{"id":9509,"date":"2025-07-17T18:48:10","date_gmt":"2025-07-17T10:48:10","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=9509"},"modified":"2025-07-17T18:48:11","modified_gmt":"2025-07-17T10:48:11","slug":"set-up-agent","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/set-up-agent\/","title":{"rendered":"3 Tips to Set Up Your AI Agent for Better Performance"},"content":{"rendered":"\n<p>When you need help, you want answers fast \u2014 no endless searching or waiting. An AI agent that\u2019s set up with the right knowledge is perfect for the job.&nbsp;<\/p>\n\n\n\n<p>In October 2024, we launched <a href=\"https:\/\/help.salesforce.com\/s\/?d=701ed00000TDWUQAA5&amp;nc=&amp;utm_source=sfdc&amp;utm_medium=blog&amp;utm_campaign=amer_csgaw&amp;utm_content=agentforce_adoption_blog8_cta5_701ed00000TDWUQAA5&amp;utm_term=\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce on Help<\/a> to make it easier for customers to get answers &#8211; fast. Before that, our Help Portal worked just like most support sites: tons of content, search tools, videos, and case submissions. It did the job, but we kept hearing the same feedback:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There\u2019s too much information.<\/li>\n\n\n\n<li>It\u2019s hard to find the answer quickly.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>We knew we needed something better. Enter <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/agentforce-agents-quick-look\/discover-agentforce-agents\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce<\/a> \u2014 a digital teammate designed to deliver instant, relevant answers.<\/p>\n\n\n\n<p>Of course, just like any new employee, Agentforce had a lot to learn. Some lessons were smooth, while others gave us valuable insights. Here\u2019s what we got right, what we had to rethink, and the key takeaways from our journey.<\/p>\n\n\n\n<div class=\"layout-four wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><strong>D-I-Why? Deploy AI agents faster with Agentforce<\/strong><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Building and deploying autonomous AI agents takes time. Agentforce, the agentic layer of the Salesforce platform, can reduce time to market by 16x compared to DIY approaches \u2014 with 70% greater accuracy, according to a new Valoir report.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_self\" href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/accelerate-agentic-ai\/\">Read the report<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-four.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-four.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-four.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-set-up-your-ai-agent-like-you-would-a-new-hire\">1. Set up your AI agent like you would a new hire<\/h2>\n\n\n\n<p>When you onboard a new employee, you don\u2019t just throw them into the deep end and hope they figure it out. You give them the right resources. You guide them.<\/p>\n\n\n\n<p>That\u2019s exactly how we approached Agentforce.<\/p>\n\n\n\n<p>We started by pulling 740,000 pieces of content from our Help Portal &#8211; product documentation, release notes, and knowledge articles &#8211; and hydrated it into <a href=\"https:\/\/www.salesforce.com\/ap\/data\/\">Data Cloud<\/a>. This became Agentforce\u2019s foundation for responses.<\/p>\n\n\n\n<p>But content alone wasn\u2019t enough. Agentforce needed to understand how to apply that knowledge in real-world conversations. So, using <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/introduction-to-agent-builder\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce Builder<\/a>, we created topics and actions that would enable it to function as a true digital teammate.<\/p>\n\n\n\n<p>One of these topics, global instructions, set key parameters: defining that Agentforce is part of Salesforce, the voice and tone it should use, and how to structure its responses.<\/p>\n\n\n\n<p>With these parameters in place, Agentforce could interpret, prioritise, and refine information dynamically \u2014 ensuring every response was relevant, accurate, and aligned with customer needs.<\/p>\n\n\n\n<p><strong>Pro Tip:<\/strong> Data is just the starting point. Continuous learning and iteration are what turn a digital assistant into a true teammate.