Exercise 1: Get Started with Agentforce

In this exercise, you'll use Agentforce to enable agents, and you'll familiarize yourself with Agentforce Builder and Agentforce's standard actions.

Step 1: Enable Einstein

TIP

If you have already enabled Agentforce you can skip to Step 2.

1. Open the Setup Menu and click Setup.s

2. In the Setup Quick Find, search for Generative AI, and select Einstein Setup.

3. Click the Turn on Einstein toggle.

Step 2: Enable Agentforce

1. Open the Setup Menu and click Setup.

2. In the quick find, search for Agents and click Agents (under Agent Studio).

3. Turn on the Agentforce toggle.

   

Step 3 (Optional): Enable Einstein Feedback and Monitoring

TIP

Data Cloud must be provisioned in order to use Einstein Feedback and Monitoring.

1. In the quick find, search for Feedback and click Einstein Feedback and Monitoring Setup.

2. Turn on the Feedback toggle.

3. Turn on the Prompt Builder Usage and Feedback Metrics (Beta) toggle.

4. Turn on the Agent Analytics toggle.

   

Step 4: Create an Employee Agent

Create the Employee Agent with a Template

1. Go back to Agentforce Setup , search for Agents and click Agents (under Agent Studio).

2. Click +New Agent.

3. Select the Agentforce Employee Agent template and click Next.

   

4. Keep the General FAQ topic Added and click Next.

5. Configure the agent as follows:

   Field	Value
   Label	Customer Service Agent
   Description	A virtual assistant dedicated to Coral Cloud Resorts’ Customer Support Team—summarizing guest profiles, drafting personalized responses, updating reservations and cases, and escalating complex issues to live agents as needed.
   Role	Support Customer Service Representatives by retrieving and analyzing guest data, generating and refining communications, automating routine record updates, and recommending next steps to resolve inquiries efficiently.
   Company	Coral Cloud Resorts is a boutique hospitality brand blending luxury getaway experiences with cutting-edge technology.
   Keep a record of conversations with enhanced event logs to review agent behavior	True

Create an assign a Data Library

1. Under Select Data Sources, Click on the Data Library picklist.

2. Select New Library

3. Leave the default values for the Data Space and Library Name

4. Download the following Documents to your computer:

   Coral Cloud Resorts stores various types of information as PDFs in Amazon S3. Check out some of these PDFs below to familiarize yourself with their content:

   • experiences.pdf
   • hotel-policies.pdf
   • valet-services-policies.pdf
   • wedding-planning-guide.pdf

5. Click on Upload Files and select all four documents.

6. Once uploaded, Click Done.

   

7. Click Create to create the Agent.

Your agent has now been created.

Summary

• Turned on Einstein and the Agentforce feature in Setup.
• Created a Customer Service Agent from the Agentforce Employee Agent template.
• Built and assigned a Data Library loaded with RAG-enabled PDFs.

Next, you’ll learn how query unstructured in the following exercise.