Quick Start Create Employee Agents in Agentforce Full Walkthrough

Key Takeaways

and trailhead brothers here. Today we'll do this batch quick start create employee agents in agent force. So let's get started. Uh the first enable agent force interview default topics and actions. Okay, for this you have to create your own uh Salesforce account. If you go to this link, open a new tab. In here you have to create your own account. Just uh put your information and a link will come. Just click on the link reset your password and after creating your account you have to come below and click on three dots and connect org and put your username and password and that's it and click on yes save it after logging in and you have connected your trail uh your account to trail head. So let's open my Salesforce account and let's get started. Okay, we have directly come to the setup. If you want to go to the set setup, go to the top right, click the gear gear icon and here you just have to click this and then you will come here in a new tab. Okay, let's start. Uh we have to go to the Einstein setup and make sure that it is on. Just put this in the quick point. Click here. Okay, it is off. We have make we have to turn it on. We have turned on the instant setup. Okay, let's see the next steps. Refresh your browser. After refreshing the browser, we have to go to the Salesforce go and we have to go select the agent force default. Get started. Turn on and confirm. Okay. Uh let's go here. Uh let's search uh Salesforce go. Click here just once. Okay. We are here. Uh in the search bar on um on the left uh just search agent force. Okay, we just click on the second option, the default, and click get started and turn on. Confirm. Refresh the browser. Okay. Then agent force assets. Okay, there are two tabs. Okay, verify. Congratulations. Next up, uh create two employee agents. First, create a general agent. Agent force agents. Okay. Then new agent. Select agent force employee agent. New agent. Agent force employee agent. Okay. Click next. Click. Click. See relations. Okay. Edit. Change directions. Okay. And deselect. Uh click next. Uh deselect. Next. Okay. uh copy name. Okay. Then description and then uh role in the company checkbox. Leave everything as is. Click next. Uh for now data cloud and data lab you want to use click create. Let's go next. Create. Okay. Agent is created. Add specific topics. So click new and add from asset library. New. Add from asset library. You check the box next to migration default migration default topic check box single record summary and then click finish. Now click this and finish. Okay, click migration folder which opens the topic details and click to view all you see at the bottom which uses data class since we don't have you need to remove this action. Okay. And click remove from topic. Uh got it. And refresh the migration default topic. This topics this topic sections answer questions with knowledge. Remove from topic. Okay. Refresh agent and got it. Tell me about H communication. Okay, it is working. Click activate. Ignore and activate. ignore and activate. Your work has been saved. Now let's verify. Okay, let's uh yes, let's go to the next step. Grant access and use the agent. Let's say permission sets and click new. Uh, new grant access. Copy subscription. Save. Okay. Click save. Agent access. here. Agent access. Click edit. Enroll. Click add or searchable. Click save. Edit. Add. Click save. Okay. Click manage assignments. Click add assignments. My name is assignment. Click done. Manage assignments. Add assignment. Uh test person was 33. Next. Assign. Okay. Click done. Use the agent. Okay. Sales app. Okay. a refresh. Click the journal agent and then enter this here. Tell me about Sophia. Okay, let's uh click on contact and submit. Okay, read the summary and uh copy this. Okay, there we go. Click send email and modify. Click send and active. Okay. Send email and then send like activity is email. Okay. Uh verify. Okay. Congratulations. >> Yeah.