MeshMesh from Salesforce
Agentforce

Build Agentforce Grid Workbooks

Set up Agentforce Grid workbooks whose AI columns run over records such as leads, caseloads or call transcripts, and produce summaries, classifications and rollups. Part of the Agentforce overview.

25 tasks
Method

How MeshMesh does it

  1. Checks the seed data and creates the Grid workbook structure.
  2. Deploys the custom fields the grid needs, fixes field-level security so the fields can be used, and loads sample records.
  3. Builds Object and Reference columns and assigns models to the AI columns.
  4. Chains worksheets together: AI analysis per record, then a rollup, then a generated summary email.
  5. Updates and deploys agent action schemas so the builder shows friendly labels, then fixes the navigation tabs and app pages around the workbook.
  6. Runs verification and writes documentation and a demo script.
Products

Products and features it works with

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Features