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#Agentforce314 utenti parlano di questo argomento

Agentforce is an umbrella term of the set of tools to create and customize agents as well as the collection of agents Salesforce provides across the Customer 360. Agents can either be autonomous or assistive.
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Sara Halvorson (PMM presso Salesforce) ha postato in #Trailhead
21 lug, 15:18

🚀 Agentic AI is evolving — and so are the Agentblazer Status trails. 

 

We've refreshed Champion, Innovator, and Legend with new content to make sure your skills are in step with AI innovation. 

 

Here’s what's new: 

 

⭐️ Champion — 

⭐️⭐️ Innovator —

⭐️⭐️⭐️ Legend —

And now every Agentblazer unit has AI-generated audio so learning AI is accessible from anywhere.

 

Skill up: trailhead.com/agentblazer

 

#Trailhead  #Agentforce  #Salesforce Developer  #Salesforce Admin  #TrailblazerCommunity  #Salesforce  #New Releases

 

🚀 Agentic AI is evolving — and so are the Agentblazer Status trails. We've refreshed Champion, Innovator, and Legend with new content to make sure your skills are in step with AI innovation.

 

 

5 commenti
  1. Rohit Kumar (Dell Technologies)
    Oggi, alle 08:44

    Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. 

    Below the generated JSON.  

    Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. Below the generated JSON.

     

     

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Kavya Mogeraya ha fatto una domanda in #Trailhead Challenges
27 lug, 05:36
Agentforce Grid module : In summary (prompt template) The LLM response is incorrect

Agentforce Grid module : In summary (prompt template) The LLM response is incorrect

 

 

 

image.png

 

 

 

I tried several times by changing model , by previewing the template but sill getting the LLM error, even I tried manually run , instead of run for every row, even I tried Account and account id but no luck. Can someone please help me to resolve this issue as this the only one left in innovator section. 

 

#Trailhead Challenges  #Trailhead  #Agentforce

2 risposte
  1. Rohit Kumar (Dell Technologies)
    Oggi, alle 08:44

    Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. 

    Below the generated JSON. 

     

    Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. Below the generated JSON.

     

     

Scrivi una risposta...
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GOKUL S (Salesforce Developer presso Cloudality)
24 set, 18:30
Need an Solution please help !

 

Need an Solution please help !

 

 

I am currently working on the Agenblazer Innovator status 2026

 

 

 

While working on the

Agentforce Grid -> Explore Data with Agentforce Grid

 

module i am facing this error eventhough the every configurations are right. Is any agentforce expertice people it would be great to help me!  

  

  

[LXM001] A temporary system error occurred. Please provide this request ID to customer support. RunId: 01a0d49a-4f08-77ec-ad16-74a1a4242732  

  

Thanks in Advance!  

 

 

#Agentforce  #Trailhead  #Trailhead Challenges  #Salesforce Developer

2 risposte
  1. Rohit Kumar (Dell Technologies)
    Oggi, alle 08:42

    Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. 

    Below the generated JSON. Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. Below the generated JSON.

     

     

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Ranjitha Sreedhar (Salesforce Senior Developer presso 8Squad Pty Ltd) ha fatto una domanda in #Trailhead Challenges
30 lug, 03:35
Stuck at Explore Data with Agentforce Grid badge

Hey All , I have been stuuck at clearing this badge where we create JSON summary from the Account summary prompt builder in  Agentforce Grid - I Created a new playground as mentioned in the instructions.  

 

I used 

{{ ref('Account','Id') }}

but not able to generate the JSON code - its been a while ( around 30 minutes ) , tried refreshing multiple times . Anyone tried this recently ?

 

Stuck at Explore Data with Agentforce Grid badge

 

#Trailhead Challenges  #Trailhead  #Agentforce

6 risposte
  1. Rohit Kumar (Dell Technologies)
    Oggi, alle 08:41

    Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. 

    Below the generated JSON.  Use {{ ref('Account','Id') }} instead of the Trailhead-recommended approach, which was causing an issue. I used this alternative, and it successfully resolved the error. Below the generated JSON.

