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EP-05 | SALESFORCE AGENTFORCE SERVICE AGENT 🤖
In this video, we dive deep into AgentForce, Salesforce’s solution for empowering service agents to deliver faster, more personalized, and efficient customer service. Explore how integrating Salesforce Flow with AgentForce can streamline your support processes and help your agents create memorable customer experiences.
From simplifying case management to automating common service tasks, Salesforce Flow helps service teams become more proactive and adaptive. We’ll cover:
Key Features of AgentForce: Designed for service agents to effortlessly manage customer interactions.
Using Salesforce Flow: Learn how Flow can enhance productivity by automating workflows, reducing repetitive tasks, and enabling agents to focus on customer success.
💡 Whether you're a Salesforce admin, developer, or service team manager, watch this video to see how implementing Salesforce Flow with AgentForce can transform your customer service operations and drive customer success!
🔔 Subscribe for more insights on leveraging Salesforce tools for peak performance!
Trail Link - trailhead.salesforce.com/content/learn/projects/quick-start-build-your-first-agent-with-agentforce/configure-an-agentforce-service-agent
(All the required configuration are mentioned in the trail above)
#salesforceflow #AgentForce #CustomerSuccess #Salesforce
#Salesforce #AgentsInAction #AI #Agentforce #BuiltWithAgentforce #ArtificialIntelligence #salesforcedevelopers #salesforcecommunity #generativeai #Trailblazers #sgfcgirl
มุมมอง: 906

