Exploring Salesforce AI Features: What can Setup with Agentforce Do?

If you found this video helpful, please 🙏 give it a LIKE! 💙 Subscribe for more Salesforce tutorials. Become a member and help support our channel: https://www.youtube.com/channel/UCVky1Vu3apvf35uAqe_Vq5A/join This video will show you which features Setup with Agentforce can help you do to be more efficient as a Salesforce administrator. We will put this feature to the test and ask it to perform a variety of tasks. WE will evaluate whether the agent was able to accomplish the task successfully or if the action should be used with caution. In this demo, we will test Setup with Agentforce on all of the following tasks: • Clone a user • Activate a user • Deactivate a user • Assign a permission set • Create a custom object • Create new fields • Add fields to a page layout • Create a Flow • Create a validation rule • Update field history tracking • Update field-level security Along the way, you will see what Setup with Agentforce does well, where you still need to review or fine-tune the results, and how it fits into a real admin workflow. This video is focused on practical usage, not theory, so you can decide where this tool makes sense in your own org. If you have not enabled Setup with Agentforce in your org yet, check out our initial setup video that will show you all the things you need to do to enable this awesome feature. Salesforce Resources: Configure Setup with Agentforce (Beta): https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_configuration.htm&type=5 Streamline Administrative Tasks with Setup with Agentforce (Beta) https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_beta.htm&release=260&type=5 Blu Tiger Academy Resources: Exploring Salesforce AI Features: How to Enable Setup with Agentforce: https://youtu.be/4nkEXqs7bvI Blu Ninjas Article: https://bluninjas.com/how-tos/salesforce-ai-features-setup-with-agentforce/ CHAPTERS: --------------------------------------------------- 0:00 Intro 0:11 Overview of Video Content 1:02 Create a Custom Object with Setup with Agentforce Requirements 3:24 Make Edits Custom Object Fields 5:07 Review Custom Object Created by Setup with Agentforce 7:25 Test Adding Fields to Page Layout 7:45 Test Updating Field Level Security 8:10 Test changing Record Name Format 8:25 Test Enabling Field History Tracking 8:36 Test Creating a Validation Rule 9:25 Test Creating a Record-Triggered Flow 10:23 Review Flow Created by Setup with Agentforce 13:42 Test Cloning a User 16:22 Test Removing Permission Set from User 17:05 Test Activating a User 17:27 Test Adding Default Account Team Member 17:53 Test Creating a Formula 18:31 Wrap-up All Music on Epidemic Sound: Song: Secret Handshake By: Tigerblood Jewel Song: Mystical Tension By: Dream Cave Song: Boost By: Dream Cave Song: Uncharted Planet By: FormantX Song: There Is No Sequel By: Philip Ayers Song: What We Discovered By: Philip Ayers Song: Critical Thinking By: Philip Ayers About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 14 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity. Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 9 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about. Follow us on LinkedIn and check out our website for other how to articles: LinkedIn: https://www.linkedin.com/in/fernandescheryl/ Blu Tiger Academy on LinkedIn: https://www.linkedin.com/company/blu-tiger-academy Blu Ninjas on LinkedIn: https://www.linkedin.com/company/blu-ninjas/ Blu Ninjas How To's: https://bluninjas.com/how-tos/ #salesforce #salesforceadmin #salesforceohana #salesforceflow #salesoperations #salesforcedeveloper #salesforcetutorial #salesforce