     

     

     

     

Scrivi una risposta...
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Dennis Yeboah (Junior Salesforce Administrator presso Child Bereavement UK)
15 ott, 10:04
Salesforce Help "?" Agent - Access query

Hi everyone,

Has anyone looked into restricting access to the new Help Agent within Salesforce? The "?" icon in the top right utility menu which now brings a chat with Agentforce.  

 

I can see it’s available in our org, but I can’t find a way to control access by Profile or Permission Set. Ideally, I'd like it to be available only to System Administrators. I've looked into the documentation but nothing about access is discussed. 

 

Has anyone managed to limit who can see or use it, or is it currently available to all users by default?

Thanks! 

 

Salesforce Help

 

 

 

#Agentforce  #Systems Administrator

2 risposte
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Pavan Kumar Gandi (Program Manager presso SF)
Ieri, 10:25
Will Agentforce change the way Salesforce project teams work?

Hi Trailblazers, 

 

In traditional Salesforce projects, we have Admins, Developers, Testers, Business Analysts, and Architects working together. 

 

With Agentforce handling more business activities, do you think project teams will become smaller, or will new AI-related roles be added? 

 

Which Salesforce roles do you think will benefit the most from Agentforce in the next 3–5 years? 

 

Interested in hearing different perspectives from experienced professionals. 

 

#Agentforce

1 risposta
  1. Venkat Yadav (SFDCINDIA)
    Ieri, 10:33

    Hi @Pavan Kumar Gandi Good question!

    I believe Agentforce will definitely change how Salesforce project teams work, but it won't completely replace existing roles.

    Some repetitive tasks may reduce, while new AI-related responsibilities and opportunities will increase. 

     

    Here is how I see the roles evolving:

    1. Admins – Manage AI agents, Flow automation, permissions, and security.
    2. Developers – Build custom actions, Apex, APIs, and integrations.
    3. Testers – Test agent responses, accuracy, security, and unexpected behavior.
    4. Business Analysts – Identify business processes where AI can add value.
    5. Architects – Design secure and scalable AI solutions.

    We may also see new roles like Agentforce Specialists, AI Architects, and AI Testing Engineers. 

     

    My View:

    Over the next 3–5 years, some project teams may become smaller for routine work, but complex AI projects will still need skilled professionals.

    I believe Admins, Developers, Testers, and Architects who learn Agentforce and Data 360 will have better opportunities. 

     

    Useful Salesforce References:

    1. Agentblazer Learning Journey: 

      https://trailhead.salesforce.com/agentblazer
    2. Agentforce Trailblazer Community: 

      https://trailhead.salesforce.com/trailblazer-community/topics/agentforce

    Related Trailblazer Discussions:

    1. Learning AI and Implementation: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000ao2UO0AY
    2. Upskilling from Testing to Agentic AI: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mjgHW0AY

    Don't focus only on whether AI will reduce jobs. Focus on how we can use AI to improve our existing skills and deliver better Salesforce solutions.

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Pavan Kumar Gandi (Program Manager presso SF)
Ieri, 10:25
How does Data 360 make Agentforce more powerful?

Hi Trailblazers, 

 

Agentforce can perform tasks using Salesforce data, but many companies store important customer information across different systems. 

 

How does Data 360 help Agentforce understand customers better and provide more accurate responses? 

 

In real projects, when do we actually need Data 360, and when is Salesforce CRM data enough? 

 

Would love to hear some practical implementation examples. 

 

#Agentforce

 

 

1 risposta
  1. Venkat Yadav (SFDCINDIA)
    Ieri, 10:36

    Hi @Pavan Kumar Gandi Good question! I believe Data 360 plays an important role in making Agentforce more useful, especially when customer data is stored across multiple systems.

    How Data 360 helps Agentforce:

    1. Unified Customer View – Combines customer information from different systems.
    2. Identity Resolution – Helps identify the same customer across multiple data sources.
    3. Better Responses – Provides relevant customer context to help Agentforce answer more accurately.
    4. Unstructured Data – Makes information from documents and knowledge articles searchable through RAG.
    5. Personalization – Helps agents provide responses based on customer history and activities.

    When is CRM data enough?

