Agentforce · Agentforce Analytics

Configure Agent Analytics

Turn on agent observability and session analytics in an org, so a team can see how its agents perform in dashboards and reports.

27 tasks
Method

How MeshMesh does it

  1. Connects to the org, identifies the agents and takes stock of the existing observability surfaces: dashboards, reports and CRM Analytics apps. It also checks for conversation records.
  2. Assigns the permission sets and turns on or verifies session tracing.
  3. Enables the Tableau Next settings and finds the Agent Analytics Setup page.
  4. Finds where record context lives in the step-level data. Then it builds stream formulas that extract the record id and object name, extends the semantic model, and builds a report that combines Sessions & Intents with record context.
  5. Builds a test Agent Script agent and writes an implementation guide with verification queries.

When the dashboards still show nothing after setup, the next step is Diagnose Agentforce Analytics Visibility.

Products

Products and features it works with

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

  1. 1Agentforce AnalyticsAgentforce5 tasks
Agentforce Analytics

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