Salesforce Platform

Audit Agentforce Org Readiness

Check whether an org is ready to run Agentforce, then close the gaps: switch on the right features, connect the data and get agents active.

11 tasks
Method

How MeshMesh does it

  1. Surveys the org with queries and CLI calls, looking at bots, prompt templates, setup records and existing records.
  2. Checks prerequisites such as whether Data 360 is provisioned and whether Agentforce metadata types are available.
  3. Switches on Einstein Generative AI, Agentforce and Data 360 through Setup, or enables Service AI settings through the Metadata API and places a component on the active Case page.
  4. Creates sample accounts, contacts and cases when a demo needs data.
  5. Delivers a scored readiness assessment or a readiness plan, and confirms the org connection with sf org display.

For a broader check of the org beyond Agentforce, see Audit Org Health.