วีดีโอ

EP-04 | CHANGE SETS : A Quick Guide ⚡| From Sandbox to Production ✅
มุมมอง 67928 วันที่ผ่านมา
Hi all learners, In this video, we dive deep into Salesforce Change Sets, your go-to tool for deploying customizations between Salesforce environments! Whether you're an admin or developer, learning how to effectively use Change Sets is crucial for smooth and error-free deployments. We'll cover everything from setting up outbound and inbound Change Sets to best practices for managing dependenci...
EP-03 | EINSTEIN BOT IMPLEMENTATION WITH SALESFORCE FLOWS
มุมมอง 1.4Kหลายเดือนก่อน
Hi Folks, We all know about Einstein chatbot and their important in providing a seamless experience to the customer as well as the user. Chatbots are a great way to setup an initial conversation with the customer, making them feel attended 24*7. What if we want to TURN THE CONVERSATION INTO ACTION? We are going to cover that in this video. Let’s take Salesforce Flows to the next level together!...
EP - 02 | PERMISSIONS, CONTEXT AND DEBUGGING ⚡
มุมมอง 1.1Kหลายเดือนก่อน
Hi Everyone, Ever faced "you tried to run the flow as a user who doesn't have the required permission and access to run this flow"? We are going to resolve this issue and talk about it. Flows can be complex. They can contain a lot of moving parts and interact with nearly every aspect of Salesforce in some way. Even the simplest of flows can cause an error if it’s not designed with the rest of S...
EP - 01 | FAULT PATH ⚡| No more unhandled faults 🫡
มุมมอง 301หลายเดือนก่อน
Hey Salesforce Admins and Developers! 🚀 If you've been working with Screen or Autolaunched Flows in Salesforce, you might've come across this all-too-familiar error message: "An unhandled fault has occurred in this flow." "Please contact your system administrator for more information." Pretty frustrating, right? 😬 It basically means something in the flow went wrong, but Salesforce doesn’t tell ...
FLOW MASTERY BEYOND THE BASICS ⚡
มุมมอง 154หลายเดือนก่อน
Hey everyone👋 I’ve got some news for you today! Starting next weekend, we’re kicking off an all-new video series that dives deep into Salesforce Flows-but not just the usual stuff. We’re talking about the important, yet often ignored, overlooked, and untouched topics that many admins and developers don't get around to exploring. Why This Series? You’ve probably seen plenty of content on the bas...
Action Button Component 🔥| Summer'24
มุมมอง 2.1K6 หลายเดือนก่อน
In this video we will learn how we can Run and Use the Results of an Autolaunched Flow on the Same Screen with the New Action Button Component (Beta) Add an Action Button component to a flow screen to run and retrieve information from an active autolaunched flow without leaving the screen. The component renders a button that invokes the flow when clicked. Isn't it cool? Checkout the video to un...
Include a search field powered by Google Maps 📌| Summer'24 | IdeaExchange Delivered ⚡
มุมมอง 7006 หลายเดือนก่อน
In this video we are going to talk about the new feature that now we can include a google maps search bar in our address field component in screen flows so that the users can just type in their address as they do in google maps and all the fields will be filled automatically from the google maps results. Isn't it cool? It will be very beneficial as it saves a lot of time and gives accuracy as w...
🔥Ask Me Anything Panel with Bharat Dreamin' Organizers 🎉🤠 I made them sing a song 😄#BharatDreamin
มุมมอง 4K6 หลายเดือนก่อน
We have a Dreamin event coming to jaipur which is "Bharat Dreamin" and We have Jyothsna Bitra, Kapil Batra, Om Prakash and Kuldeep Sharma the organizers and co-founder of Bharat Dreamin and Salesforce MVPs answering your questions. DONT MISS IT. Hear them out answering all the questions. Enjoy the video and let me know if you have any other questions you want me to ask them ✨ #bharatdreamin #dr...
DATA TABLE IN FLOW GOT UPDATED 😍✅ | SPRING'24 UPDATE 🌻
มุมมอง 1.7K7 หลายเดือนก่อน
Salesforce has given us a new update for data table in flows when we use search bar option. What are the benefits? ✅Maintain selected records ✅Stores data from data table ✅Smooth User Experience ✅Multiple searches won't be a loss of data now In this video you will learn how the search bar in data table is now more powerful because now, No matter how many times you search, selected and repeat th...
REPEATER COMPONENT ✅ | SPRING'24 UPDATE 🌻
มุมมอง 2.1K8 หลายเดือนก่อน
Salesforce has given us a major component for screen flows: REPEATER COMPONENT. What are the benefits? ✅Saves Development Time ✅Less Efforts ✅Better User Experience ✅Compact Form Size In this video you will learn how you can use the repeater component and save data to salesforce. Use Case: ABC company wants to use automation to create a bank account registration form with beneficiary details. S...
Discover the Hidden Gems of Scheduled Paths in Record-Triggered Flows! ⏰✨ Elevate Your Flow Game NOW
มุมมอง 8489 หลายเดือนก่อน
Discover the Hidden Gems of Scheduled Paths in Record-Triggered Flows! ⏰✨ Elevate Your Flow Game NOW
Salesforce Flow Hack 🚀 : No 'Get Record Element' Needed!
มุมมอง 2.2K10 หลายเดือนก่อน
Salesforce Flow Hack 🚀 : No 'Get Record Element' Needed!
HOW TO : PROMPT ACCOUNT OWNER BY CHATTER POST | FLOW SCENARIO #2
มุมมอง 1.6K11 หลายเดือนก่อน
HOW TO : PROMPT ACCOUNT OWNER BY CHATTER POST | FLOW SCENARIO #2
HOW TO : MARK NEW LEADS TO EXISTING ACCOUNT | FLOW SCENARIO #1
มุมมอง 2.1K11 หลายเดือนก่อน
HOW TO : MARK NEW LEADS TO EXISTING ACCOUNT | FLOW SCENARIO #1
HOW TO USE THE HTTP CALLOUT DELETE METHOD | WINTER'24 UPDATE ♨️
มุมมอง 509ปีที่แล้ว
HOW TO USE THE HTTP CALLOUT DELETE METHOD | WINTER'24 UPDATE ♨️
HOW TO USE THE HTTP CALLOUT PATCH METHOD IN FLOW | Winter'24 Update 📊
มุมมอง 1.6Kปีที่แล้ว
HOW TO USE THE HTTP CALLOUT PATCH METHOD IN FLOW | Winter'24 Update 📊
HOW TO USE THE HTTP CALLOUT PUT METHOD IN FLOW | Winter'24 Update 📊
มุมมอง 2.9Kปีที่แล้ว
HOW TO USE THE HTTP CALLOUT PUT METHOD IN FLOW | Winter'24 Update 📊
TRANSFORM ELEMENT (BETA) 📊 | Winter ' 24 Updates ❄️
มุมมอง 3.5Kปีที่แล้ว
TRANSFORM ELEMENT (BETA) 📊 | Winter ' 24 Updates ❄️
How to use Custom Error Element in Flow 📊| Winter '24 Update
มุมมอง 1.9Kปีที่แล้ว
How to use Custom Error Element in Flow 📊| Winter '24 Update
HOW TO : RECORD TRIGGER FLOW - BEFORE-UPDATE 📊
มุมมอง 2.4Kปีที่แล้ว
HOW TO : RECORD TRIGGER FLOW - BEFORE-UPDATE 📊
REACTIVE SCREEN COMPONENTS IN LIGHTNING FLOW♨️
มุมมอง 3Kปีที่แล้ว
REACTIVE SCREEN COMPONENTS IN LIGHTNING FLOW♨️
HOW TO USE HTTP CALLOUT POST METHOD ✅ | Summer'23 Update ♨️
มุมมอง 12Kปีที่แล้ว
HOW TO USE HTTP CALLOUT POST METHOD ✅ | Summer'23 Update ♨️
HOW TO MAP PERMISSION SET TO EXTERNAL CREDENTIAL USING PRINCIPALS | SUMMER'23 UPDATE ♨️
มุมมอง 3.5Kปีที่แล้ว
HOW TO MAP PERMISSION SET TO EXTERNAL CREDENTIAL USING PRINCIPALS | SUMMER'23 UPDATE ♨️
HOW TO ADD SEARCH BAR IN DATA TABLE IN LIGHTNING FLOWS ✅ | SUMMER'23 UPDATE 🌞
มุมมอง 2.6Kปีที่แล้ว
HOW TO ADD SEARCH BAR IN DATA TABLE IN LIGHTNING FLOWS ✅ | SUMMER'23 UPDATE 🌞
How to use the HTTP Callout Get Method In Flow 📈| SPRING'23 UPDATE ♨️
มุมมอง 4.8Kปีที่แล้ว
How to use the HTTP Callout Get Method In Flow 📈| SPRING'23 UPDATE ♨️
HOW TO USE BEFORE DELETE RECORD TRIGGERED FLOW | Lightning Flow ⚡
มุมมอง 2.7Kปีที่แล้ว
HOW TO USE BEFORE DELETE RECORD TRIGGERED FLOW | Lightning Flow ⚡
EP 10 | FLOW TROUBLESHOOTING 📊| Let's troubleshoot our flow 📈 | Go with the Flow ⚡
มุมมอง 1Kปีที่แล้ว
EP 10 | FLOW TROUBLESHOOTING 📊| Let's troubleshoot our flow 📈 | Go with the Flow ⚡
EP 09 | PLATFORM EVENT-TRIGGERED FLOW 📊| Let's work with platform event 📈 | Go with the Flow ⚡
มุมมอง 5Kปีที่แล้ว
EP 09 | PLATFORM EVENT-TRIGGERED FLOW 📊| Let's work with platform event 📈 | Go with the Flow ⚡
EP 08 | AUTOLAUNCHED FLOW 📊| Let's launch flow from another action 📈 | Go with the Flow ⚡
มุมมอง 1.7Kปีที่แล้ว
EP 08 | AUTOLAUNCHED FLOW 📊| Let's launch flow from another action 📈 | Go with the Flow ⚡

