Category: Step-by-Step Guides

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.
Agentforce

Step-by-Step Guide to Sales Email Prompt Template

Discover how to quickly craft personalized, effective sales emails in Salesforce using AI-powered Sales Email Prompt Templates. Follow our step-by-step guide to get started
Agentforce

Step-by-Step Guide to Flex Prompt Template

A Step-by-Step guide to configuring & using Flex Prompt Template in Prompt Builder and Agent Custom Action in Salesforce in just under 15-20 minutes.
Agentforce

Step-by-Step Guide to Field Generation Prompt Template

A Step by Step Guide on How to Use Field Generation Prompt Template to generate values for a field using Prompt Builder in Salesforce
Agentforce

Step-by-Step Guide To Einstein Copilot Agent Standard Actions

Discover Einstein Copilot Standard Actions: Automate tasks and access insights for smarter decision-making.
Blog Posts

How to Setup External Client Apps with OAuth Client Credentials Flow

Here is a Step by Step Guide on How to Setup & Test External Client Apps with OAuth Client Credentials Flow in Salesforce
Blog Posts

How To Send Outbound Message From Flow in Salesforce

A step-by-step guide on how to send outbound message from Flow in Salesforce. Won't take more than 10-15 minutes to configure & test.
Blog Posts

Step by Step Guide to Setting Up Email-To-Case in Salesforce

A step-by-step guide on how to setup email-to-case in Salesforce to turn emails into cases and inject it in your support queue to track and ...
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