Hi Ashish!
Yes, Agentforce Contact Center (ACC) can be explored for a quick POC, but the standard Trailhead Playground may not have all the Contact Center/voice features provisioned by default.
I’d suggest checking the latest Salesforce trial or a specially provisioned Agentforce/Contact Center org rather than a regular Developer Edition. If you’re looking specifically to test voice, routing, telephony, or service-agent integration, the available features can also depend on the org provisioning.
If you share what part of ACC you want to POC (voice, routing, Agentforce Service Agent, etc.), I can point you toward the most suitable org/trial setup.
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I am trying to complete this Step 4: Populate the Variable with the User's Lifetime Value
Yesterday, 3:48 PM Hi Shalini,
For Step 4, @actions.Get_Customer_Details needs to be available as an action before you can reference it in the Agent Script variable.
I’d first check that the Get Customer Details action was created/configured in the same Agent and that the action’s API name is exactly Get_Customer_Details. Then save/activate the action and refresh the Agent Script Builder before trying to reference it.
Also make sure you’re working in the same Playground/org associated with the challenge, as actions created in another org won’t appear in the script.
If the action already exists and you still can’t find it under @actions, share a screenshot of the action configuration and the Step 4 variable/script. That should help identify what is missing.
Feet on strike? Brain loaded with 4,000 session slides? Coffee-to-water ratio severely out of balance? ☕️⚡️
Congratulations—you survived #Dreamforce
! Seeing your lightbulb moments and key takeaways flooding the feeds has been absolute gold.
As chaotic and back-to-back as the week was, every single sore step was worth it. But now comes the real magic: keeping that momentum alive before the post-conference brain fog sets in.
Drop a comment (or share it with the world using #DF26LearningQuest):
How are you planning to put all that fresh knowledge into action to level up your orgs, solve real problems, and elevate the people around you throughout the year? 👇
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Yesterday, 8:29 AM Excited to take everything I've learned at #DF26LearningQuest back to the team! My main goal is to tighten up our automated processes—streamlining how we route external leads using features like Form Handlers and optimizing our Agentforce/DevOps pipelines. Can’t wait to save the team hours of manual work and help everyone move faster! 🚀 #DF26LearningQuest
What's new on Salesforce Break:
Dreamforce 2026: One Message You Missed Is The Real Game ChangerSOQL Basics for Salesforce Admins
Using Record Type Developer Name in Flow Start Criteria
Mapping Salesforce’s New Agentforce Suite to Your Org
Which Salesforce Certifications Do I Get Next?
#Flow #Agentforce #Claudeforce
Yesterday, 3:42 AM @Jacksonville, FL Admin Group @Architect Group, Jacksonville, US, @Developer Group, Jacksonville, FL, US, @Nonprofit User Group, Jacksonville, US, @Flownatic
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Your Step-by-Step Guide to Becoming an Agentic Enterprise ✨
This practical guide distills Salesforce's journey into a clear roadmap for successful human-AI agent collaboration, covering everything from Vision to Data. It's the playbook you need to prepare your team for a transformation in your organization.
Sep 25, 12:44 PM Agentic technology can sound rather grand until someone explains the practical side. This guide seems to tackle that gap nicely. I appreciate the step-by-step approach because it gives the subject some structure. There is plenty of excitement around agents, but sensible implementation is where the real work begins.
I'm using Run Agent from an EmailMessage record-triggered Flow:
Incoming EmailMessage → Async Path → Run Agent
The agent works correctly in Agentforce Builder and when I debug the Flow as an admin.
When a real EmailMessage triggers the Flow, however, Run Agent fails with:
“Looks like you don't have access to this feature.”
The Flow error shows Current User: System.
My Default Workflow User is already set to an Integration User, but the async path still runs as System.
Is there a supported way to have Run Agent execute as a dedicated user with the required Agentforce permissions? Or is there another recommended pattern for this use case?
