Automate Workflows and Ground AI with Trusted Data for the Agentic Era
Learn to prepare trusted data, automate business processes with Flow, ground generative AI in CRM data, design autonomous Agentforce agents, connect workflows to external systems, and operate it all at production scale.
Build a Trusted Data Foundation
Establish the data model, quality, and security foundation every downstream automation and AI feature depends on.
Connect Agentforce agents to the knowledge sources that power high-quality responses, including CRM data, unstructured documents, and web search.
Establish AI Trust and Governance
Understand generative AI, its risks, and the guardrails Salesforce provides before building anything on top of it.
Discover techniques to recognize and prevent data bias when using AI technologies.
Automate Processes with Flow
Build, test, and validate core declarative automations that read, evaluate, and update Salesforce data.
Start building flows to automate business processes using Salesforce records.
Configure flow actions, elements, and more to automate business processes.
Follow key guidelines before you build and distribute flows to minimize errors and rework.
Ground Automation with Generative AI
Turn trusted data and flows into grounded, reusable prompt templates.
Write prompts effectively to get the most out of generative AI.
Use Prompt Builder to dynamically ground your prompt templates in CRM data.
Design Autonomous Agentforce Agents
Turn grounded prompts and flows into agent actions that an Agentforce agent can reason about and execute.
Trace how an agent built in the legacy Agentforce Builder reasons, takes action, and generates a response.
Integrate Systems for End-to-End Automation
Extend automation and agent actions beyond Salesforce to external systems and events.
Explore and analyze Salesforce Lightning Platform integration patterns.
Deliver custom notifications within the platform and in external apps.
Synchronize Salesforce records with external data stores by streaming change events.
Build simple or complex automations, forms, and guided experiences with little to no code, then deploy them wherever you need them.
Test, Optimize, and Deploy for Production
Harden the full stack — data, flows, and agents — for scale, governance, and live operation.
Streamline existing flows to support scalability and enhance the user experience.
Deliver improved performance with flow adjustments and enhancements.
Learn how to decide what should — and shouldn't — be automated with agentic AI.
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查看其他 Salesforce 产品，了解它们如何帮助您创建更个性化的客户体验之旅并做出以数据为主的决策。