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Agentforce Basics

Get to Know Agentforce

+100 Points~10 minsCompleted
Agentforce BasicsGet to Know Agentforce

Topics

  • What Is an AI Agent?
  • The Building Blocks
  • Resources
  • Quiz

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Learning Objectives

After completing this unit, you'll be able to:

  • Explain what an AI agent is.
  • Describe how Agentforce differs from a chatbot.
  • Name the building blocks of an agent.

What Is an AI Agent?

A chatbot follows a script. An AI agent understands what someone wants, decides how to help, and takes action to get it done. Agentforce is the Salesforce platform for building those agents and putting them to work for customers and employees.

An agent conversation where Agentforce updates an opportunity after a customer request
An agent reads the request, picks an action, and updates the record, all in one exchange.
Note
Agentforce agents can work with customers (on your website or in messaging) or with employees (inside Salesforce and Slack). The building blocks are the same.

The Building Blocks

Every agent is built from the same parts. A describes a job the agent can do. Each topic has instructions and a set of s. The agent uses the reasoning engine to decide which topic fits a request and which actions to take.

  • Topics group related work, like order questions or appointment booking.
  • Instructions tell the agent how to behave inside a topic.
  • Actions are what the agent can actually do, such as running a flow or querying records.
Term
Topic
Click to flip
Definition
A category of work an agent handles, with its own instructions and actions.
1 of 3Cannot go back. You are on the first card.
Quick Check

A customer asks an agent to reschedule an appointment. What does the agent use to decide what to do?

Resources

  • Salesforce: What Is Agentforce?
  • Salesforce Help: Agentforce Agents
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+100 Points

1What separates an AI agent from a scripted chatbot?

2Which building block describes a job an agent can do?

Second attempt earns 50 points. Three or more earns 25 points.
Next unit Explore How Agents Work