    If an agent only needs Accounts, Contacts, Opportunities, or Cases already available in Salesforce, CRM data with the right agent actions may be enough.

    When do we need Data 360?

    When customer information is spread across Salesforce, external databases, websites, and other systems, or when we need unified profiles and advanced knowledge retrieval.

    Real-Time Example:

    A customer asks, "Where is my order, and can I return it?"

    • Salesforce CRM provides customer and case details.
    • An external order system provides order and delivery status.
    • Data 360 can bring relevant information together.
    • Agentforce uses that information and configured actions to answer the customer or initiate a return.

    My View:

    Data 360 is not mandatory for every Agentforce use case. Start with CRM data if it meets the requirement. Use Data 360 when there is a clear need for unified data, identity resolution, or advanced retrieval.

    Also, remember that Data 360 alone doesn't guarantee accurate responses. Data quality, permissions, and proper agent configuration are equally important.

    Useful References:

    1. Salesforce Data 360 Learning: 

      https://trailhead.salesforce.com/en/search?keywords=data%20cloud
    2. Agentblazer Learning Journey: 

      https://trailhead.salesforce.com/agentblazer
    3. Data 360 Overview – SFDCINDIA: 

      https://sfdcindia.com/blog/salesforce-data-360

    Similar Trailblazer Discussions:

    1. CRM Grounding vs. Data Cloud for Agentforce: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mn6140AA
    2. Data Cloud with Agentforce for Complex Cross-Object Queries: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000Tm4vA0AR
    3. Data Cloud and AI Agent Dependency: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000Tiycu0AB
    4. Account Records and Attached Files for Agentforce: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KCual0AD

    Agentforce performs the work, and Data 360 helps provide the right customer context to make better decisions.

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Pavan Kumar Gandi (Program Manager presso SF)
Ieri, 10:22
How can Salesforce testers use Agentforce to improve testing?

Hi Trailblazers, 

 

With AI becoming part of Salesforce projects, testing is also changing. 

 

How can QA teams use Agentforce to support test case creation, test data preparation, defect analysis, and regression testing? 

 

Are teams already using custom agents for testing activities, or are they still relying mainly on traditional automation tools? 

 

Interested in learning what is working in real projects. 

 

#Agentforce

1 risposta
  1. Venkat Yadav (SFDCINDIA)
    Ieri, 10:42

    Hi @Pavan Kumar Gandi Good question! I believe Agentforce can help Salesforce QA teams reduce repetitive work, but it cannot completely replace traditional testing tools or human testers.

    How QA teams can use Agentforce:

    1. Test Case Creation – Generate test scenarios from business requirements.
    2. Test Data Preparation – Create sample records using Flow or Apex actions.
    3. Defect Analysis – Analyze error messages, logs, and possible root causes.
    4. Regression Testing – Help identify and organize test cases after changes.
    5. Agentforce Testing Center – Validate agent responses, subagent selection, and actions.

    Real-Time Example:

    A QA team can build a custom agent to generate test cases for an Opportunity approval process, prepare sample data, and summarize test failures.

    My View:

    Agentforce can support QA activities, but Selenium, Playwright, Apex tests, and manual testing are still important for complete test coverage.

    Useful Salesforce References:

    1. Agentforce Testing Center: 

      https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing
    2. Testing Criteria: 

      https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing/set-up-testing-criteria
    3. Agentforce Testing Methods: 

      https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing/trust-your-agents

    Similar Trailblazer Discussions:

    1. How Do You Test Agentforce Before Production? 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jAUii0AG
    2. Agentforce & AI-Powered Testing: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000Tj0RX0AZ
    3. Agentforce for Regression Testing: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mmbsT0AQ

    Use Agentforce to assist testers with repetitive activities, but continue using traditional automation tools and human validation for critical business scenarios.

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Pavan Kumar Gandi (Program Manager presso SF)
Ieri, 10:21
How can Salesforce Admins use Agentforce in their daily work?

Hi Trailblazers, 

 

We often discuss Agentforce from a developer's perspective, but I believe Admins also have many opportunities. 

 

How are Salesforce Admins using Agentforce for record management, business processes, user support, or automation? 

