We can create custom Agentforce Agent actions using the Apex Rest Resource apex classes. This helps in reusing the existing Apex Development for the Agentforce Agent implementation. Steps: 1. Install ....
Salesforce Einstein Discovery predicts outcomes and also suggests actions that you can take to improve the predicted outcomes. Permission Sets: 1. CRM Analytics Plus Admin 2. Manage Einstein Discovery Steps: ....
"Notify contact on case close" should be enabled so that the email notification will be sent when the Case is closed. Steps: 1. Create an Email Template. Sample Email Template: ....
Salesforce Agentforce Sales Coach assist the Sales Representatives for seamlessly closing the deals/opportunities. Steps: 1. Go to the "Agentforce Sales Coach" in the Salesforce Setup. Complete all the provided steps. ....
Salesforce Agentforce Service Planner Lightning Component is an assistive agent that helps service representatives to resolve the cases faster with real-time case summaries and step-by-step resolution guidance or suggestions. Note: ....
Salesforce Einstein Lead Scoring helps us to prioritize the Leads that have the best chance of successful conversions. Sales reps can work on work on Leads that have high chances ....
onEmbeddedMessageSent event can be listened to check whether a specific message was sent. The event payload contains more useful information like the exact message, who sent the message(agent, user, etc), ....
The GraphQL wire adapter can be used to fetch/retrieve and display Custom Metadata Type records in Salesforce Lightning Web Component without using Apex. Sample Custom Metadata Type: Sample Lighting Web ....
Salesforce Einstein Forecasting improves the Opportunities forecasting accuracy with predictions based on the past Opportunities data. Steps: 1. Go to "Einstein Forecasting" in Salesforce Setup. 2. Toggle On "Einstein Forecasting". ....
We can make use of Google Vertex AI Agent Builder to build a Chat that can make use of your Website information to answer. We can avoid human agents interactions ....