ความคิดเห็น

  • @sagarr7940
    @sagarr7940 5 วันที่ผ่านมา

    Started watching the series thanks for your content.

  • @PratikMahajan-o4v
    @PratikMahajan-o4v 10 วันที่ผ่านมา

    hi can please make a video on Einstein bot configuration

    • @SFDCGirl
      @SFDCGirl 6 วันที่ผ่านมา

      Hi Pratik, Sure i will create one soon

  • @KnightKing-w4l
    @KnightKing-w4l หลายเดือนก่อน

    Hey Monika, what if you want to update any record based on the country = France. In the update records element how would you provide that condition?

  • @aminnurahman9753
    @aminnurahman9753 หลายเดือนก่อน

    Thank you. This is very helpful 👍

  • @TheVinaymadhav
    @TheVinaymadhav หลายเดือนก่อน

    Very well explained!😀

  • @raghavareddy4715
    @raghavareddy4715 หลายเดือนก่อน

    If possible requesting to upload video daily pls , thank you so much

  • @ChelseaMartin-d9p
    @ChelseaMartin-d9p หลายเดือนก่อน

    How do you then transform the response or use that to assign it to a variable and use the output later on in the flow?

  • @gagangrover6422
    @gagangrover6422 หลายเดือนก่อน

    Your videos are very helpful. You doing a great job. It helps all the newbies like myself who just started working in Salesforce with just one year experience.

