SOLVD BLOG

How does Agentforce handle complex, multi-step tasks

Businesses use AI to save time, but some jobs are more difficult than others. AgentForce is designed to handle multi-step tasks by following clear steps.

How AgentForce Works

AgentForce uses topics and actions to organize tasks:

  • Topics: General areas of work, like handling customer cases.
  • Actions: Specific tasks, like finding a case or closing it.

“If a task is complicated, AgentForce moves through different topics and actions to get it done.” – Ben Schneider, SOLVD Consultant

Example: Solving a Complex Request

Ben Schneider tested an AgentForce service agent in Salesforce. Here’s how it solved a customer issue:

  1. Found the user by checking their email.
  2. Listed all open cases for that user.
  3. Closed one case using the case number.
  4. Gave a summary of the user’s remaining cases.

Even when there was a small issue, AgentForce retried and finished the task.

“Sometimes things don’t go smoothly, but AgentForce is built to adjust and keep working.” – Ben Schneider, SOLVD Consultant

Testing and Improving AI Performance

AgentForce has real-time testing so users can:

  • Check that AI follows instructions correctly.
  • Change settings if needed.
  • Make sure automation works before using it fully.

How to Get the Best Results with AgentForce

To make AI work well:

  1. Define clear topics and actions to keep tasks organized.
  2. Test often to make sure AI is doing its job right.
  3. Keep improving by adjusting AI based on results.

Want to Use AI to Handle Complex Tasks?

AgentForce makes it easier for businesses to complete multi-step tasks. If you want to automate your workflows, SOLVD can help.

Visit SOLVD.cloud or check out our YouTube channel for expert AI advice.

Let AI do the hard work—start today!

yellow cloud solvd logo
Testimonials

Our clients say

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!

Veronica Wong Director of Operations at Pathstream

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.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

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.

Tim Tuttle CFO at Relevate Health Group

HIGHEST RATED ON SALESFORCE