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-smart-guardrails-not-roadblocks\">2. Smart guardrails, not roadblocks<\/h2>\n\n\n\n<p>Setting up your AI agent isn\u2019t just about what it should do &#8211; it\u2019s just as important to define what it shouldn\u2019t do.<\/p>\n\n\n\n<p>We set <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/agentforce-agent-planning\" target=\"_blank\" rel=\"noreferrer noopener\">guardrails<\/a> to ensure Agentforce only answered questions related to Salesforce and knew when to redirect users to official resources or seamlessly hand off to a support engineer when needed &#8211; because AI works best when it enhances, not replaces, human expertise.<\/p>\n\n\n\n<p>But here\u2019s what we didn\u2019t expect: if the guardrails were too strict, Agentforce would just\u2026go silent.<\/p>\n\n\n\n<p>For example, we initially restricted discussions on competitor products. Makes sense, right? But when a customer asked, \u201cHow do I integrate a competitor with Salesforce?<em>\u201d<\/em> \u2014 Agentforce simply stopped responding. Not because it lacked content, but because it was blocked from addressing the topic entirely.<\/p>\n\n\n\n<p>So, we adjusted our approach. Instead of outright blocking topics, we configured Agentforce to recognise when a question fell outside its scope and guide users to the appropriate Salesforce resources. We also reinforced its role as a Salesforce support engineer, ensuring every interaction stayed aligned with our brand and connected customers to the right help when they needed it.<\/p>\n\n\n\n<p><strong>Pro Tip:<\/strong> Overly strict rules can make an AI agent unhelpful. Focus on guiding conversations rather than blocking them outright.<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">The one factor that defines AI agent success<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">AI agents are about to change everything. But bad data is their junk food. Nourish them with clean, complete, connected data. Here&#8217;s how.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/data-centric-ai\/\">Read the blog<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-start-small-then-scale-fast\">3. Start small, then scale fast<\/h2>\n\n\n\n<p>When we first launched Agentforce on Help, we kept it small &#8211; rolling out to a small group of authenticated users.&nbsp;<\/p>\n\n\n\n<p>Why? Because, honestly, we wanted to be intentional in our approach. We weren&#8217;t sure how it would perform in the real world. Would it get things wildly wrong? Would it make up answers? Would screenshots of bad responses end up on Reddit? We didn\u2019t know.<\/p>\n\n\n\n<p>We had tested it thoroughly, but there\u2019s nothing like real-world use to show you where things can go sideways.&nbsp;<\/p>\n\n\n\n<p>Once we saw how Agentforce handled real conversations, we made adjustments in Agentforce Builder, and expanded access step-by-step.&nbsp;<\/p>\n\n\n\n<p>As we scaled and usage grew, we saw gaps in certain areas &#8211; like developer-related questions. The content wasn\u2019t there. So we expanded its knowledge base, adding <a href=\"https:\/\/developer.salesforce.com\/?d=701ed00000TDZH2AAP&amp;nc=&amp;utm_source=sfdc&amp;utm_medium=blog&amp;utm_campaign=amer_csgaw&amp;utm_content=agentforce_adoption_blog8_cta6_701ed00000TDZH2AAP&amp;utm_term=\" target=\"_blank\" rel=\"noreferrer noopener\">Developer Portal<\/a> content, Slack content, and more. Now, Agentforce could answer developer questions much better, giving more precise and relevant responses.<\/p>\n\n\n\n<p>Today, Agentforce handles hundreds of thousands of conversations per week \u2014 and we\u2019re still modifying it based on feedback.&nbsp;<\/p>\n\n\n\n<p><strong>Pro Tip<\/strong><strong>:<\/strong> Don\u2019t launch at full scale right away. Start with a limited audience, listen to feedback, and refine your prompts and actions before expanding.