  • @nitinnainwal
    @nitinnainwal หลายเดือนก่อน

    Very informative. Thanks for this wonderful session😊

  • @raghavareddy4715
    @raghavareddy4715 หลายเดือนก่อน

    Eagerly waiting

  • @jerryraju6293
    @jerryraju6293 หลายเดือนก่อน

    Hi Madam, Can you help me on - Order Product Automation flow creation, Value: Element Reference to LegalEntityID__c as $Setup.LegalEntity__c.LegalEntityID__c how can I create flow this scenario.

    • @SFDCGirl
      @SFDCGirl 23 วันที่ผ่านมา

      Hi Jerry, please reach out to me on linkedin with the detailed scenario.

  • @jerryraju6293
    @jerryraju6293 หลายเดือนก่อน

    Hi, Can you help me on Flows- Order Product Automation

  • @sha35635
    @sha35635 หลายเดือนก่อน

    Waiting

  • @ramesha5243
    @ramesha5243 หลายเดือนก่อน

    Hi, how to deactivate partner user for the same conditions please?

  • @jerryraju6293
    @jerryraju6293 2 หลายเดือนก่อน

    Hi, can you suggest me how can i use this maps in my address record...Im not able to drag and drop in account record.

  • @srinivasgoje3835
    @srinivasgoje3835 2 หลายเดือนก่อน

    Thank you for the update 😊

  • @Grafias3787
    @Grafias3787 3 หลายเดือนก่อน

    Thank you! Saved me from a lot of hours of debugging! I was missing the assignment step!

  • @sanukumar5357
    @sanukumar5357 3 หลายเดือนก่อน

    Detailed and to the point explanation, thank you for sharing 😊

  • @firushanov
    @firushanov 3 หลายเดือนก่อน

    test flows are well explained, good job!

  • @avinash4007-o1l
    @avinash4007-o1l 3 หลายเดือนก่อน

    Bro which in more harder flows or lwc ?

    • @SFDCGirl
      @SFDCGirl หลายเดือนก่อน

      Hi Avinash, once you learn and practice both will be easy task for you. On the other hand, flows are more declarative and low code whereas LWC is more about writing down the code to get results.

  • @ankitkumar2011
    @ankitkumar2011 3 หลายเดือนก่อน

    Hi, What if the requirement is following: User auto-deactivation to be done only if user type is 'Standard' - EXCLUDE all such users who have createdDate in last 90 days from flow scheduled run date-time (daily midnight) - Exclude user Ids among those (userIds = abc, cde, efg, hij) - auto deactivate if lastlogindate is before last 90 days from flow run date

  • @jerryraju6293
    @jerryraju6293 3 หลายเดือนก่อน

    I was using 2022 this Maps in my Org.

  • @jerryraju6293
    @jerryraju6293 3 หลายเดือนก่อน

    Thank you so much for it...I was trying to set many times, but still i didn't find Permission set map field.

  • @ravipokhriyal8469
    @ravipokhriyal8469 4 หลายเดือนก่อน

    Nice to see this here, This helped me to understand logic for my another flow.

  • @alexguijarro2431
    @alexguijarro2431 5 หลายเดือนก่อน

    Any idea about the: "Can't perform callout because of pending uncommitted changes related to a process, flow, or Apex operation. Commit or roll back the work, and then try again" error?

  • @achrafelkounni1023
    @achrafelkounni1023 5 หลายเดือนก่อน

    Hope u have 1M subscriber

  • @AmitKumar-fy7yo
    @AmitKumar-fy7yo 5 หลายเดือนก่อน

    How to run loop for constant value such as i have to run loop 5 times?

  • @MrBenjo000
    @MrBenjo000 6 หลายเดือนก่อน

    How to add a second call out? Have to create new external service for each call/operation?

  • @akashrodge5431
    @akashrodge5431 7 หลายเดือนก่อน

    Thank you for this update information ❤

  • @avinash4007-o1l
    @avinash4007-o1l 7 หลายเดือนก่อน

    Do u have full length course on Udemy on flows or it's all Available on youtube ?

  • @eraajkhan
    @eraajkhan 7 หลายเดือนก่อน

    Thanks for sharing. This is indeed good use case. One question though, will the flow fire and update possible matching account field on lead record if the Company name on the lead record is not exactly the same as Account Name?

