Every business is different, and your tools should match your needs. Agentforce, a smart feature in Salesforce, can be changed and adjusted to fit the way you work.
Once you have Agentforce set up, you can use Prompt Builder in Salesforce. This tool lets you create your own instructions for the AI.
“If these fit your needs, then you can use those. However, you can create new prompt templates that are specific to what you need.” – Devyn Smith, SOLVD Consultant
This means you are not stuck with the default settings. You can build custom instructions that help Agentforce complete tasks, follow workflows, and connect with your existing system.
Agentforce lets you change its name and style. Instead of calling it “Einstein Copilot,” you can name it something that matches your company, like “Sales Helper” or “Support Assistant.”
“You can build other agents as well. If you don’t want it to be branded as Einstein Copilot, you could brand it as a Sales Copilot or whatever you need.” – Devyn Smith, SOLVD Consultant
This makes it feel like part of your team, instead of just another tool.
If you connect Data Cloud, you can make Agentforce even smarter. Data Cloud helps it learn from customer data in real time, making answers more helpful and accurate.
Agentforce also has the Einstein Trust Layer to protect your data. This feature hides sensitive information, keeps track of AI actions, and makes sure everything stays safe.
“You can actually turn on the Einstein Trust Layer, which makes sure that all your data going to the large language models are masked completely.” – Devyn Smith, SOLVD Consultant
This is great for businesses that deal with private customer or financial information.
Agentforce keeps getting better. Salesforce is always adding new features, so businesses can keep making it work for their needs.
“It’s only going to continue to grow and get even more customizable.” – Devyn Smith, SOLVD Consultant
This means Agentforce can grow with your company and change as your needs do.
If you want Agentforce to fit your business better, we can help. Whether it’s setting up AI for your team, changing how it works, or making sure your data stays safe, we’re here to guide you.
Contact us today to learn how to customize Agentforce for your business.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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