Agentforce
Agents that take real action — topics, custom Apex actions, grounding, the Einstein Trust Layer, and evals. Written while shipping a live, deployed agent.
Grounded Actions: Designing a Multi-Turn Agentforce Flow That Actually Does Things
A walkthrough of a real, deployed Agentforce service agent: four grounded Apex actions, a multi-turn flow from 'who are you?' to a logged Case, and the habits — bulk-safe services, user-mode queries, mock-first testing — that kept it honest and affordable.
The Agentforce Planner: How Your Agent Decides What to Do
Topics, actions, and grounding are the parts — but something has to choose which action to run for each request. That something is the planner. Here's how an Agentforce agent actually decides, explained for beginners.
Fixing Agentforce 'Actions: 0' When Your Custom Apex Actions Don't Show Up
Your custom Apex agent action is deployed, but the Agentforce planner shows 'Actions: 0' and never calls it. Here's why the UI and metadata get out of sync — and the reliable fix.
Testing Your Agentforce Agent: Why and How
Agents are non-deterministic and customer-facing, so testing isn't optional — here's how to test, watch the planner, and refine until your agent is reliable.
Einstein, Copilot, Agentforce: Making Sense of Salesforce AI Names
Einstein, Copilot, Agentforce — the Salesforce AI names overlap and change, so here's a clear mental map of what each one actually means.
Building Your First Agentforce Action Without Writing Apex
You don't need to be a developer to give an Agentforce agent a real, working capability. Here's how to build your first action with Flow — the concept, the steps, and the beginner traps to avoid.
Prompt Templates in Salesforce: Reusable AI Instructions
Prompt templates turn one-off AI requests into reusable, grounded instructions — here's why they bring consistency and governance to your generative AI.
Grounding Explained: How to Stop Your AI Agent From Making Things Up
Grounding ties your Agentforce agent to real org data so it answers from facts instead of guessing — here's how it works and why it builds trust.
Topics and Instructions: Teaching Your Agent What It's For
Topics define what your Agentforce agent can help with, and instructions guide how it behaves — here's how clear scope keeps it reliable.
What Is Agentforce? A Plain-English Introduction for Salesforce Beginners
Agentforce is Salesforce's big bet on AI agents — but what is an 'agent,' really, and how is it different from a chatbot? A jargon-free introduction with the four ideas you need.