Build with Agentforce

Get hands-on with Agentforce Builder, Data 360, Prompt Builder, and RAG.

Getting Started

Confirm access, set up Agentforce, and prep your org.

Create an agent, add topics and actions, and test in Preview/Simulate.

Ingest CRM + S3 data, unify profiles, and activate unified data back to Salesforce.

Build grounded prompt templates for Pronto storefront and customer-support scenarios.

Ground prompts and agents with unstructured Pronto support documents using retrieval.

Build an internal Merchant Account Manager agent with standard actions and case-management flows.

Activate Salesforce-hosted MCP servers and expose Pronto case-management flows through a custom MCP server.

Configure Service Cloud routing and deploy an embedded agent experience with Experience Cloud.

Turn the Merchant Account Manager Agent into an Agentforce Coworker grounded in unified Data 360 data.