Agentforce · Agentforce Lead Nurturing

Build Lead Nurturing Agents

The user gets an Agentforce agent that qualifies leads and follows up with them by email, along with the setup, Flows and demo material around it.

6 tasks
Method

How MeshMesh does it

  1. Discovers the org and revises the plan to fit it, for example by using only out-of-the-box capabilities with no custom Apex.
  2. Builds the agent with Agent Script. This means scaffolding an authoring bundle and writing a topic with an Apex-backed action, backed by an Apex service with a test class.
  3. Deploys the supporting metadata: the plugin, planner bundle, bot and bot version, a permission set, email templates and Flows.
  4. Fixes metadata errors along the way.
  5. Validates, publishes and activates the agent when the org allows it.
  6. Stops where a person must act. Examples are activating the agent in Agentforce Builder when browser authentication blocks it, or redeploying after an expired session.

For the next step in the same area, see Configure Agentforce SDR Agents. For related work that fits no single capability, see Agentforce Lead Nurturing: area-level work. For the wider cloud, see the Agentforce overview.

Agentforce Lead Nurturing

Related capabilities