Agentforce is more than just AI bots—it’s an autonomous AI app designed to handle specialized tasks for your team and customers. You can use prebuilt agents that work with your Salesforce data or create your own from scratch.
Each Agentforce agent includes:
1. Role:
Defines the agent’s purpose by outlining tasks and broader goals for your team.
2. Trusted Data:
The information the agent needs to perform its job, such as company knowledge articles, CRM data, external sources, and websites.
3. Actions:
Tasks the agent can execute based on a trigger or instruction—for example, running a flow, using a prompt template, or executing Apex code.
4. Guardrails:
Rules that specify what the agent can and cannot do. For instance, instructions may direct complex issues to a human.
5. Channels:
The platforms where the agent works, like your website, CRM, mobile app, Slack, and more.