  • @MikeD-rz5pr
    @MikeD-rz5pr 8 หลายเดือนก่อน

    Hello thanks for the video I have a request from users of a custom Salesforce application to be able to open attached contract pdf files for editing can Http call out be used for this. I am trying to avoid third party applications (eg Microsoft Power Automate) to authenticate Adobe Acrobat pro and use it.

  • @haribabuk5162
    @haribabuk5162 8 หลายเดือนก่อน

    Thanks for the information keep going

  • @dummyakun-e6m
    @dummyakun-e6m 8 หลายเดือนก่อน

    is there any other idea to checking the blank field without using the decision (one by one), example i have 5 field, i want to specificity show the the blank field?

  • @ssmaranikassahu
    @ssmaranikassahu 8 หลายเดือนก่อน

    Nice Video on Flow test though it is a small scenario

  • @dmart024
    @dmart024 8 หลายเดือนก่อน

    This was very helpful. Thank you for sharing this.

  • @sharathreddy7256
    @sharathreddy7256 8 หลายเดือนก่อน

    Thanks Monika

  • @nitinnainwal
    @nitinnainwal 8 หลายเดือนก่อน

    Very knowledgeable 🎉

  • @haribabuk5162
    @haribabuk5162 8 หลายเดือนก่อน

    I love your way of teaching

  • @jonhamler
    @jonhamler 9 หลายเดือนก่อน

    Super helpful, thanks! I was stuck on this issue for 3 DAYS.

    • @SFDCGirl
      @SFDCGirl 8 หลายเดือนก่อน

      Glad it helped!

  • @haribabuk5162
    @haribabuk5162 9 หลายเดือนก่อน

    can we use assignment for updation purpose?

    • @SFDCGirl
      @SFDCGirl 9 หลายเดือนก่อน

      Hey! If you are using before-trigger flow then you can directly assign the values using assignment element and the flow will update the value for $Record. If you are using any other flow type then assignment is used for assigning values but to update it and run a DML operation you have to add an Update Record Element.

    • @ankitkumar2011
      @ankitkumar2011 3 หลายเดือนก่อน

      @@SFDCGirl Hi, What if the requirement is following: User auto-deactivation to be done only if user type is 'Standard' - EXCLUDE all such users who have createdDate in last 90 days from flow scheduled run date-time (daily midnight) - Exclude user Ids among those (userIds = abc, cde, efg, hij) - auto deactivate if lastlogindate is before last 90 days from flow run date

  • @cburt22ify
    @cburt22ify 9 หลายเดือนก่อน

    When you said “you can’t have three DML operations when you could just one one” did you mean to say “SOQL” instead? Is Get Records considered a DML operation?

    • @SFDCGirl
      @SFDCGirl 9 หลายเดือนก่อน

      No querying records are not part of DML. What I meant was instead of getting records multiple times you can just get the records and use collection filter to filter out according to your requirement.

  • @nishanttyagi1514
    @nishanttyagi1514 9 หลายเดือนก่อน

    How delete duplicate accounts.

  • @ameerahamed384
    @ameerahamed384 9 หลายเดือนก่อน

    Cannot understand looping through the account concept

  • @melaniegreene1727
    @melaniegreene1727 9 หลายเดือนก่อน

    Thank you for your very clear explanation!

    • @SFDCGirl
      @SFDCGirl 9 หลายเดือนก่อน

      Glad it was helpful!

  • @ameerahamed384
    @ameerahamed384 9 หลายเดือนก่อน

    Underrated channel!!!❤

  • @bakshirocks
    @bakshirocks 9 หลายเดือนก่อน

    Great Video. I have a scenario where I need to use oauth 2.0 auth provider but also need to pass few custom header values like employee ID, employee email. So can you please explain how to achieve that?

  • @eraajkhan
    @eraajkhan 9 หลายเดือนก่อน

    Nice use case. Thanks for sharing.

  • @kellenkirby5294
    @kellenkirby5294 10 หลายเดือนก่อน

    Question - The reactive screen works in the sandbox I created it in, however when I sent the flow to another sandbox via change set the reactive screen does not work in the new org. Any ideas why? I did enable reactive screens in the org I sent the flow to. Thanks.

    • @rgLuna
      @rgLuna 9 หลายเดือนก่อน

      Hello there! If you checked the box for enabling Reactive screens after deploying your flow, you will have to re-deploy it. That'll fix the issue

  • @PrasannaShiralkar-g3n
    @PrasannaShiralkar-g3n 10 หลายเดือนก่อน

    nice demo presentation