{"id":67019,"date":"2025-04-28T16:16:59","date_gmt":"2025-04-28T06:16:59","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=67019"},"modified":"2025-04-28T16:17:00","modified_gmt":"2025-04-28T06:17:00","slug":"agentforce-4-tips-get-started","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/au\/blog\/agentforce-4-tips-get-started\/","title":{"rendered":"Agentforce: 4 Tips to Get Started"},"content":{"rendered":"\n<p class=\"is-style-section-subheading\">What if every customer interaction felt effortless? Smarter, faster, and more personal? That\u2019s exactly what AI-powered agents like <strong><a href=\"https:\/\/www.salesforce.com\/au\/agentforce\/\">Agentforce<\/a><\/strong> are designed to do. They handle the repetitive stuff so your team can focus on what matters: building real connections and driving results.<br><br><strong>Not sure how to get started? You\u2019re not alone. <\/strong>When we first rolled out Agentforce, we had the same questions. That\u2019s why we\u2019ve gathered our top lessons to help you skip the guesswork and leverage AI agents to drive customers success faster.<br><br>Whether you\u2019re a tech enthusiast or a business leader looking to make an impact, these tips will help you not just meet expectations, but exceed them.<\/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\">How does our Agentforce perform?<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">See how Agentforce powers customer service for Salesforce.<\/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\/au\/agentforce\/case-study\/customer-zero\/?&#038;utm_source=sfdc&#038;utm_medium=blog-360&#038;utm_campaign=corp_blog_promos&#038;utm_content=agentforce_adoption_blog1_cta1&#038;d=701ed00000JCC5hAAH\">View the dashboard<\/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\/au\/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\/au\/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\/au\/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-tip-1-start-with-your-customers-not-the-tech\"><strong>Tip #1: Start with your customers, not the tech<\/strong><\/h2>\n\n\n\n<p>Before diving into Agentforce, take a step back. What does the ideal customer experience look like for your business? Here\u2019s how to frame it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-s-slowing-your-customers-down\"><strong>What\u2019s slowing your customers down?<\/strong><\/h3>\n\n\n\n<p>When we analysed support cases on Salesforce Help, we found most were simple admin questions \u2014 things customers could\u2019ve solved themselves if the info was easier to find. That\u2019s where Agentforce shines: diving into thousands of data points to deliver the most relevant answer in just seconds.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-do-your-customers-truly-value\"><strong>What do your customers truly value?<\/strong><\/h3>\n\n\n\n<p>Speed and personalisation. Our Technical Support feedback showed that quick, accurate responses made all the difference. Agentforce delivers that efficiency in a conversational, easy to understand experience.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-outcomes-do-you-want\"><strong>What outcomes do you want?<\/strong><\/h3>\n\n\n\n<p>More loyalty? Higher sales? Imagine every interaction being relevant, personalised, and available 24\/7. For us, it started where Salesforce customers go to get <a href=\"https:\/\/help.salesforce.com\/s\/\" target=\"_blank\" rel=\" noopener\">support<\/a> with their products. One use case, big impact \u2014 and we scaled from there.<\/p>\n\n\n\n<p><strong>Pro Tip:<\/strong> Dream big, start small. Focus on one achievable use case to build momentum. Agentforce has to learn to grow. It\u2019s part of the process. Starting small with AI agents allows you to identify mistakes and iterate quickly, helping improve performance over time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tip-2-your-data-is-your-superpower\"><strong>Tip #2: Your data is your superpower<\/strong><\/h2>\n\n\n\n<p>AI agents are only as smart as the data behind them, but don\u2019t worry;<em> <\/em>start with grounding on smaller pieces of data and increase over time.<\/p>\n\n\n\n<p>When we prepped for Agentforce, here\u2019s what worked.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-clean-it-up\"><strong>Clean It Up<\/strong><\/h3>\n\n\n\n<p>Remove duplicates, fix errors, and ensure accuracy. Bad data = bad experiences.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-organise-what-matters\"><strong>Organise What Matters<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Personalisation Data:<\/strong> Helps Agentforce tailor responses.<\/li>\n\n\n\n<li><strong>Troubleshooting Data:<\/strong> Speeds up common issue resolution.<\/li>\n\n\n\n<li><strong>Unstructured data or content:<\/strong> Like Help articles and FAQs, delivered dynamically when needed.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connect-it-all\"><strong>Connect It All<\/strong><\/h3>\n\n\n\n<p>Using <a href=\"https:\/\/www.salesforce.com\/au\/data\/\">Data Cloud<\/a>, we unified data sources for a 360\u00b0 customer view\u2014no more silos.<\/p>\n\n\n\n<p>The result? Today, <strong>Agentforce answers over 80% of customer inquiries autonomously<\/strong>, and <strong>only 1% of Agentforce conversations are handed off to a human agent<\/strong>. That\u2019s the power of clean, connected data paired with thoughtful use cases that support your customers\u2019 goals.<\/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 AI Blueprint: Lessons from ANZ business Trailblazers<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">AI is transforming industries faster than ever, delivering more than just efficiencies by driving growth, enhancing customer experiences, and empowering teams. This playbook shares insights from 280+ ANZ executives and seven trailblazing leaders.