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Mastering Automation with Agentforce

Join us for an exciting session on ‘Mastering Automation with Agentforce’ where we’ll delve into how you can automate complex business processes seamlessly. This interactive workshop is perfect for Salesforce developers looking to enhance their skills and efficiency using Agentforce tools.

Agentforce as an automation tool

Agentforce can simplify complex business processes

  • Complex Decision Making: Processes that require human-like judgment that require language understanding
  • Difficult to maintain rules: Processes burdened by large, complex rule sets. They have grown so complicated that modifying them is expensive and prone to mistakes.
  • Heavy reliance on unstructured data: Contracts, Agreements, Process driven from reading and understanding documents.

Mastering Automation with Agentforce

Automating Complex Business Process With Agentforce

Traditional Workflows vs Agentforce

Traditional WorkflowsAgentic workflow built with Agentforce
Hard to maintain as the logic between different automation can interfere easilyFor a conversational interface, the business logic stays close to the user interface
Requires developers and documentation to uncover the process and the systemNon technical users can clearly understand the system
Junior developers can find it harder to follow principles of single responsibilityForces to think actions in terms of Single Responsibility Principle
Requires developers to agree upon an
architecture to keep code manageable
System has clear separation based on
the jobs to be done
Cannot be used if the process requires
reading unstructured data
Uses AI and reasoning to understand
unstructured data
As the logic grows the system becomes
hard to test and manage
Complex logic is broken down into
smaller focused actions with natural
language used to write orchestration

Considerations

  • Critical business process should be written as deterministic process using Apex and Flows.
  • Use filters and variables to if determinism is the goal
  • Test all nondeterministic and deterministic logic. Write Apex tests and use Testing
    Center for testing with Evals

Apex Hours
Apex Hours

Salesforce Apex Hours is a program of the community, for the community, and led by the community. It is a space where Salesforce experts across the globe share their expertise in various arenas with an intent to help the Ohana thrive! Join us and learn about the apex hours team.

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