In this Blog Post, we are going to see how to handle Salesforce Agentforce to Human Agent transfer only during Business Hours. Prerequisites: Please do the following configuration steps shared ....
Prerequisites: Please complete the Lightning for Gmail configuration. https://www.infallibletechie.com/2018/07/lightning-for-gmail-in-salesforce.html Output: Reference Article: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_everywhere_with_gmail_int_copilot.htm&type=5&release=252 https://youtu.be/S2bgvWnvhvc
For Salesforce Agentforce Data Library to include citations, please enable"Show Sources" for the knowledge sources. Go to Agents in Salesforce Setup. Open the Agentforce Agent in the Builder. Go to ....
In this Blog Post, I have used Agentforce Apex Agent Action to invoke the Google Gemini API for general searches. Sample Apex Class: public class GeminiAPIController { @InvocableMethod( label = ....
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 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: ....
In order to route the WhatsApp Messages to the Salesforce Agentforce Agent, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow element and ....
In order to route the SMS Messages to the Salesforce Agentforce Agent, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow element and ....
We can securely and seamlessly access the Salesforce Agent APIs from Lightning Web Component using Apex. Salesforce Agent API Setup: https://www.infallibletechie.com/2025/02/salesforce-agent-api.html In order to store the Consumer Key, Consumer Secret, ....