How to Create Salesforce Agentforce Demo Org

Step-by-Step Guide to Setting Up Your Agentforce Org in Salesforce

What is Agentforce and Why You Need It?

Step-by-Step Guide to Creating a Free Agentforce Org

Step 1. Sign up for Developer Salesforce Org

• Since Salesforce Agentforce is now a GA product, all you need is to create a free developer edition org. You can do that by going to Salesforce free Trails page.
• Now Select Developer Edition, You can do that by clicking on "Get a Developer Edition" button as given in this image. If you dont see that button, search for Developer Edition, under "Products & Trials" Tab

Step 2. Enable Einstein Generative AI

• Complete the sign up process and login to your developer org
• Move to the Setup Menu

• To enable the Einstein Generative AI, in the Quick Find, search for Generative AI and select Einstein Setup.
• Click on the ‘Einstein Setup’ and toggle the “Turn on Einstein” to ‘On’.

Step 3. Enable Data Cloud (Optional Step)

• This is an optional step. In most of the use cases of Agentforce you need Data Cloud as well. Search for Data Cloud in the Quick Find, click on Data Cloud Setup Home, scroll down to ‘Setup your Data Cloud Instance’, and click on Get Started.

• This is an automated process, and it will take some time, even an hour, to complete setting up the data cloud instance.
• Refresh Data Cloud enable page after some time. Once enabled you will see "Your Home Org Details" Section. That confirms that data cloud is enabled.

Step 4. Create your First Agent

• By enabling Einstein Generative AI, and Data Cloud, your Agentforce is ready to use. Now you can create your first agent.
• Visit the ‘Setup’ again and type ‘Agentforce Agents’ in the Quick Find box.

• Open the Agentforce Agents and turn the toggle to ‘On’.
• Click on "New Agent" Button to create your first agent.

• It will open a new page where you can select the type of agent you want to create. Here Select Agentforce Employee Agent. Agentforce Employee Agent are used to support internal employees. They can only be used inside Salesforce and can not be deployed to any other channels like Salesforce Experience Cloud, Customer's own Websites, Mobile Apps, WhatsApp etc. This agent can assist employees with internal queries and tasks and can trained in any knowledge articles and documents available within the Salesforce org.

Step 5. Assign topics to your agent

• Now agent needs a topic to work on. Topics are the areas of expertise that your agent will focus on. You can assign multiple topics to an agent. Based on Agent Type, there will be some topics by default available. For example, for Employee Agents, General FAQ is pre selected. This topic can handles employee inquiries by reading knowledge articles. Questions like -"What is your return policy?” “How do I fix an issue?” or “What features does a product have?” can we taken care by this agent. Select this topic as it is for now. and click on Next.

Step 6. Customize your agent

• In this tab you can customize your agent by giving it a name, description, define a role for your agent, Company information.In the name add -"CaseCoach ",
  We want our agent to help employees with their queries related to case. So in Description put this -"You help internal employee by answering Case related queries. For Example, How many Cases are there in the org. Give me list of top priority cases, etc.."
  In the Role add this detail - "You are an Case Coach for Employees, Help them on any case related queries."
  At last we need to define what company does. In the Company field add "The company name is SFDC Services. The company provide the salesforce support on doing customizations and admin activities. There are many internal employee that are part of SFDC Services." At the last Click on Next.

Step 7. Select data sources (Optional)

• The advantage of Agentforce is that it can read data from multiple data sources. In this step you can select the data sources from where the agent can read the data directly from a Data Library. This step is optional. You can skip this step for now and click on Create.

Step 8. Add Topic and Asset library

• Now since we want our agent to help employees on Case related queries, so we need to add Case Management topic to our agent. For that click on the Add Topic and Asset library button and select Case Management tab. Select It and Activate your Agent. You can ignore the worning message for now and click on Activate.

Step 9. Give Access to Your User

• To give your user access for the Employee Agent, You need to go to agent builder page and add your profile or permision set and grant access to that agent. The Employeee Agent works on current users context, so the user must have access to the records that the agent is trying to access. For example, if the agent is trying to access Case records, then the user must have access to Case object and records.

Step 10. Test Your Agent

• We are all set now, let go to Service Cloud App, and now you will in the top, you will see Agent Option, Click on it and ask any questions relate to case, for example -"How many cases are created this month?" or "List me top 5 high priority cases". You will see that agent will respond to your queries real time.