How fast can Agentforce process requests

What is the process for updating or modifying an agent's capabilities

AgentForce is a tool in Salesforce that helps businesses with tasks. Sometimes, you need to change what your agent can do. Here’s how.

What Can You Change?

You can update two things:

• Topics –“A topic is something that you can assign to your agents so that they know what type of conversation they can be having with their end users.” – Josh Kartchner, Consultant at SOLVD.cloud.
• Actions – These are jobs the agent can do, like finding information or updating records.

How to Update an Agent

Follow these steps:

• Go to Settings – In Salesforce, search for “Einstein Generative AI” and click “Agents.”
• Pick an Agent – Choose the agent you want to change.
• Edit Topics – Click “Open in Builder” to add or change topics.
• Update Actions – Add or change the tasks the agent can do.
• Save and Test – Make sure everything works.

Important Things to Know

Here are some key points:

• Turn Off the Agent First –“In order to edit an agent, your changes have to be done when the agent is inactive.” – Josh Kartchner, Consultant at SOLVD.cloud.
• Track Changes – Salesforce saves old versions so you can go back if needed.
• Plan for Downtime – Turning off the agent may pause conversations.

Keep Your Agent Working Well

Updating AgentForce helps it stay useful. Changing topics and actions makes sure your AI assistant does what you need.

Want to learn more? Check out our YouTube channel for tips. If you need help updating AgentForce, book a call with our team at SOLVD.cloud.