Agentforce · Agent Builder

Build Sales Pipeline Agents

Get a working Agentforce agent that reads opportunities and helps sellers keep the pipeline healthy, from deal search and deal health checks to coaching on next steps.

22 tasks
Method

How MeshMesh does it

  1. Discovers the org and proposes an approach.
  2. Writes Apex invocable classes to back the agent's actions, such as lead scoring, lead prioritization and opportunity search.
  3. Writes the agent in Agent Script. In one case it used a hub-and-spoke design with several topics. In another it used a router with several subagents.
  4. When a user tests an agent and sends feedback, writes a phased fix plan covering new Apex, a flow update, an Agent Script rewrite, deployment and scenario testing.
  5. Validates and publishes the authoring bundle. It leaves the agent inactive when the user asks or activates it.
  6. Checks the result in the Agentforce Builder in the browser.

Next: Test Agentforce Agents.

Products

Products and features it works with

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

Features