Exceptions: 1. Query Records Agent Action INSUFFICIENT_ACCESS_OR_READONLY. Looks like you don't have access to QUERY_RECORDS 2. Query Records With Aggregate Agent Action Insuffiecient access for QUERY_RECORDS_WITH_AGGREGATE Similar exception might occur ....
Exception: Something went wrong. Refresh and try again. Resolution: Please make sure the Einstein Agent User have "Agentforce Service Agent User" Permission Set assigned. Go to Salesforce Setup. Search for ....
Salesforce Service Agent Session Engagement can be used to report on the Salesforce Service Agents. 1. Create a Report on "Service Agent Session Engagement" Report Type. 2. Select the fields ....
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. To link the Lead to the Messaging Session, we can pass ....
What is Salesforce Agentforce? Salesforce Agentforce is an autonomous agent that helps your Salesforce users by executing the business tasks. For example, repetitive tasks done by the Agentforce agent so ....
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html Flow Input Variable Configuration for Messaging Session: Agent Action Configuration for passing MessagingSession: ....
In Salesforce Agentforce, we can use Einstein Data Library to upload files. "Answer Questions With Knowledge" standard action will make use of the content of the uploaded files to assist ....
Salesforce Agentforce action "Answer Questions With Knowledge" helps the AI Agent to answer and help customers for their inquiries. Prerequisites: Data Cloud enabled in the Org Agentforce Licenses Steps: Create ....
If your Salesforce Apex Actions are not getting invoked by the Agentforce, then please check the User assigned to the Agent. In the User's Profile, add the Apex Classes to ....
In the Omni-Channel Flow, we can decide whether the Salesforce Messaging Session records should be routed to the human Agent or Agentforce Agent. In order to do the decision in ....