Step by Step How To Guides on Salesforce

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Agentforce

How to Sign Up & Set Up Agentforce Developer Edition Org

April 12, 2025

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

Flows

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

April 6, 2025

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 Flows

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

February 8, 2025

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

Prompt Builder

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

January 23, 2025

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

Prompt Builder

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

December 21, 2024

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

Prompt Builder

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

December 7, 2024

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

Agentforce Apex Prompt Builder

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

November 26, 2024

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 GenerativeAI Prompt Builder

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

November 13, 2024

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

Agentforce GenerativeAI Prompt Builder

Step-by-Step Guide to Record Summary Prompt Template

November 7, 2024

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 GenerativeAI Prompt Builder

Step-by-Step Guide to Sales Email Prompt Template

November 6, 2024

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 GenerativeAI Prompt Builder

Step-by-Step Guide to Flex Prompt Template

November 6, 2024

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 GenerativeAI Prompt Builder

Step-by-Step Guide to Field Generation Prompt Template

November 5, 2024

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