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#Agentforce210 discussing

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.

If a Production org contains the Agentforce Testing Centre, will this feature be available in a newly created sandbox, or do we need to purchase separate credits/licenses to use the Testing Centre in the sandbox?  

 

#Agentforce  #Enterprise Licenses

1 answer
  1. Today, 7:34 AM

    Hi @VENNALA MOHANARAO

     

    Hope you are doing well, 

     

    If your Production Salesforce org has the Agentforce Testing Center feature enabled, it will automatically be available in any newly created sandbox of that organization without the need to purchase additional credits or licenses; the sandbox will inherit all the features present in the Production environment, including the Testing Centre. 

     

    I hope you find this answer helpful. 

     

    Regards,  

    Sunny Patwa

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1 answer
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Unlock New Opportunities with Agentforce in Commerce Cloud!

 

As Salesforce partners, we’re always looking for ways to help our clients stand out in a crowded digital marketplace. With the Spring ‘25 release fast approaching, Agentforce in Commerce Cloud is set to transform how merchants and buyers connect—using the power of generative AI to drive personalization, streamline operations, and boost conversions. Here’s how these three new Agentforce use cases—Merchant, Buyer, and Personal Shopper—can elevate your Commerce Cloud offerings and open doors to deeper client success.

 

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2. Agentforce Buyer: Simplifying B2B with a B2C Feel

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Agentforce Personal Shopper is an AI-powered assistant delivering personalized, human-like interactions. Say “I need shoes,” and it curates recommendations from past buys and preferences, adapting instantly to feedback like “wrong color.” For partners, it’s the key to crafting sticky, loyalty-boosting experiences clients crave.

 

Why This Matters for Partners

Agentforce in Commerce Cloud is your competitive advantage—enhancing merchandising, B2B workflows, and shopping experiences. With Merchant GA now and Buyer and Personal Shopper GA in Feb ‘25, dive in to lead in AI-driven commerce. 

 

#Agentforce #B2C Commerce #B2B Commerce #Commerce Cloud

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We have recently created an Agentforce Service Cloud and added it to an authenticated community so that community users can use it. The agent is working well, however, we want to review some metrics in the Agentforce Service Agent reports and dashboards folder. Both the dashboards and reports are empty because the Data Cloud objects described in the following link are empty https://help.salesforce.com/s/articleView?id=ai.copilot_analytics_data_cloud_objects.htm&type=5

 

We have checked that the Agent Analytics configuration and the event log collection are active, but we cannot get the data to show in the report.  We also changed the dashboard Viewer to a user with the Data Cloud User permission. 

 

 The issue with the Agentforce Service Agent Reports not generating results in Salesforce has been identified, where all the reports are returning as empty. After a thorough review, we have confirmed that Agent Analytics is enabled in the Einstein Feedback and Monitoring Setup. Additionally, the running user of the dashboard has been assigned the Data Cloud User Permission Set, which should allow proper data visibility. Despite these settings, the reports continue to show no data, suggesting that there may be another underlying configuration issue that needs to be addressed.

 

Captura de pantalla 2025-02-17 175827.png

 

Captura de pantalla 2025-02-17 175745.png

 

 

 

#Agentforce

1 answer
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The Connect Flows to Agentforce with Actions is impossible to achieve. It requires the existence of the MigrationDefaultTopic

, which is absent from any AI enabled org I have created, whether its from the prompt template super badge or an org created from modules like creating a Sales Email Prompt. So how are we supposed to achieve this? 

 

#Trailhead Challenges  #Agentforce

3 answers
  1. Feb 24, 2:25 PM

    @Christopher Burt I had the same problem, so I skipped to the next challenge "Connect Data Cloud to Agentforce and Prompt Builder" and created a new playground from there. It includes the MigrationDefaultTopic topic and my agents started returning data ;)

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I have an apex class which calls the tooling api. The error code is 302. How can I authenticate it as if it's run by system. The apex class gets called by agentforce 

 

#Salesforce Developer  #Agentforce  #Salesforce  #Apex

1 answer
  1. Yesterday, 10:19 AM

    Hi @Arya Kaujalgi

     

    To set up a Named Credential and External Credential for authenticating Agentforce, follow these steps:

    1. Create an External Credential:

    • In Setup, search for "Named Credentials" in the Quick Find box and select Named Credentials.
    • Click on the External Credentials tab.
    • Click New and enter the required details.
    • For Label and Name, use your Salesforce Commerce Cloud instance name (e.g., SFCC).
    • Set the Authentication Protocol to No Authentication.
    • Save your changes.

