Introduction
You'll gain hands-on experience creating an agent, assigning topics, building custom actions with flows, updating deployment processes, and integrating it into a website. It’s the perfect chance to dive into Agentforce and discover how it can elevate your clients’ experiences.
All you need to get started is a Trailhead account.
To start playing around with Agentforce today, follow the steps below.
Steps to Creating Your Agentforce Playground
- Creating an Agentforce Playground requires a Trailhead account. Sign up for a Trailhead account here: trailhead.salesforce.com. If you already have a Trailhead account, proceed to step 2. Log in to your Trailhead account here: trailhead.salesforce.com
- Go to sforce.co/firstagent
- Click the “Start” button in the “Project” box on the left side of your screen.
- A Playground dialogue box will appear on the top of your screen. Click the checkbox to confirm that your email address is correct. Then, click the “Create Playground” button.
- You will receive a password reset email from “support@salesforce.com”. Click the link in the email to reset your password.
- Follow the steps to reset your password.
- Go back to sforce.co/firstagent.
- Copy the username in the “Reset Your Agentforce Playground Password” dialogue box.
- Click the “Connect Playground” button.
- A login screen will appear. Log in with the username you copied in step 9, and the password you created in step 7.
- An “Allow Access” screen will appear. Click the “Allow” button.
- Click the “Yes! Save it.” button on the next screen.
- Go back to sforce.co/firstagent.
- Click the “Launch” button to access your Agentforce playground.
Thank you for taking the time to get everything ready. If you have any questions or need further assistance, feel free to reach out to the Agentforce experts at Penrod. You're good to go!