#Agentforce토론 중인 항목 530개

Hi Palina, 

Your understanding is correct — the Agentforce icon in the Global Header is controlled at the org/user level (via the Agent Access permission set or profile assignment), not per Lightning App. There's currently no native setting to say "show this agent's button only in App X." 

Two real workarounds, depending on what you're okay with: 

1. Session-based permission set, toggled by app. Instead of granting the "Agent Access" permission set (or your custom one) permanently, create a Session Permission Set and use a Flow (triggered on app load, e.g. via a Quick Action or Home Page component in Service Console only) to activate it only for that session. When the user leaves the Service Console app, the session permission set doesn't automatically deactivate, so this isn't perfectly clean — but it's the closest native lever if you truly want it toggled by app entry. 

2. Don't use the Global Header agent at all — embed the agent instead. If your agent's channel setup includes Embedded Service/Messaging for In-App, you can add it as a Utility Bar item on the Service Console app specifically (Setup > App Manager > Service Console > Utility Items > add your Embedded Messaging/Agentforce component). This genuinely scopes visibility to just that app, since Utility Bar items are per-app by design — unlike the Global Header icon. 

Given your use case (only need it in Service Console), option 2 is the cleaner, fully-supported path rather than fighting the Global Header's org-wide scope. 

Reference:

Hi Jay, 

Performance Recording is available in Tableau Cloud — it's just configured differently than Desktop (site-level admin setting + URL parameter, not a menu toggle): 

1. As a Server/Site Admin, go to your Tableau Cloud site's Settings. 

2. Under Workbook Performance Metrics, check Record workbook performance metrics, then Save. 

3. Open the view you want to diagnose. 

4. In the URL, add :record_performance=yes& immediately before the session ID (:iid=...). Example: 

5. Interact with the view as needed, then click the "See performance recording data" icon (or link) that appears to open the generated performance workbook. 

This is the same underlying feature as Desktop, just enabled per-site rather than via a Help menu toggle — the doc you linked is specifically the Desktop version; the Server/Cloud version is here: 

Reference:

If you don't see the site setting, you may not have Site/Server Admin rights — that setting is admin-only, not available to regular Creator/Explorer roles.

Hi Motlatso, 

This template is also referred to internally as "Agentforce SDR" — so if Setup shows the other five but not Lead Nurturing, it's usually one of these: 

1. Edition/license gap. Lead Nurturing (Agentforce SDR) requires specific Sales Cloud licensing tied to Agentforce for Sales — it's not automatically included with every Developer Edition or every Sales Cloud license type, unlike some of the other templates you're seeing. Check whether your org has the Sales Cloud edition/add-on this specific template needs. 

2. Dependent features not yet enabled. This template depends on supporting Salesforce Go features (Einstein Activity Capture, Salesforce Inbox connectivity, Data 360) being available in the org. If Salesforce Go itself isn't provisioned, the guided setup card for Lead Nurturing won't appear even though Agentforce is on. 

3. Region/rollout timing. Lead Nurturing on Agentforce Studio rolled out via the Salesforce Go guided setup experience — if your Developer/Trailhead org was provisioned before this became broadly available, it may not have synced in yet. 

What to try: 

- Confirm you're using a brand-new Trailhead Playground (not a reused org) — this module requires a fresh org per the standard Trailhead guidance. 

- In Setup, search "Salesforce Go" and confirm it's available/enabled — this gates the Lead Nurturing card specifically. 

- If it's still missing after a fresh playground, this is worth a Trailhead Help case, since it may be an org provisioning gap. 

Reference:

Start with a brand-new Trailhead Playground first — that resolves this for a lot of people hitting missing templates.

Hi Vicky, 

Since Agentforce replaces the picklist-menu style intent capture with free-text + AI classification, the reporting side moves to Agentforce Observability/Analytics rather than a Case/session field. 

Two native options to look at: 

1. Agentforce Observability — lets you segment and cluster conversations by "Intent tags," drilling into which Topic/subagent handled each session. This is the closest native replacement to your old picklist-based intent reporting, but it's session-level analytics, not a field on the record itself. 

2. Utterance Analysis dashboard (in the Agentforce Default folder) — groups similar customer utterances into Clusters, then into Categories, so you can see patterns in what customers are actually asking for, even without a picklist. Reports refresh weekly. 

If you specifically need intent captured as a reportable field on the Case/Messaging Session (e.g., for existing dashboards), the practical workaround most teams use is: have the agent invoke a Flow/Apex action early in the conversation that writes the classified Topic name into a custom field on the Case or MessagingSession record — since Topic classification already happens under the hood, you're just persisting it instead of relying on native analytics. 

References: 

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Worth checking if Observability's Intent tags alone cover your reporting need before building the custom field workaround — it may save you the extra flow logic.

Hi Prathyusha, I recently went through this certification myself and completely understand the frustration with outdated Udemy content. Here is a comprehensive, up-to-date study guide that actually reflects the current Spring '26 state of Agentforce: 

OFFICIAL SALESFORCE RESOURCES (Most Important - Always Current) 

1. Agentforce Specialist Exam Guide:

- search "Agentforce Specialist exam guide" - study every topic listed 

2. Trailhead Trail: "Get Ready for Agentforce" - this is THE official prep trail, updated regularly 

3. Trailhead Trail: "Design and Implement AI Agents with Agentforce" - covers building, testing, deploying 

4. Trailhead Module: "Agentforce for Admins" - foundational concepts 

5. Trailhead Module: "Prompt Builder" - critical for the exam 

KEY EXAM TOPICS TO MASTER (Based on Exam Guide): 

- Agentforce architecture: Agents, Topics, Actions, Instructions 

- Types of agents: Service Agent, Sales Agent, SDR Agent, Internal Agents 

- Agent Builder vs Agentforce Studio 

- How Topics and Actions work together 

- Prompt Templates (Standard, Flex, Sales Email types) 

- Grounding: what it is, how Data Cloud and Knowledge ground agents 

- Testing agents in Agent Builder Preview pane 

- Agentforce for Slack and Agentforce for Mobile 

- Einstein Trust Layer: data masking, toxicity detection, audit trail 

- Agent Analytics and monitoring 

DEV ORG AVAILABILITY ISSUE (Your Main Problem) 

Many Agentforce features require specific Einstein/Agentforce add-on licenses that the standard Developer Edition org does NOT include. Here is how to get proper hands-on access: 

- Request a free Agentforce Developer Edition from:

(look for "Agentforce Dev Org" - these have Einstein licenses included) 

- Use Trailhead Playground orgs created specifically from Agentforce badges/superbadges - these provision the right licenses automatically 

- Look for the "Quick Start: Agentforce" Trailhead project - it provisions a properly licensed scratch org 

SUPERBADGES TO COMPLETE: 

- "Quick Start: Build Your First Agent with Agentforce" (beginner) 

- "Agentforce Service Agent" superbadge 

- "Build Agents with Agentforce" trail 

FREE LIVE RESOURCES: 

- Salesforce Ben's Agentforce certification guide on

(free, very current) 

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- official community for Agentforce practitioners 

- TDX (Salesforce TrailblazerDX) session recordings on YouTube - March 2026 content is very relevant 

Avoid Udemy entirely for this cert - the platform moves too fast. Stick to official Trailhead and Salesforce Help documentation. 

Good luck with the exam - it is very achievable with the right resources!