficiency.

Vidyard
~2 mins •
Mark as Complete
Badge

Discover how Service Assistant helps service reps close cases faster.

+100 Points
~10 mins
Article

Review the necessary data and permission requirements for Service Assistant.

~10 mins •
Mark as Complete
Badge

Use AI to provide reps with case summaries and resolution guidance grounded in your data.

+700 Points
~50 mins
Article

Validate your Service Assistant configuration and simulate agent guidance.

~15 mins •
Mark as Complete

Build and Deploy an Agentforce Service Agent

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Video
Agentforce Service Agent

Learn how Agentforce Service Agents handle customer requests autonomously.

Vidyard
~2 mins •
Mark as Complete
Badge

Learn how Agentforce uses safeguards and responsible AI principles to create ethical AI.

+300 Points
~30 mins
Article

Learn how Agentforce Service agents intelligently support your customers.

~10 mins •
Mark as Complete
Badge

Learn how AI agents help customers via autonomous, natural responses grounded in data.

+300 Points
~20 mins
Badge

Set up an AI-powered Help Agent for your website, help portal, or voice channel.

+200 Points
~20 mins
Badge

Learn best practices for planning an effective, trusted AI agent.

+500 Points
~55 mins

Establish Service Context With Data 360

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Video
Activate Trusted Context Across Your Agentic Enterprise

Discover how Trusted Context grounds agent responses in your enterprise data.

Vidyard
~3 mins •
Mark as Complete
Article

Ingest, harmonize, unify, and analyze streaming and batch data with Data 360.

~30 mins •
Mark as Complete
Badge

Unlock crucial data for your agents and supervisors with Data 360.

+100 Points
~10 mins
Badge

Define roles and review your existing data to prepare your organization for Data 360.

+200 Points
~10 mins
Article

Unify all customer service data for a 360-degree view of your customers.

~30 mins •
Mark as Complete
Badge

Set up your account and connect data sources to support your company’s business needs.

+400 Points
~40 mins
Badge

Combine harmonized data and generative AI to create powerful interactions and automations.

+1,500 Points
~1 hr

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