Category: Step-by-Step Guides

Agentforce

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.
Blog Posts

Step-by-Step Guide to Flow Approval Process in Salesforce

An exhaustive step-by-step guide with screenshots to learn how to configure, set up, and test the new Flow approval process from scratch.
Agentforce

Step-by-Step Guide to Creating Custom Action for Agent Using Flow

A Step-by-Step Guide to Learn How to Create Custom Actions for Agents in Agentforce using Salesforce Flows.
Blog Posts

Step-by-Step Guide to Calling Prompt Template from REST API

Learn how to call Salesforce Prompt Templates via REST API to extend Generative AI insights beyond Salesforce.
Blog Posts

Step-by-Step Guide to Calling Prompt Template from Apex

Learn how Agentforce's Prompt Template and Salesforce's Apex programming language can transform your business workflows and enhance efficiency.
Blog Posts

Step-by-Step Guide to Calling Prompt Template from Flow

Discover the power of Prompt Templates and Flows on Salesforce, and how they can automate tasks and leverage AI capabilities.
Agentforce

Step-by-Step Guide to Using Apex Merge Fields in Prompt Template

Discover how to use Apex Merge Fields in Salesforce Prompt Templates to deliver precise, dynamic AI responses tailored to complex business logic and enhance productivity.
Agentforce

Step-by-Step Guide to Using Flow Merge Fields in Prompt Template

Discover how to use Flow Merge Fields in Salesforce Prompt Templates to provide more accurate, context-aware AI responses and boost productivity.
Agentforce

Step-by-Step Guide to Record Summary Prompt Template

Learn how to use Record Summary Prompt Template in Salesforce. Use generative AI to create key information about a record in an easy-to-read format.
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