In my role as Lead Admin Evangelist on the Admin Relations team, I have been dedicating my time to not only learning Agentforce but also building agents and creating demos for Awesome Admins to adopt Agentforce at their organizations. Through the process of building, testing, and refining, I’ve gained some valuable insights that all admins should consider when building their own agents.
Lesson 1: Follow a setup checklist
There’s nothing more frustrating than searching for agents in Setup and finding they aren’t available, or going to Agent Builder and discovering you don’t have the ability to create a Service Agent.
Agentforce Setup involves more than just assigning the Permission Set license. If you’re starting from scratch and have just had Agentforce turned on in your Salesforce instance, there are several steps you need to take before you can dive in.
This Salesforce Help article is a go-to for setup and
Leave a Reply