Agentblazer Community Group

Hi everyone,

I'm trying to better understand how Agentforce Coworker is supposed to work in organizations that have significant business-specific configurations.

For example, we're using the Nonprofit Cloud (AFNP) data model and some of our fundraising metrics are calculated differently than a standard implementation. When discussing donations, we often need to consider both Gift Transactions and Gift Commitments, not just Gift Transactions alone.

My question is: how can we provide organization-specific instructions, context, or guidance to Agentforce Coworker so that its answers reflect our actual business rules and configurations?

I've been trying to find documentation on this, both through Coworker itself and through Claude, but I keep getting pointed toward Agentforce Studio. However, my understanding is that Agentforce Coworker itself is not directly customizable (or perhaps I'm missing permissions or a setup step?).

So I'm wondering:

• Is there a supported way to provide custom instructions to Agentforce Coworker?
• Should this be done through Prompt Builder?
• Should it be done through Agentforce Studio?
• If so, how does Coworker know when to apply those instructions versus its default behavior?
• Is there a way to define organization-wide business context that Coworker can consistently use?

Conceptually, I'm trying to understand whether Agentforce Coworker is intended to be a generic Salesforce assistant, or whether Salesforce envisions it becoming an organization-aware coworker that can reason using company-specific business rules and data models. If not, I suppose that specific agents are the solution, right? 

I'd love to hear how others are approaching this.

Thanks! :)

Only 1 weekend left until Dreamforce 2026 kicks off! ⚡ 

Whether you are catching game-changing keynotes or discovering the latest innovations in AI and Agentforce, the energy this year is going to be unmatched. 

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Hi Agentforce team, 

We've 2 agents already built out : Service Agent and Lead Nurturing/Sales Agent (one in prod, one in QA org)  

We've used the Agentforce Builder for this .  

I noticed there's a newer way we can now create these agents. Question I've is, can we move the ones already created to this newer Canvas (per screenshot)?  

 I didn't see a migrate/move option, but I noticed the newer version is cleaner and has more features. I would love to migrate existing ones to this layout.  

Sai 

🚀 Welcome to #DF26LearningQuest🚀 

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Dreamforce 2026 is right around the corner, but showing up is only half the battle. We are pleased to launch the DF26LearningQuest to help Trailblazers level up, learn together, and turn keynote inspiration into real-world skills. 

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💙 New Content for Dreamforce: An Interactive, End-to-End Guide for the AI-Assisted Implementation of Agentforce Voice 💙  

We're thrilled to announce a totally new kind of resource to simplify and accelerate Agentforce implementation! It's an interactive guide for the AI-assisted building of a voice-enabled Agentforce agent, complete with accompanying skills. Combined with any agentic tool, it walks a user through the full agent development lifecycle (ADLC), Get Started → Ideate → Build → Test → Deploy → Monitor, using a real-world retail example. 

The guide ships as a downloadable package in the salesforce/einstein-platform GitHub repository, and it's expressly designed with AI-assisted implementation in mind. Users just need to:

• Download the package
• Plug it into their preferred AI assistant
• Run it interactively

The AI assistant narrates each section and walks them through the setup one step at a time. 

By packaging detailed instructions, tailored skills, and other artifacts into a single resource for agent consumption, this new guide dramatically transforms the agent-building experience! 🎉 

📝 Note: While the guide should work with any agentic host, we developed and tested it exclusively in Claude Code. Exact behavior might vary in other hosts. The plain-Markdown reading path is a failsafe if the user encounters any issues with other tools. 

➡️ Explore the Guide

• Build a Voice Agent with Agentforce
  • GitHub Release Page with Implementation Guide Zip File

🗣️ Submit Feedback

If you have feedback, hit a snag, or want to suggest an improvement, use our feedback form.