4 key options in Salesforce’s Agentforce 2.0

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4 key options in Salesforce’s Agentforce 2.0


“The one factor we’re going to do at Salesforce is Agentforce.” That’s what Salesforce CEO Marc Benioff mentioned in September when introducing the AI brokers. This week, the corporate confirmed what meaning by unveiling a considerably upgraded Agentforce 2.0. 

Amongst its new options, 4 stand out:

  • The library of pre-built abilities and workflow integrations for speedy customization.
  • The flexibility to deploy Agentforce in Slack.
  • Enhancements to the Atlas Reasoning Engine.
  • The Agentforce Testing Middle.

Right here’s a take a look at them and the way they can be utilized.

Library of abilities and integrations

This library spans key enterprise functions like CRM, Slack and Tableau, and integrations from AppExchange companions. These ready-to-use abilities simplify the method of constructing tailor-made AI brokers. It eliminates the complicated, time-consuming integration points. The library has pre-built Slack Actions like Create Canvas and Message Channel, which let groups create brokers for his or her Slack workflows.

Listed below are some examples:

  • The CRM Abilities allow you to create brokers to automate and improve buyer experiences. These brokers can do issues like lead nurturing, gross sales teaching, and scheduling service engagements amongst different features. For instance, the Gross sales Growth talent can create brokers that nurture leads primarily based on predefined guidelines. The Gross sales Teaching talent lets brokers actively take part in gross sales calls, offering real-time suggestions to representatives and bettering their efficiency.
  • The MuleSoft integrations let firms use Agentforce throughout their total enterprise ecosystem. For instance, it could possibly join Agentforce to its ERP system to automate order success processes. It could additionally combine with advertising and marketing automation platforms to set off customized e-mail campaigns primarily based on buyer interactions.
  • The AppExchange boosts Agentforce capabilities by letting customers entry specialised abilities created by companions.

Agentforce in Slack

With this, Slack turns into the central level for workers to work together with Agentforce. They’ll entry info, set off workflows and handle duties immediately inside Slack. Which means they don’t have to leap between functions.

Agentforce may also automate duties inside Slack. For instance, Accenture makes use of it to provide workers fast updates on necessary accounts. It helps automate doc retrieval and makes suggestions for fixing enterprise issues. It additionally streamlines proposal creation and visualization and improve worker collaboration, together with offering real-time updates, retrieving paperwork, providing proactive suggestions and creating proposals. 

Dig deeper: SharkNinja embarks on its Salesforce AI journey

Agentforce additionally makes use of Slack Enterprise Search. It learns from conversations in Slack channels and direct messages. This lets brokers present extra related responses and actions primarily based on the context of conversations.

Enhanced Atlas Reasoning Engine

The Atlas Reasoning Engine has been improved with superior reasoning and retrieval augmented era (RAG) so brokers can deal with extra complicated, multistep questions and supply extra correct and exact solutions.

For instance, RBC makes use of Atlas and Information Cloud with Agentforce to assist its monetary advisors. Information Cloud integrates all consumer knowledge right into a unified system, giving advisors a complete view of their shoppers. Atlas can reply complicated consumer questions. It does this by utilizing multistep reasoning. It additionally pulls from RBC’s knowledge and enterprise logic. This helps ship a dependable reply.

There’s an outdated Russian saying, “Belief, however confirm.” The improved RAG capabilities let customers do this by giving inline citations with agent responses. Citing the precise sources used builds belief within the AI’s output. It additionally helps customers examine for accuracy. 

Agentforce Testing Middle

The Testing Middle lets companies check their AI brokers earlier than they’re used. This ensures the brokers observe directions, keep factual and work rapidly. This helps mitigate dangers and ensures brokers carry out constantly and reliably. It additionally gives instruments that make it simpler to check, audit and scale brokers.

Training and preaching

Salesforce is utilizing the know-how internally. It says brokers at assist.salesforce.com now deal with 83% of buyer help queries independently, with human escalations dropping by 50% since implementation two weeks in the past.

“Abruptly, as a CEO, I’m not simply managing human beings, however I’m additionally managing brokers,” mentioned Benioff. “There’s an genuine agentic layer across the platform at the moment. It’s not some imaginative and prescient fantasy sooner or later concept, it’s what is occurring proper now.”



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