AgentforceBuilder | Salesforce Trailblazer Community

Setup with Agentforce

Just wrapped up the Setup with Agentforce Quest and honestly, it's changed how I think about doing admin work in Salesforce.

What stood out most was how it handles permission and access troubleshooting — instead of manually digging through profiles, permission sets, and sharing rules to figure out why a user can't see something, I just asked and got a clear answer. That alone saves a ton of time.

I also liked that it doesn't just make changes on its own — it shows a preview first and waits for confirmation, so I always know exactly what's about to happen before it happens.

Would recommend every admin try this Quest — it genuinely makes day-to-day Setup work easier.

#Agentforce #Salesforce Developer #AgentforceBuilder #SetupWithAgentforce #SFSweepstakes

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8月14日 16:38

Unable to Find Agent Request in Agentforce – “Deploy an Agent in Slack”

Hi Trailblazers,

I’m currently working on the Trailhead module “Deploy an Agent in Slack.”

As part of the exercise, I’m trying to find the Agent Request under Tools & Settings → Organization Settings → Salesforce →Agentforce. However, when I open Agentforce, the Needs Review tab shows “0 requests” and “No requested agents.”

I have attached a screenshot showing what I’m seeing.

Could someone please help me understand:

Why is the Agent Request not appearing?
Is there any additional setup or permission required?
Do I need to complete any specific step in the Trailhead module before the request appears?

Any guidance would be greatly appreciated. Thank you!

Unable to Find Agent Request in Agentforce – “Deploy an Agent in Slack”

#Salesforce #Trailhead #Slack #AgentforceBuilder

1 件の回答

Keiji Otsubo
8月19日 20:59
Hi ,

Please check this article.

https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000gR8cp0AC

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8月18日 9:31

Does Agentforce Analytics in Agentforce Studio require a Data Cloud license

We are evaluating Agentforce Analytics in Agentforce Studio and would like to understand the licensing requirements. Is a Data Cloud license

required to use Agentforce Analytics, or can it be used with standard Agentforce licenses? If Data Cloud is required, which specific Data Cloud permissions, editions, or features are needed?

#Agentforce #AgentforceBuilder #Analytics

3 件の回答

Liza Daniel
8月19日 9:19
It would be helpful to know whether standard Agentforce licensing covers the basic analytics features or if Data Cloud is required.
A clear breakdown of the required edition, permissions, and specific Data Cloud features would make the licensing decision much easier.

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8月15日 2:02

Help me to fix the error ,

#Agentforce #AgentforceBuilder

1 件の回答

Kundan Kumar Jha (Infosys)
8月15日 6:53
Hey Karthick,

The errors in your second screenshot tell you exactly what's wrong:

"Action input 'Guests' in 'Create_Experience_Session_Booking' has primitive type 'number' and does not require 'complex_data_type_name'"
"Action input 'startDate' in 'Get_Sessions' has primitive type 'date' and does not require 'complex_data_type_name'"

Basically, someone (or the auto-generation) set a complex_data_type_name on these two inputs, but that field is only meant for object or list[object] type inputs. Since Guests is a number and startDate is a date, both primitive types, that field should be empty for them.

Fix:
1. Open the Create Experience Session Booking action, find the Guests input parameter, and clear out the complex_data_type_name value, leave it blank
2. Do the same for the startDate input in the Get Sessions action
3. Save, then check the Problems panel again, the 2 warnings under it are worth reviewing too but the 3 errors should clear once these two inputs are fixed

These usually come from the action being generated off a Flow or Apex class where the parameter metadata got mismatched. If you're pulling these actions from a Flow, double check the Flow's input variable data types match what's expected (number/date, not a record/object type) before regenerating the action.

Reference:
https://help.salesforce.com/s/articleView?id=ai.agent_actions_flow.htm&language=en_US&type=5

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8月1日 19:38

Set Up Service Assistant challenge fails: 'We can't find the agent named Agentforce Service Assistant' - New Builder only

I'm working on the "Set Up Service Assistant" challenge in the Agentforce Service Assistant module. The challenge validator says it can't find the agent named 'Agentforce Service Assistant', but the agent exists in the org with:

Agent Name: Agentforce Service Assistant
Developer Name: Agentforce_Service_Assistant
Type: Service Agent
Status: Active

The legacy Agentforce Builder is not available in this playground (it redirects to the new Builder). I created the agent using the new Builder with the "Agentforce Service Assistant" template. The validator still fails.

Has anyone solved this? Is there a specific step needed when using the new Builder?

Set Up Service Assistant challenge fails: 'We can't find the agent named Agentforce Service Assistant' - New Builder only

#Trailhead Challenges #AgentforceBuilder

2 件の回答

Simon Mort (VISEO)
8月4日 7:59
I had the same issue, you can start with the new builder but then you need to select Agentforce Service Assistant, not the Agentforce Service Agent and it will revert to the classic builder once you make that selection. I chose Agentforce Service Agent initially and it failed validation but I rebuilt it using the Agentforce Service Assistant option and it validated successfully.

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7月28日 15:44

Has anyone worked on the "Configure and Activate Your Sales Coaching Agent" module as part of the "Become an Agentblazer Innovator 2026" track? I'm finding it very difficult; the real issue is that the course instructions are designed for a playground using the old version of Agent Builder, whereas the playground provided by the module uses the new version. Consequently, many things don't match up, making it impossible to complete the module successfully.

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5月21日 16:31

We added Agentforce support to Power BI Connector for Salesforce

Dear Trailblazers,

We just shipped Agentforce integration for our Power BI Connector for Salesforce, and wanted to share it here in case it's useful for anyone building Salesforce reporting workflows with Power BI.

Power BI Connector for Salesforce is an AppExchange app that lets you define datasets inside Salesforce, selecting objects, fields, and filters, and then load them into Power BI via Power Query. No row limits, incremental refresh, standard Salesforce permissions respected.

The value of adding Agentforce here is that you no longer need to know the Salesforce data model upfront to build a useful dataset. You describe what you want to report on and the agent handles the schema decisions.

The integration adds an Agentforce subagent that works in two modes:

Advisory — Ask it things like "What Salesforce objects and fields should I use to build a sales pipeline report?" and it recommends objects and fields with reasoning, without creating anything.
Creation — Ask it to "Build me a Power BI dataset for lead conversion by source this quarter" and it walks through object selection, field preselection, optional SOQL filters, asks for confirmation, then creates the data source and hands you the Power Query formula to paste into Power BI Desktop.

Setup is currently manual: three Actions, a Subagent, and an Agent configured in Salesforce Setup. A dedicated AppExchange extension is in the works that will replace the manual flow.

We added Agentforce support to Power BI Connector for Salesforce Dear Trailblazers, We just shipped Agentforce integration for our Power BI Connector for Salesforce, and wanted to share it here in cas