Agentforce · Agent Builder

Build Sales Assistant Agents

Sellers get an Agentforce assistant that helps with meetings, accounts and day-to-day tasks. It is usually built with Agent Script, Prompt Templates and agent actions.

42 tasks
Method

How MeshMesh does it

  1. Extends an existing seller agent with a new subagent, deploys the Apex classes behind it with passing tests, then publishes and activates the agent script.
  2. Adds safeguards to the agent: a confirmation gate, a guard against ambiguity across accounts, and deterministic action calls.
  3. Converts an existing account insight build into an Agentforce Employee Agent, refactoring the Apex classes, GenAI functions, plugin and permission set around existing custom objects.
  4. Fixes how the agent replies, switching raw JSON and HTML or Markdown output to plain-text messages.
  5. Prepares demo data: aligning record and email dates to the demo date, or cloning a playbook, adding mock emails, a home page filter and a fresh demo meeting.

Once the agent exists, the natural next steps are Test Agentforce Agents and Configure Agent Access Permissions.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.