MeshMesh from Salesforce
Agentforce · Agentforce Lead Nurturing

Configure Agentforce SDR Agents

Get an Agentforce SDR or prospecting agent set up, grounded in your content, activated and checked in an org, with its data and permissions in place.

68 tasks
Method

How MeshMesh does it

  1. Works through a phased setup guide and drives the setup screens with browser automation.
  2. Builds the agent from the Agent Script template and grounds it with a data library.
  3. Configures the Lead Nurturing agent's re-engagement rules and seeds demo records, email history and call summaries for it to work from.
  4. Activates the agent and checks the full flow: trigger on Lead creation, grounded intro email, grounded reply and a booking link.
  5. When browser automation is blocked, for example by a sign-in screen, writes a guide of manual steps for the user to finish in the Salesforce UI.

The next capability is Build Lead Nurturing Agents.

Products

Products and features it works with

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

  1. 1Agentforce Lead NurturingAgentforce2 tasks
Features
Agentforce Lead Nurturing

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