Build trusted, intelligent AI agents for your channel revenue operations with Agentforce. Create a new agent or enable an Agentforce template, define capabilities such as rebate management and payout processing, and tailor topics and actions to complete your setup.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing and Agentforce 1 Automotive Editions. Requires each user to have the Agentforce for Manufacturing add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To enable Agentforce: |
Manage AI Agents AND the required permissions for your agent type OR Customize Application |
Before you begin, set up Einstein Generative AI and enable Agentforce.
-
Enable Manufacturing Generative AI.
- From Setup, in the Quick Find box, enter Manufacturing Generative AI, and then select Manufacturing Generative AI.
- Turn on Manufacturing Generative AI.
- Assign the required permission sets to users.
- Manage topics for your agent. Topics help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. You can add standard topics to an agent from the asset library and create custom topics.
- Manage actions for your agent topics. Actions help agents use Salesforce Platform capabilities, such as flows, prompt templates, Apex, and APIs. You can add actions to topics, create custom actions, and customize standard actions.
- Define variables to control how your agent uses topics and actions and to provide more information about a conversation.
- Create an agent from a template. All Agentforce templates currently available for Channel Revenue Management are Agentforce Employee Agent (AEA) templates. Use these predefined agent templates in Channel Revenue Management to support your business operations.
- Activate your agent