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+500 puntos
~10 minutos

Learning Objectives

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

  • Build a functional service agent using only natural language.
  • Use Headless 360 to configure or adjust an agent.
  • Use a Builder IDE to create, iterate on, and deploy an agent.
Note

Beta

You’re entering into the great experiment with us. This badge features a beta version of the Trailhead headless builder experience, which means your experience might vary from time to time.

Build an Agent Using Natural Language

In this hands-on unit, you build your first Agentforce agent using natural language—plain words, not clicks. The headless builder on the right is where you work with the coding agent to build an Agentforce agent.

Traditionally, if you wanted to build an app, you had to learn the tools and languages that were required for that app and the environment that it would be used in. Headless 360 allows you to use an AI coding agent to generate the code, queries, and configuration files for you. All it takes is having a conversation with the AI using plain natural language and letting the coding agent do the time-consuming heavy lifting. This back-and-forth conversation can build on the existing system or create a whole new one from scratch.

What You Can Do with Salesforce Headlessly

In this experience, you’ll go back and forth between the instructions here and the experience on the right. As you complete the following steps, be certain to check back here even if the coding agent asks you clarifying questions. Start by just asking the agent what kind of service agents it can build.

  1. In the chat box, where it shows Describe the help agent you want to build, enter: What kind of service agents can you build?

OK, what just happened? Technically, you just entered what is called a prompt. The agent used the prompt to reason out what you wanted to know. Then the agent responded with what it found for you and it might have asked some clarifying questions.

This isn’t a simulation. The agent uses real tools (Claude models), scoped to a focused environment (Salesforce), similar to working within a single Claude Code project.

So, what kind of things can you do?

  • Automate workflows without the UI.
  • Integrate with external systems via APIs.
  • Run agent-driven processes for Agentforce Sales and Agentforce Service.
  • Hold community workshops and enablement sessions.

Continue the Conversation

Based on the initial question you asked above, the coding agent likely asked you about your industry. For this example, assume you’re working in the hospitality industry and are searching for a service agent to allow your customers to ask questions, manage reservations, and submit issues all from your help site.

Ask the agent what kind of service agents are good to build for a hospitality company.

  1. In the chat box, enter: What kind of service agents are good to build for a hospitality company?

The conversation has begun and will differ each time you interact with the agent. The agent provides suggestions and might even ask you additional clarifying questions. This is the power of the agent in helping you determine what’s possible, especially if you aren’t fully sure of what you want. Read through the suggestions and any clarifying questions. For this example, you know what you want.

  1. In the chat box, enter: Good suggestions, so let's go with Reservation Agent, name it Reservation Management and Guest Complaint Agent, name it Guest Complaints. As this service agent will be used on our help site, name it 'Bookings Help Agent', and set the agent API name to 'bookings_help_agent'. Note: In this example, you provide a name and API name for the agent, as that name is referenced later in this badge. If you create another agent and don’t provide a name, the agent creates one for you.

The agent might ask some clarifying questions. Continue to answer the questions and continue the conversation.

  1. If the agent asks what personality it should have, enter: Go with warm and gracious. If it doesn’t, continue on to the next step.

The coding agent builds out the service agent, allowing you to view the agent script should you choose, and asks if you want to deploy it to your environment. If in reviewing the script, it isn’t set up the way you want, you can ask the agent to make changes. For this example, you tell the agent to go ahead and deploy.

  1. In the chat box, enter: Deploy it.
  2. Your agent is now deployed. Click the View in Agents list link to view your new agent.
Note

The View in Agents list link might take a while to become active. In the next unit you will open the agent in your playground. There is always more than one way to work with your agents.

Way to go! The new service agent is deployed to your playground. In the next unit, you’ll activate the agent and try it out.