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Mastering Agentforce: Step-by-Step Guide to Agentforce Data Library Using Files – Learn how to upload and use files with AI-powered conversational agents in Salesforce.

Step-by-Step Guide to Agentforce Data Library Using Files

Step-by-step guide to Agentforce Data Library using Files in Salesforce. Convert your company’s documents into searchable content and make it accessible through human-like chat interface.
Title slide for Mastering Agentforce guide showing an overview of Agentforce components including Agents, Topics, Actions, and Prompts, with Agentforce branding.

Overview of Agentforce Components: Agents, Topics, Actions & Prompts

Learn how Einstein Copilot & Prompt Builder work together within Salesforce to bring powerful automation and AI capabilities to your Org.
How to Sign Up & Set Up Agentforce Developer Edition Org - Presentation Thumbnail

How to Sign Up & Set Up Agentforce Developer Edition Org

Learn how to access and enable Agentforce features in a developer edition org. Follow our detailed step-by-step guide to get started today.

TRAINING COURSES

self-paced

Master the Future of Automation in Salesforce

self-paced

A Course for ALL Salesforce Professionals

1 MINUTE TIPS

#SalesforceSummer25 – Pinch and Zoom Your Way Through Flow Builder

#SalesforceSummer25 Flow Builder now supports pinch-to-zoom gestures, making it easier to navigate and manage complex flows using trackpads or touchscreens.

#SalesforceSummer25 – Instantly View a User’s Permission Sets, Groups, and Queues in One Click

#SalesforceSummer25 Streamline user access reviews with the new “View Summary” button in Salesforce. See permission sets, groups, and queues all in one place.

#SalesforceSummer25 – Refresh Individual Dashboard Widgets Without Reloading Entire Dashboard

#SalesforceSummer25 Save time by refreshing individual dashboard widgets in Salesforce without reloading the entire dashboard.

#SalesforceSummer25 – Access External Data in Prompt Builder with External Objects

#SalesforceSummer25 Prompt Builder now supports External Objects, allowing Agentforce to access and analyze data from external systems like SAP or Google Sheets.

#SalesforceSummer25 – Add ‘Has Error’ Assertions to Flow Tests for Better Error Handling

#SalesforceSummer25 Add “Has Error” as an assertion in Flow Tests to verify flow error scenarios and improve test coverage in your Salesforce org.

#SalesforceSummer25 – Select Resources Efficiently for More Elements When Adding Fields and Values

#SalesforceSummer25 With this release, Flow Builder makes it easier to select resources with clearer labels for fields and values.

TOOLS & RESOURCES

Useful Resources: Salesforce Events and Conferences

Here is a list of various Salesforce Events and Conferences happening worldwide throughout the year. It includes official Salesforce events and the ones organized by ...

Useful Resources: Mind Mapping Tools

Use a mind mapping tool in Salesforce projects to organize your thoughts and ideas when brainstorming on a problem or solution. Use text, images, colors

Useful Resources: CI/CD Tools

Use a CI/CD tool in Salesforce to help you deliver configuration & code changes frequently, reliably, and automatically. Here is the list of some of ...

Useful Resources: Salesforce Video Channels

Here is the menu of the best and most popular Salesforce Video Channels that you can choose from to learn about Salesforce.
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