Salesforce Agentforce
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 ....
Tag: Salesforce Agentforce
Pass Messaging Session from Agentforce to Flow Action
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: ....
Salesforce Agentforce assist using Files Content
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
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 ....
Apex Action not invoked from Salesforce Agentforce
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 ....
Options to Chat with Real Agent or Salesforce Agentforce
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 ....
Transfer from Salesforce Agentforce to real Agents
We can transfer the Salesforce Agentforce Messaging Sessions to the real human agents to assist further if the Agentforce agent is unable to help on the customer requests. Please check ....
Context Variables in Salesforce Agentforce
In this Blog Post, I have used Pre-Chat fields in the Messaging for In-App and web to capture First Name, Last Name and Email of the visitor. Using Omni-Channel Flow, ....
Handle Date data type in Salesforce Agentforce
We can handle Date data type in Salesforce Agentforce. In this Blog Post, I have gathered start and end dates from the customer to fetch and display available Products to ....
Invoke Salesforce Agentforce using REST API
To invoke Agentforce Agent without Messaging for Web REST API, please check the following: https://www.infallibletechie.com/2025/02/salesforce-agent-api.html Using Salesforce Messaging for In-App and Web REST API, we can invoke Salesforce Agentforce using ....