Discover Agentforce Grid

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the benefits of using Agentforce Grid.
  
• Discover the steps necessary to use Agentforce Grid.
  
• Prepare your hands-on environment with Agentforce Grid.
  

Agentforce Grid

While it’s great that there are so many different AI tools that do different things, managing multiple AI tools across multiple platforms often slows you down. You might find yourself wasting time on repetitive steps, struggling to access the right data, or abandoning a workflow when it didn’t produce the results you wanted. Wouldn’t it be amazing if there was a way to stitch everything together? Agentforce Grid solves these productivity bottlenecks by providing a single, intuitive interface to orchestrate your AI tools and data.

You might say it’s like a digital frontier, waiting for new discoveries with your data. Agentforce Grid gives you a workspace where you can find patterns in data like you might do in a spreadsheet alongside AI-generated content from your org. With Agentforce Grid, you can:

• Analyze opportunities and accounts in a single view.
  
• Update record fields automatically based on AI-generated values.
  
• Build end-to-end automations without complex custom tools.
  
• Visualize your data in whole new ways.
  

Welcome to the next frontier of your data. Get ready to learn about what Agentforce Grid can do and how you can get in.

What You Build in Agentforce Grid

Agentforce Grid lets teams build AI workflows where every column compounds the work of the last—so data doesn’t just get processed, it actually moves forward into outcomes.

Agentforce Grid allows you to pull in any data from your Salesforce CRM or Data 360.

As you pull in hundreds of rows of data, you can now run AI prompts or actions at scale, simultaneously.

• You can build AI workflows that compound with each new step: Create AI workflows where each column builds on the last—from raw data to insight to action.
  
• Chain your prompts, agents, and actions together for quick insights: Link enrichment, analysis, and automation into end-to-end workflows—all inside Salesforce.
  
• Start by prototyping fast, reiterating as you go, and then scale up: Design workflows on a single row, validate, and then scale across thousands of records on-demand.
  
• Quickly prototype AI workflows: Build and test in a spreadsheet-like grid combining Salesforce data, prompts, actions, and agents.
  
• Run AI in batch: Execute multi-turn tests, mine transcripts, and scale workflows across hundreds of rows.
  

Say Goodbye to the Spreadsheet Shuffle

Have you ever felt stuck in a repetitive loop when working with bulk data and AI? You know the drill: export thousands of records to a CSV, run AI prompts in a separate browser tab, and painstakingly copy and paste the results back into Salesforce. It’s a cumbersome process that slows you down and takes your data outside of your CRM.

With Agentforce Grid, that “copy-paste tax” is a thing of the past. Because everything happens natively inside Salesforce, you completely eliminate the need to export data or hop between different tools. For admins, this is a huge win! Instead of managing endless requests for bulk data extracts and manual updates, you can safely empower your end users to handle these tasks themselves right inside Agentforce Grid. They get the intuitive, spreadsheet-like interface they love, and you get to focus on strategy instead of data entry.

Security Is Baked Right In

You might be wondering: Is it safe to let users perform bulk AI updates? The great news is that because Agentforce Grid lives entirely within Salesforce, your existing data governance is fully respected.

Agentforce Grid strictly enforces object-level security (OLS) and field-level security (FLS) for the running user. If a user doesn’t have permission to view or edit a specific object or field in your org, they won’t be able to access or update it in Agentforce Grid, either. You get all the power of bulk AI automation, with the peace of mind that your data stays secure, compliant, and exactly where it belongs.

Who Builds in Agentforce Grid

Agentforce Grid is a new type of spreadsheet that brings together data, AI, agents, prompt templates, formulas, evaluations, and even invocable actions. But what is it good for? All kinds of roles want to explore Agentforce Grid and its generated information. What if anyone could create AI workflows, in batch, fast? Here are a few ways to use Grid.

• Support lead: Turn thousands of transcripts into actionable FAQ articles.
  
• RevOps manager: Bulk-update stale opportunities without nagging account executives (AEs).
  
• Demand gen manager: Draft 1:1 outreach based on member goals.
  
• Marketing ops manager: Score and route high-value leads without manual CSVs.
  
• SDR manager: Extract 10K insights into ready-made meeting briefs.
  
• Channel manager: Move from 12-week manual cycles to biweekly nudges.
  
• Product ops lead: Convert chat failure logs into Jira-ready roadmaps.
  
• Salesforce admin: Test new AI models against real data before launch.
  

Sign Up for a Developer Edition Org with Agentforce

To complete this module, you need a special Developer Edition org that contains Agentforce Grid and our sample data. Sign up for this free, customized Developer Edition org with Agentforce Grid by clicking the link and connect it to Trailhead now so you can complete the challenges in this module. Note that this org is designed to work with the challenges in this badge, and may 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 with Agentforce.
   
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, yourname@example.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. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
   
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 Challenge section at the bottom of this page, click the org name and then click Connect Org.
   
3. On the login screen, enter the username 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 are 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 Grid Org and click Save.
   
4. Close the Hands-On Orgs page tab or window and return to the badge page.
   
5. Ensure the Agentforce Grid 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.
   

Get the Org Ready for Agentforce Grid

Before you can start customizing the agents, enable all the required org features.

1. Click Setup and select Setup.
   
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.
   

Check the Permissions

Agentforce is now turned on. To access the Grid, you must have the Manage Agentforce Grids system permission. This org already has the permission assigned to you.

Excellent! Permissions are set. You’re now ready to get started with Agentforce Grid to automate end-to-end processes with your data and AI. Click Check Challenge to Earn 500 Points in the Challenge section to go to the next step in the badge. Then, enter the Grid in the next unit to build your first Account Summary and check out AI orchestration in action.

Resources

• Vidyard: Agentforce Grid Preview
• Salesforce Admins: How Salesforce Admins Can Streamline AI Workflows With Agentforce Grid