&nbsp;<\/p>\n\n\n\n<div class=\"layout-astro wp-block-salesforce-blog-related-trail\">\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-cloud-layout-astro.png\" alt=\"\">\n\n\t\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__background\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-background-layout-astro.png\" alt=\"\">\n\n\t<div class=\"related-trail__wrapper\">\n\t\t<div class=\"related-trail__content\">\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 345.8 82.8\" aria-hidden=\"true\" class=\"related-trail__logo\"><path fill=\"#1d3767\" d=\"M96.6 33h9v22.6h4.8V33h8.8v-4.3H96.6zm49.8 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\/><\/svg>\n\t\t\t<h2 class=\"wp-block-related-trail__title\">Agentforce: Agent Planning<\/h2>\n\t\t\t<p>Learn best practices for planning an effective, trusted AI agent.<\/p>\n\t\t\t\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/agentforce-agent-planning\" target=\"_blank\" rel=\"noreferrer noopener\">Start learning<\/a><\/div>\n\n\t\t<\/div>\n\t\t<div class=\"related-trail__mock\">\n\t\t\t<div class=\"related-trail__points\">+500 points<\/div>\n\t\t\t<div class=\"related-trail__eyebrow\">Module<\/div>\n\t\t\t<p class=\"related-trail__trail-title h3\">Agentforce: Agent Planning<\/p>\n\t\t\t<p class=\"related-trail__trail-description\"><\/p>\n\t\t\t<div class=\"related-trail__actions\">\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 10 10\" aria-hidden=\"true\"><path fill=\"#747474\" fill-rule=\"evenodd\" d=\"m4.93.69.88 2.88c.04.12.16.18.27.18h2.89c.29 0 .4.38.17.56L6.79 6.04c-.1.07-.13.2-.1.32l1.12 2.96c.08.27-.2.5-.44.33L4.85 7.77c-.1-.08-.23-.08-.34 0L1.97 9.65a.29.29 0 0 1-.45-.33L2.6 6.36a.3.3 0 0 0-.1-.32L.17 4.3c-.23-.18-.1-.56.17-.56h2.89c.13 0 .23-.04.27-.18l.9-2.9c.08-.27.46-.25.54.02Z\" clip-rule=\"evenodd\" \/><\/svg>\n<\/div>\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 9 5\" aria-hidden=\"true\"><path fill=\"#747474\" d=\"M4.16 4.5.26 0h7.8z\" \/><\/svg>\n<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__foreground\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-foreground-layout-astro.png\" alt=\"\">\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__parks\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-parks-layout-astro.png\" alt=\"\">\n\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-keep-refining-keep-improving\">Keep refining, keep improving<\/h2>\n\n\n\n<p>Agentforce, like any new employee, is always learning.&nbsp;The biggest takeaway? Iteration is everything.&nbsp;<\/p>\n\n\n\n<p>The best thing we did was stay hands-on after the launch \u2014 updating knowledge sources, and grounding our AI in customer data.&nbsp;With the right data, smart configuration, and a thoughtful rollout strategy, AI can become a powerful customer success asset.<\/p>\n\n\n\n<p>Now it\u2019s your turn.\u00a0Ready to <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/agentforce-agent-planning\" target=\"_blank\" rel=\"noreferrer noopener\">set up your AI agent?<\/a> Start by refining your data sources, testing responses, and iterating based on real conversations. The more you iterate, the better it works \u2014 for you and your customers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover how we used high-quality data and smart guardrails to set up our AI Agent to be a game-changer for customer service.<\/p>\n","protected":false},"author":147,"featured_media":9508,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"d8f1cb0e96644c87bf7ebcfbAP","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[77,211,540,162,18,14,23,599,665],"sf_content_type":[],"coauthors":[307],"class_list":["post-9509","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-best-practices","sf_topic-data-culture","sf_topic-data","sf_topic-developer","sf_topic-digital-transformation","sf_topic-it","sf_topic-artificial-intelligence","sf_topic-admin","sf_topic-agentforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Set up AI Agents for Success: Lessons from Agentforce - Salesforce<\/title>\n<meta name=\"description\" content=\"Learn how to set up an AI agent for better performance. Get key strategies and tips from Salesforce&#039;s experience with Agentforce on Help.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/set-up-agent\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Tips to Set Up Your AI Agent for Better Performance\" \/>\n<meta property=\"og:description\" content=\"Learn how to set up an AI agent for better performance. 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