AgentForce is a smart tool inside Salesforce that helps you work faster. It can find answers, show records, and give summaries without much effort. But how do you set it up and use it with Einstein Copilot? Here’s a simple guide.
AgentForce is available with Salesforce Enterprise, Unlimited, and Einstein One Sales editions. To turn it on:
Once you do this, AgentForce is ready to use.
Once it is on, AgentForce works through Einstein Copilot. Here’s what it can do:
Open a contact or deal in Salesforce, click the Einstein Copilot icon, and ask for a summary.
Example: If you open a customer’s record, AgentForce will show key details, deals, and past interactions.
Ask AgentForce to find specific data, update information, or summarize records.
Without setup, AgentForce can:
AgentForce works well from the start, but you can make it even better by customizing it:
Set up special actions in Agent Builder that match your business needs.
Automate data updates so AgentForce can do tasks without extra steps.
Developers can add more functions using Apex.
AgentForce can work with little human input. But if you customize it, you can:
Want to make Salesforce work smarter? AgentForce can help you organize data, answer questions, and automate tasks—all with little setup.
Need help? Contact us at SOLVD.cloud to see how AgentForce can improve your Salesforce experience!
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