Agentforce · Agent Builder3 tasks
Build Account Planning Agents
Build an Agentforce agent that researches an account and drafts an account plan for sales reps.
Method
How MeshMesh does it
- Reads the Account Planning recipe and its reference Apex classes.
- Checks the org: confirms the AccountPlan object, the standard fields and the custom Account fields the recipe needs exist. It also checks that no conflicting agents exist and that authoring bundles are supported.
- Drafts a phased plan covering Apex deployment, Agent Script authoring, publish and activate, then verification.
- Builds the agent, then deploys and activates it in the org.
- Works around errors as they come up. For example, it hit a duplicate-value error on insert and updated the existing record instead.
- Rewrites the build recipe so it does not depend on one implementation and publishes a reference package for reuse.