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What Is Agentforce?

  • Writer: Architect
    Architect
  • Jul 2
  • 2 min read

Agentforce is Salesforce’s enterprise-grade AI agent platform that brings “digital labor” into your CRM, automating routine tasks across your existing apps, data, and business logic. Agents can interact with customers and employees, execute business processes, and write back structured results - all within the trusted Salesforce ecosystem.


How Agentforce Works


  1. Enable AI and Agents

    • In Setup, search Generative AI, select Einstein Setup, and toggle on Einstein.

    • In Setup Quick Find, search Agents, click Agentforce Agents (under Agent Studio), and enable the Agentforce toggle for the default agent.

  2. Build Your Agent

    • From the list of agents, click Einstein Copilot (or your custom agent), then Open in Builder.

    • In Agent Builder, define Topics (intents) and select Actions—such as Query Records, Summarize Record, or Draft Email—to map user utterances to Salesforce operations.

  3. Invoke Agents from Flows

    • Create a Record-Triggered Flow (or Screen Flow).

    • Add an Action element, expand the AI Agent Actions folder, and select your Agentforce agent.

    • Supply input variables (e.g., record context or a prompt) and capture the agent’s response into output variables. Use those outputs to update Salesforce fields or fire downstream automations.

Key Benefits for Admins and Business Users

  • Always-On Engagement: Agents respond instantly to form submissions, chat messages, or record changes—even outside business hours—so no lead or inquiry goes unattended.

  • Accurate Data Capture: Prebuilt actions let agents query and update Salesforce records automatically, ensuring up-to-date, consistent CRM data without manual entry.

  • Low-Code Governance: Out-of-the-box guardrails and the Einstein Trust Layer let admins configure limits, approval rules, and data filters with point-and-click controls—no Apex required.

  • Enterprise-Wide Integration: Agentforce works seamlessly across Sales, Service, Marketing, and custom apps, leveraging your existing objects, flows, and business logic to automate handoffs and campaigns.

Sample Implementation Walk-Through

  1. Enable Einstein & Agentforce Agents

    • Quick Find “Generative AI” → Einstein Setup → toggle on.

    • Quick Find “Agents” → Agentforce Agents (under Agent Studio) → enable both toggles.

  2. Configure an Agent in Builder

  3. Open Einstein Copilot in Agent Builder.

  4. Remove default topics, then click New Topic.

  5. Enter a prompt, for example:

You’re a sales assistant. Review Lead.Description and output JSON:
{ "score": "Hot|Warm|Cold", "nextStep": "e.g., Schedule call" }

  • Select Query Records and Update Records actions.

  • Activate the agent.

  • Invoke in a Record-Triggered Flow

    • Build a Flow on Lead creation.

    • Add an Action → expand AI Agent Actions → choose your agent.

    • Map Lead.Description → input variable, and map response JSON fields to Lead.Score__c and Lead.NextStep__c.

    • Activate the Flow and test by creating a Lead.


Measuring Impact

According to Salesforce research, teams using Agentforce deliver AI agents 16× faster and achieve 75% more accurate outcomes compared to traditional approaches. This accelerates time-to-value and boosts user trust in automated workflows

 
 
 

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