Skip to main content
Join the Agentforce Virtual Hackathon to build innovative solutions and compete for a $50k Grand Prize. Sign up now. Terms apply.

예상 시간

이 뱃지에는 새로운 사용자 정의 Agentforce Playground가 필요합니다

이 뱃지와 Agentforce Playground가 필요한 다른 뱃지를 완료하는 데 제한된 시간이 주어집니다. 주어진 시간이 끝나면 이 Playground에 액세스할 수 없으며 처음부터 다시 시작해야 할 수도 있습니다.

Set Up Agentforce SDR

Learning Objectives

In this project, you’ll:

  • Enable Agentforce Sales Development Representative (SDR).
  • Create a user for your agent.
  • Grant users access to your agent.

Nurture Leads Like Never Before

Built on the Salesforce trusted AI platform, Agentforce SDR helps scale your sales team by nurturing leads and build pipeline around the clock.‌ The SDR agent can be the first point of contact for inbound leads. The agent can conduct personalized lead outreach, respond to customer questions, and even book meetings on your seller’s behalf

While Agentforce is working, your sales team can focus on targeted accounts and building deeper customer connections, helping them close more deals, faster.

Enable Supporting Features and Activate Agentforce for Sales Development

In order to successfully get the agent up and running, there are some other services that must be enabled. As you work through these steps, you’ll open the Agentforce SDR Setup page. Keep this page open for the duration of the steps shown. At times, you’ll open new tabs, but you’ll always go back to the Agentforce SDR Setup page.

  1. From the home page, click“Setup”and click Setup.
  2. In the Quick Find box type SDR and click Agentforce SDR.

With Agentforce SDR Setup, it’s easy to turn on all of the required supporting features at once versus having to individually turn each feature on. If any of the features in the list were already enabled, you’ll see a check next to them.

  1. Click Enable All to turn on all supporting features. This can take a few moments to complete, but once all of the check marks appear, you can move on to the next step.

The Agentforce SDR setup screen showing the required supporting features along with an Enable All button.

There's one final supporting feature that must be enabled before you can activate the agent, and that is Data Cloud.

  1. If Data Cloud is already enabled, it’ll have a checkmark next to it, please skip to step 7. If not, click Go to Data Cloud Setup.

The Agentforce SDR Setup page showing all of the enabled supporting features and the Go to Data Cloud Setup button highlighted.

  1. Since Data Cloud is already enabled, on this page you should see a section called Your Home Org Details with Home Org ID, Home Org Instance, and a few other columns. Confirm that you see that section, and then close the Data Cloud Setup page.

The Data Cloud Setup page with the Get Started button highlighted.

  1. Go to your Agentforce SDR Setup page and refresh the browser.
  2. In the section titled Step 1: Enable Agentforce SDR, click the toggle to the Active position to activate Agentforce SDR.
  3. A popup window appears stating you're about to enable and use Agentforce SDR, click Got it. A confirmation box will appear and your agent is now active.

The Agentforce SDR Setup page, showing all supporting features enabled and the active toggle switch is highlighted.

Great work! In this step, you learned what Agentforce Sales Development agents can do for your company and you enabled your playground for Agentforce Sales Development. Now it’s time to create a user and grant that user the correct permissions to build an agent.

단계 확인

+100 포인트

여러분의 Agentforce Playground에서 이 유닛을 완료하게 됩니다.

이 뱃지에는 새로운 사용자 정의 Agentforce Playground가 필요합니다

이 뱃지와 Agentforce Playground가 필요한 다른 뱃지를 완료하는 데 제한된 시간이 주어집니다. 주어진 시간이 끝나면 이 Playground에 액세스할 수 없으며 처음부터 다시 시작해야 할 수도 있습니다.

Salesforce 도움말에서 Trailhead 피드백을 공유하세요.

Trailhead에 관한 여러분의 의견에 귀 기울이겠습니다. 이제 Salesforce 도움말 사이트에서 언제든지 새로운 피드백 양식을 작성할 수 있습니다.

자세히 알아보기 의견 공유하기