<\/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\/au\/form\/agentforce\/the-ai-blueprint\/?d=701ed00000N0o62AAB&#038;nc=701ed00000MzaJgAAJ\">Get 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\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\/au\/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\/au\/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\/au\/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-tip-3-your-team-makes-all-the-difference\"><strong>Tip #3: Your team makes all the difference<\/strong><\/h2>\n\n\n\n<p>Agentforce isn\u2019t just plug-and-play, it thrives when your team is ready to support it.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Identify Skill Gaps:<\/strong> Do they need to brush up on AI basics or data strategies?<\/li>\n\n\n\n<li><strong>Invest in Learning:<\/strong> Platforms like <a href=\"https:\/\/trailhead.salesforce.com\/\" target=\"_blank\" rel=\" noopener\">Trailhead<\/a> helped our team learn fast, adapt faster.<\/li>\n<\/ul>\n\n\n\n<p>We also introduced new roles to keep Agentforce running smoothly:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prototyping:<\/strong> Rapid testing to spot gaps early.<\/li>\n\n\n\n<li><strong>Prompt Engineering:<\/strong> Fine-tuning topics and instructions to help Agentforce understand its roles and scope.<\/li>\n\n\n\n<li><strong>Response Evaluation:<\/strong> Regular reviews to ensure accuracy and ethics.<\/li>\n<\/ul>\n\n\n\n<p>When your team has the right skills, Agentforce isn\u2019t just effective \u2014 it keeps getting better.<\/p>\n\n\n\n<h2 class=\"wp-block-heading is-style-intro-paragraph\" id=\"h-tip-4-build-your-agentforce-playbook\"><strong>Tip #4: Build your Agentforce playbook<\/strong><\/h2>\n\n\n\n<p>Think of this as your roadmap for scaling success. Here\u2019s what it should include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Environment Strategy:<\/strong> Set up data pipelines, governance, and security. Trust is key, so we follow the agentic AI <a href=\"https:\/\/www.salesforce.com\/au\/news\/stories\/responsible-agentic-ai-guidelines\/\">guiding principles<\/a> like accuracy, safety, and transparency.<\/li>\n\n\n\n<li><strong>Measurement Strategy:<\/strong> Track adoption, efficiency, accuracy, and business impact. You can\u2019t improve what you don\u2019t measure.<\/li>\n\n\n\n<li><strong>Feature Roadmap:<\/strong> Plan how Agentforce will evolve. Start with your MVP, then expand based on feedback and results.<\/li>\n<\/ul>\n\n\n\n<p>Your playbook isn\u2019t static. It grows with your business and customer needs. Think of Agentforce like a new team member\u2014it needs proper onboarding and continuous management to thrive and adapt to your goals.<\/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\/au\/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\/au\/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\">Get Ready for Agentforce<\/h2>\n\t\t\t<p>Learn how Agentforce fits your business goals, launch your first agent, and build a plan for AI success.<\/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\/trails\/get-ready-for-agentforce\/?&amp;utm_source=sfdc&amp;utm_medium=blog-360&amp;utm_campaign=corp_blog_promos&amp;utm_content=agentforce_adoption_blog1_cta3&amp;d=701ed00000JCEdlAAH\" target=\"_blank\" rel=\" noopener\">Start trail<\/a><\/div>\n\n\t\t<\/div>\n\t\t<div class=\"related-trail__mock\">\n\t\t\t<div class=\"related-trail__points\">+1,500 points<\/div>\n\t\t\t<div class=\"related-trail__eyebrow\">Trail<\/div>\n\t\t\t<p class=\"related-trail__trail-title h3\">Get Ready for Agentforce<\/p>\n\t\t\t<p class=\"related-trail__trail-description\">Learn the ways of this trail.<\/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\/au\/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\/au\/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 is-style-body-2\" id=\"h-you-ve-got-this\">You\u2019ve Got This<\/h2>\n\n\n\n<p>Success with Agentforce isn\u2019t just about the tech \u2014 it\u2019s about the people, the data, and the strategy behind it.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start with a clear customer vision.<\/li>\n\n\n\n<li>Build on clean, connected data.<\/li>\n\n\n\n<li>Empower your team to learn and grow.<\/li>\n<\/ul>\n\n\n\n<p>At Salesforce, we\u2019ve seen the impact firsthand. Platforms like <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/get-ready-for-agentforce\/?%26utm_source%3Dsfdc%26utm_medium%3Dblog-360%26utm_campaign%3Dcorp_blog_promos%26utm_content%3Dagentforce_adoption_blog1_cta3%26d%3D701ed00000JCEdlAAH&amp;sa=D&amp;source=docs&amp;ust=1739820091407696&amp;usg=AOvVaw1MOeky-ezhyFGa-SdP-k4g\" target=\"_blank\" rel=\" noopener\">Trailhead<\/a> are packed with resources to help your team design, deploy, and optimise AI agents effectively.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ready-to-get-started\"><strong>Ready to get started?<\/strong><\/h2>\n\n\n\n<p>Ready to build with Agentforce? Start by checking out <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/get-ready-for-agentforce\/?%26utm_source%3Dsfdc%26utm_medium%3Dblog-360%26utm_campaign%3Dcorp_blog_promos%26utm_content%3Dagentforce_adoption_blog1_cta3%26d%3D701ed00000JCEdlAAH&amp;sa=D&amp;source=docs&amp;ust=1739820091408730&amp;usg=AOvVaw1iAo8nBGyjJtu_rN-Jsu7q\" target=\"_blank\" rel=\" noopener\">Trailhead\u2019s learning paths<\/a> today, and watch your team build smarter, faster, and with total confidence.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Success with Agentforce requires the right people, data, and strategy. 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Learn from Salesforce experts about the people, data, and strategies to drive success.\" \/>\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\/au\/blog\/agentforce-4-tips-get-started\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agentforce: 4 Tips to Get Started\" \/>\n<meta property=\"og:description\" content=\"Success with Agentforce requires the right people, data, and strategy. 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