    2. Create and Authenticate an OAuth External Credential:

    3. Create a Named Credential:

    For authenticating an Apex class calling the Tooling API with a 302 error:

    • You can use the Headless Passwordless Login Flow for private clients. This involves configuring the Headless Passwordless Login API via an Experience Cloud site to log the user in. Here's how:

    1. Complete Prerequisites for Headless Identity:

    2. Configure Experience Cloud Settings for Headless Passwordless Login:

    • In your Experience Cloud settings, enable Require authentication to access this API.
    • Include an access token issued to an internal integration user when making the initial request to the "services/auth/headless/init/passwordless/login" endpoint.

    3. Implement the Flow:

    • Your app sends a headless POST request to the passwordless login endpoint on your Experience Cloud site.
    • Salesforce will return a success message with a request identifier.
    • Salesforce sends an OTP to the user.
    • The user enters the OTP into your app.
    • Your app then initializes the Authorization Code and Credentials Flow, sending a request to the authorization endpoint to exchange the request ID and OTP for an authorization code.
    • Salesforce will return a 302 redirect to a preconfigured URL with the authorization code.
    • Your server-side callback handler extracts the authorization code and sends a POST request to the token endpoint.
    • Salesforce will validate the request and return an access token.

    For more detailed instructions, refer to the "Headless Passwordless Login Flow for Private Clients" guide (https://help.salesforce.com/s/articleView?id=sf.remoteaccess_headless_passwordless_login_private_clients.htm&language=en_US

    ). 

     

     Hope this helps. Thanks!

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I tried following the exact instructions in creating an agent, but I cannot validate the activity. 

The error I get is: 

Step not yet complete in Agentforce

We can’t find the Get Sessions action. Make sure it has been created and has an API Name of 'Get_Sessions'. 

However, my agent chat does work except it cannot complete the booking, perhaps because Data cloud is not connected for this activity. Any help would be appreciated so that I can finish this activity. Thank you. 

 

 

#Agentforce

1 answer
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*Issue while completing the Enhance Agentforce to Act on Data with Conversational Language*

 

Hi all, 

 

I am not able to view any options to select the type of agent I need to create in the "New Agent" screen. Anyone else facing the same issue or any resolution for the same ? 

 

Issue.jpg

 

 

 

#Agentforce

5 answers
  1. Feb 21, 10:05 PM

    Hi @Navarun Halder

     

     

    I am from the Trailhead help team. May I request you please let us know if any of the above responses helped you resolve the issue? If yes, kindly share the solution that helped you resolve the issue or please make sure to mark the response which helped you to resolve your query as 'Best Answer' so that it might help the fellow Trailblazer's who are facing the similar issue. 

     

    Else, please let us know the Trailhead module/badge that you are working on so that we can go ahead and create a case on behalf of you and can assist accordingly.

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I'm working with Agentforce Copilot and exploring how to create efficient and streamlined topics. My goal is to retrieve and combine related data within a single action, leveraging existing Salesforce actions where possible, rather than building separate flows for data grounding.

Specifically, I'm looking at a scenario where I need to summarize a Contact along with their related Cases. Salesforce provides standard actions like "Identify Record by Name" to find a Contact based on user input, and "Get All Cases For Contact" to retrieve a list of Cases associated with that Contact.

My question is: Is there a way to combine or chain these existing actions within a single custom action in Agentforce Copilot? I want to avoid creating a separate flow to fetch the Contact and Cases individually, then pass that data to another action for summarization. Ideally, I'd like to leverage the pre-built functionality of these standard actions to retrieve the necessary data in a more efficient manner.

For example, could I create a custom action that:

  1. Uses "Identify Record by Name" to find the Contact.
  2. Immediately uses the output (Contact ID) from the first action as input for the "Get All Cases For Contact" action?
  3. Then, uses the combined Contact and Case data to generate the summary?

I'm trying to minimize the complexity of my Copilot topics and maximize the use of existing Salesforce capabilities. If anyone has experience with this or has found a way to link standard actions together, I would greatly appreciate your insights and guidance. Any examples or best practices you can share would be extremely helpful.

Thanks in advance for your help!   

4 answers
  1. Feb 21, 3:12 PM

    @Khyati Mehta

      Thank you for the detailed explanation.  

     

    My next question is regarding where to specify the actual implementation details of this process.

    Specifically, when creating the custom action in Agentforce Copilot (Agentforce Copilot > Actions > New Custom Action), where do I define the steps of:

    1. Calling "Identify Record by Name" and extracting the ContactId.
    2. Passing the ContactId to "Get All Cases for Contact".
    3. Storing the combined Contact and Case data in a structured format (JSON or text).
    4. Generating the formatted response for summarization.

    Do I implement these steps within the Prompt Template or within the Instruction section of the custom action definition, everything at one place? Can you guide me on this?

     

     Thanks again for your assistance! 

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