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Agentforce agents that plan and execute tasks across Salesforce CRM.

Agents

How it works / How to use

Agentforce agents that plan and execute tasks across Salesforce CRM.

  1. Configure an agent or workflow in Salesforce.
  2. Connect required tools, data, or channels.
  3. Run a test task with clear success criteria.
  4. Monitor outputs and add human review gates.

How to prompt

State goal, inputs, output format, and constraints specific to Salesforce.

Goal: [task].
Tools allowed: [list].
Stop conditions: [criteria].
Require human approval before send.

Best output tips

  • Verify current plans and limits on salesforce.com.
  • Start with a small test project to learn Salesforce workflow limits.
  • Do not invent capabilities—confirm feature availability on the official site.

Try this AI

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Product Details

Pricing, features, limits and latest updates

Salesforce

Agentforce agents that plan and execute tasks across Salesforce CRM.

Paid

Pricing Plans

Enterprise

Custom

Key Features

Automation

automation workflow (salesforce.com).

Agents

agents workflow (salesforce.com).

Ideas / Prompt experiences

Share a prompt that worked for you. Username and email are shown with your submission. External links are not allowed.

Example prompt

Agent workflow spec

Prompt

Goal: [task]. Tools allowed: [list]. Stop conditions: [criteria]. Require human approval before send.

Short explanation

Agent configuration for Salesforce. (salesforce.com)

Example prompt

Integration checklist

Prompt

Systems: [list]. Permissions: [scope]. Output: integration checklist with approval gates.

Short explanation

Secondary Salesforce workflow prompt.

Share your experience

Required fields are marked. Variation, result, and explanation are optional.

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