Can Agentforce run custom reports?
AgentForce cannot make reports by itself, but you can still track its work using Salesforce. Since AgentForce runs inside Salesforce, all its actions are saved in Salesforce records. This means you can use Salesforce’s report tools to see what AgentForce has done.
How to See What AgentForce Does
Everything AgentForce does, like updating records or pulling data, is stored in Salesforce. You can create reports in Salesforce to see this activity.
Some ways to track AgentForce include:
- Using Salesforce’s built-in reports to check what AgentForce has done.
- Making a custom report type to focus on what matters most to your team.
- Adding filters to show only AgentForce activities.
Getting Better Reports with Custom Actions
You can also set up custom actions in AgentForce to track specific things.
For example:
- If AgentForce helps close cases faster, you can create a report to compare case times with and without AgentForce.
- If you want to see how much work AgentForce does, you can create actions that measure its impact.
Why This Matters
Even though AgentForce can’t build reports, it gives you important data. With Salesforce reports, you can use this data to make better business decisions.
"AgentForce may not make reports, but it gives businesses the data they need to work smarter." – Augmon Jolley, SOLVD Consultant
Make the Most of AgentForce
Want to track AgentForce better? Contact SOLVD today to learn how to set up reports and get the most from your data.