 

Can an Admin with strong Flow and configuration skills build useful Agentforce solutions without much Apex knowledge? 

 

Would love to hear practical use cases. 

 

 

#Agentforce #Salesforce Admin

1 risposta
  1. Venkat Yadav (SFDCINDIA)
    Ieri, 10:44

    Hi @Pavan Kumar Gandi I believe Salesforce Admins can get a lot of value from Agentforce, especially when they already have strong Flow and configuration skills.

    How Admins can use Agentforce:

    1. Record Management – Create, update, and retrieve records using Flow actions.
    2. Business Automation – Automate approvals, follow-ups, and repetitive tasks.
    3. User Support – Help employees find information and answer common questions.
    4. Case Management – Summarize cases and assist support teams.
    5. Setup Assistance – Use Setup with Agentforce for supported admin tasks and troubleshooting.
    6. Custom Agents – Build agents using Flow, Prompt Builder, and standard actions.

    Real-Time Example:

    An employee asks Agentforce to create a support request. The agent collects the required details, calls a Flow to create a Case, and shares the Case number.

    My View:

    Yes, Admins can build useful Agentforce solutions without much Apex knowledge. Apex becomes important when requirements involve complex logic or custom integrations.

    Useful Salesforce References:

    1. Agentforce Customization with Flows: 

      https://trailhead.salesforce.com/content/learn/modules/agent-customization-with-flows
    2. Create Agent Actions Using Flow: 

      https://trailhead.salesforce.com/content/learn/modules/agent-customization-with-flows/add-a-flow-as-an-agent-action
    3. Agentforce Customization Overview: 

      https://trailhead.salesforce.com/content/learn/modules/agent-customization-quick-look

    Similar Trailblazer Discussions:

    1. How Are You Using AI to Improve Salesforce Workflows? 

      https://trailhead.salesforce.com/de/trailblazer-community/feed/0D5KX00000jARpK0AW
    2. Can Setup with Agentforce Be Used for Admin Tasks? 

      https://trailhead.salesforce.com/it/trailblazer-community/feed/0D5KX00000pNL8j0AG

    Admins should strengthen their Flow skills and start learning Agentforce. No need to become an Apex expert before getting started.

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Pavan Kumar Gandi (Program Manager presso SF)
Ieri, 10:20
Will Salesforce testers still be required as AI testing tools become more powerful?

Hi Trailblazers, 

 

AI tools are now helping teams generate test cases, automate testing, and identify issues faster. 

 

Do you think manual and automation testing roles will remain important in Salesforce projects? 

 

What additional skills should Salesforce testers learn to work with Agentforce and AI-driven applications? 

 

Looking forward to hearing your experiences. 

 

#Agentforce

1 risposta
  1. Venkat Yadav (SFDCINDIA)
    Ieri, 10:45

    Hi @Pavan Kumar Gandi I believe Salesforce testers will still be important in the AI era. AI can reduce repetitive testing, but human testers are needed to validate business scenarios, accuracy, and security.

    Skills Salesforce testers should focus on:

    1. Automation Testing – Selenium, Playwright, and API testing.
    2. Agentforce Testing – Validate agent responses, subagents, and actions.
    3. AI Testing – Check response accuracy and unexpected behavior.
    4. Salesforce Testing – Flows, Apex, LWC, and integrations.
    5. Security Testing – Validate permissions and data access.
    6. Problem-Solving – Understand business requirements and identify issues.

    Real-Time Example:

    A customer asks Agentforce to update an order. Testers should verify whether the correct action runs, the record is updated, and unauthorized users are restricted.

    My View:

    Manual and automation testing will continue to be important. Testers who learn Agentforce and AI testing will have better opportunities.

    Useful Salesforce References:

    1. Agentforce Testing Center: 

      https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing
    2. AI-Generated Test Cases: 

      https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing/use-ai-to-generate-tests
    3. Agentforce Testing Criteria: 

      https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing/set-up-testing-criteria

    Similar Trailblazer Discussion:

    1. How Do You Test Agentforce Properly? 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jAUii0AG

    Don't depend only on manual testing or automation tools. Start learning Agentforce Testing Center and AI testing concepts to stay relevant.

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