Sep 25, 11:11 AM This isn't really an async-vs-sync issue - it's that the
whole transaction (sync and async) is executing without a real, licensed user identity, because the EmailMessage is being inserted by an automated process (Email-to-Case / inbound email handling), not a logged-in user. Default Workflow User won't fix this - that setting only governs the running user for legacy Workflow Rule field updates and email alerts; it has no effect on Flow execution context or on Agentforce actions at all. That's a common misconception worth ruling out explicitly.Salesforce's own guidance backs this up: agents should always use the permissions of the logged-in user, which means an integration invoking an agent should implement OAuth 2.0 Web-Server or User-Agent flow to force real user authentication. The native low code Run Agent flow action inherits whatever running-user context the Flow transaction has it has no "run as" override. When that context is the System/Automated Process user (no license, no permission set assignments possible), you get exactly the "doesn't have access to this feature" error, regardless of what the Default Workflow User is set to. Salesforce Developers
Two supported patterns, in order of recommendation:
- Call the Agent via REST (Agent API) from Apex, authenticated as a dedicated integration user - not the low-code Run Agent action. Set up a Connected App using OAuth 2.0 Client Credentials Flow mapped to a specific integration user that has the Agentforce permission set assigned, and have your async path invoke a small Apex class that makes the HTTP callout (Named Credential for the auth). This is exactly the pattern third-party connectors use to solve this same problem for example, one integration's setup docs have you configure a "Run as user" field under Client Credentials Flow, so the connector impersonates that user when invoking the Agent APIs. This decouples the agent call's identity from your Flow's internal running-user context entirely, which is the actual constraint you're hitting. UiPath
- Move the trigger point earlier, before the record enters system/automated context, if that's feasible for your Email-to-Case setup i.e., have a real user's context be part of the transaction that ultimately calls Run Agent. This is usually harder to guarantee reliably for inbound email and I wouldn't recommend architecting around it.
I'd go with option 1: build a thin Apex wrapper around the Agent REST API, called from your async path, authenticated via Named Credential tied to a dedicated Agentforce licensed integration user. It's more moving parts than the native action, but it's the only pattern that actually gives you a stable, permissioned identity independent of whatever triggered the Flow. Confirm you have an available Agentforce license to assign to that integration user before committing to this worth checking with your Salesforce AE if you're not sure of current allocation.
I hope you find the above information helpful. If it does, Please mark it as Best Answer to help others too.
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! :)
Sep 21, 2:14 PM ,
Short Answer: There are few things you can do with AI (without knowing Apex and Flows). However, you need to have at least basic understanding of Apex and Flows to know what is going on.
In case you wish to check (very quickly, within 1 hour or less), you can try this module:
https://trailhead.salesforce.com/content/learn/modules/trick-or-trailhead-tell-us-smore-campfire-stories.
A pre-configured and easy to understand - you will get an idea what is possible to edit via AI.
If this is useful, please mark appropriate responses as helpful/solution, so that other people may reach to the solution quickly.
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Hello! I recently set it up and configured Agentforce Coworker to work with our Salesforce data, Slack, and our website (via Data 360). After setup and a single day of testing, I found that I used nearly 12,000 Einstein Requests (no other consumption of other credits). My concern is that we'll run out of our 200K allocated Einstein Requests in no time.
Does anyone have advice for keeping credit consumption numbers low? If it makes a difference, we use NPSP and do not have plans to migrate to Agentforce Nonprofit at this time. As a nonprofit organization, I'd love to use this feature, but I'm not sure if I can justify the potential cost. I have a staff of 20 and am trying to determine what a budget might look like. Maybe I need to go a different path with the AI capability available in Salesforce?
I appreciate any and all advice in advance! Thanks!
Sep 15, 2:46 PM Hi @Matt Devine
12,000 Einstein Requests in one day is definitely worth investigating before expanding the rollout. I’d first check Digital Wallet to identify exactly what is consuming the requests and verify your Agentforce Coworker licensing and user AI permissions.
Since this was only one day of testing, I’d also run a small pilot with a few users and track consumption per user/use case before estimating production usage. Since you’re using Data 360, check that usage separately as well.
For a nonprofit, I’d recommend measuring and optimizing usage first, then comparing the available licensing options to find the most cost-effective approach.
Hope this helps!
New Salesforce Break content:
This AI Coworker Saw What Humans Missed: Agentforce Coworker(YouTube video)
Agentforce Coworker Applied: Enterprise Intelligence at Your Fingertips(article)
Is Setup with Agentforce Ready for Prime Time?(article)
Should You Use Roll Back Records in Salesforce Screen Flows?(article - best practice series)
Is Hardcoding Ids a Good Idea in Salesforce Flows?(article - best practice series)
Enjoy
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