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0:08
Hello everyone. In this video we are
0:10
going to see Salesforce agent force
0:13
agent quick action. With the help of
0:16
agent force uh agent quick action we can
0:20
automate
0:22
some of the processes which the
0:24
salesforce uh users are doing it. For
0:28
example,
0:30
if I wanted to summarize this account, I
0:33
have to go and click this agent force
0:35
icon. I have to wait for the agent force
0:38
to join the conversation and then I have
0:40
to start prompting like summarize this
0:44
account record.
0:46
This is something commonly done by uh
0:50
the Salesforce end users.
0:53
I wanted to automate this AI process.
0:57
For that, I have made use of agent force
1:00
agent quick action. Let's see a quick
1:02
demo.
1:05
I wanted to summarize this account
1:07
record. For that, instead of making use
1:10
of agent force icon and prompting it,
1:12
I'm going to make use of this custom
1:15
quick action called ask agent force. I
1:19
will show the quick action. the custom
1:22
click action which I developed. But uh
1:26
before looking into the development of
1:28
it, let's see a quick demo. So I clicked
1:31
agent ask agent force. Agent Force
1:34
joined the conversation very quickly and
1:36
then my prompt whatever I have
1:38
configured in the back in the back end
1:41
uh is sent and then I'm able to see a
1:43
quick summary of this account record.
1:46
I I was able to um save time and also
1:51
efficiently invoke agent force and then
1:54
uh make use of uh a dynamic dynamic
1:58
prompt instruction whatever I have
1:59
configured in the quick action
2:03
and even I was able to reduce the number
2:05
of clicks and I was able to uh avoid
2:10
typing so that the prompt will be sent
2:12
to the agent force agent. So with the
2:15
help of agent force agent quick action I
2:17
was able to achieve it. Let's look at
2:19
the agent force agent quick action which
2:22
I developed for this ask agent force.
2:27
So I created this agent action in
2:29
account object. The label is ask agent
2:32
force. The API name is ask agent force.
2:36
The object name is account.
2:38
The key thing here is action type. The
2:41
action type should be agent quick
2:43
action. So when we go to buttons, links
2:46
and actions and then when we click
2:48
select quick action and make sure you
2:51
are selecting agent quick action. So in
2:53
order to create it you have to click new
2:57
action
2:59
and then here you have to select agent
3:01
quick action.
3:03
The the
3:06
prompt information should be added in
3:08
the user atance
3:12
field.
3:15
So here the atterance what I have
3:17
configured is summarize the record with
3:20
the ID. So this is the record ID. In
3:22
order to merge it uh um dynamically I
3:26
have made use of this uh expression and
3:31
uh I have mentioned don't explain about
3:34
the object metadata use the record
3:36
information to summarize it. Before I
3:39
added this particular instruction, it
3:41
was trying to give information about uh
3:45
uh the record ID. For examples, it was
3:47
giving giving me some additional
3:49
information like uh the record ID is 001
3:53
and then followed by um 15digit
3:56
um value and then it was explaining that
3:59
it is account object metadata uh where
4:02
we stores where we store customer and we
4:05
also have personal account like that it
4:07
was giving more additional information
4:08
in order to avoid it. Uh I have added
4:11
this particular guardrail. Uh I the
4:15
purpose of this quick action for me was
4:17
to just summarize the account so that I
4:19
will have some high uh level information
4:21
about the account before I start
4:22
creating uh uh opportunities, codes,
4:26
etc.
4:32
Please check the video description. In
4:34
the video description, I have shared my
4:36
blog post. From the blog post, you
4:38
should be able to get the steps what we
4:40
discussed in this video and also the
4:43
sample user at which we discussed in
4:46
this video. You can use it as a
4:47
reference.
4:57
I hope it was helpful.
5:10
Thank you for watching.
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