Create an Object and Flow | Setup with Agentforce for Admins

#salesforce #salesforcecertification #trailhead Setup with Agentforce for Admins Let’s see how you can create a custom object with several fields through a simple conversation with the Setup agent. Spend some time thinking through what you want your custom object to do and what fields it should have. After some planning, you come up with this plan: Custom object: Beach Rental Custom fields: Equipment ID (text) Guest (lookup to Contact) Type (picklist with values Snorkel, Paddleboard, Surfboard, and Kayak Continuing your previous conversation with the agent, copy and paste the following: Create a new custom object named Beach Rental that will be used for tracking beach equipment rentals. Include custom fields: Equipment ID, Guest (lookup to Contact), Type (picklist values: Snorkel, Paddleboard, Surfboard, Kayak). Reuse the existing Contact object for the lookup. Copy to Clipboard Create a new custom object named Beach Rental that will be used for tracking beach equipment rentals. Include custom fields: Equipment ID, Guest (lookup to Contact), Type (picklist values: Snorkel, Paddleboard, Surfboard, Kayak). Reuse the existing Contact object for the lookup. The agent suggests a proposed data model. A conversation with the Setup agent, displaying a proposed data model for the custom object. While reviewing, you realize it would also be helpful to have a field that tracked whether the equipment was in use or in the shop. To modify the custom object, copy and paste the following: Add a custom field called Status (picklist values: Rented, Returned, Damaged). Copy to Clipboard Add a custom field called Status (picklist values: Rented, Returned, Damaged). Now the custom object fits all the business requirements. Click Confirm to create the object. The continued conversation with the Setup agent, displaying a confirmed and created custom object. Nice work! If you did this task manually, it would have required dozens of clicks to create the custom object and all its fields. Thanks to Setup with Agentforce, you were able to create the custom object with a fraction of the effort. Create a Flow To finish off this task, you create a flow that thanks the guest after they return the rental equipment. Start off a new conversation with the agent from Setup Home. Copy and paste the following: Create a record-triggered flow named “Thank You Email on Beach Rentals Return” that starts when a Beach Rentals record has Status changed to Returned. It should send a thank you email to the contact in the Guest field. Copy to Clipboard Create a record-triggered flow named “Thank You Email on Beach Rentals Return” that starts when a Beach Rentals record has Status changed to Returned. It should send a thank you email to the contact in the Guest field. The Setup agent confirms the specifications of the flow it plans to create. The flow looks good, so click Confirm. The agent creates and deploys the flow. Click the provided link to navigate to Flow Builder. 00:00 Introduction 00:29 Ask the Setup Agent for Help 01:06 Create a Custom Object 03:13 Create a Flow