Salesforce Agentforce Coworker

Hello everyone. In this video we are

going to see Salesforce agent force

curveworker.

In this video, I will be covering how to

configure Salesforce agent for

scurworker and also I will cover some

architecture, data 360 integration,

licensing models and uh I will give

stepbystep setup

of uh agent force coworker.

Agent Force coworker is different from

agent force agents. from the agent force

coworker. We can seamlessly transfer the

conversation to the agent force agent.

Also,

agent force coworker changes the way we

search information.

If I wanted to search uh some data, I

will go to Google Drive and search for

it. I will use uh SharePoint search and

then I will search information. If I'm

using Slack, I will go to Slack

application and search uh uh data. If I

wanted uh I can go to Salesforce global

search and then I can search

information.

The agent for curorker integrates all

this application information in one

place so that we can seamlessly search

and uh it makes use of

uh generative AI feature. So it will

summarize give the correct information

uh to the users. Um it will sum instead

of giving the entire documentation and

information it will try to provide the

right information based on the search

that has been done by the uh users.

There are two pricing models. One is

seat based and the other is usage based.

Seed based makes use of flex credits.

But the seat based makes use of

the license type. If you're using agent

force for sales, service or industries

and also we have agent force one

edition. So if you have those license

types then it will make use of seat

based pricing so that it won't consume

any flex credits.

If you don't want to make use of uh

the add-ons on agent force for sales

service and industries licenses then

there is usage based pricing.

With the help of usage based pricing

we consume flex credits. So based on the

usage on coworker the flex credits will

be consumed.

Next let's see the steps prerequisites

and how to configure agent force

coworker.

The first step is we have to make sure

we have agent force coworker admin

permission set. If you don't see this

agent force coworker admin permission

set, contact your Salesforce

uh Salesforce account team so that they

can add the required license so that you

will be able to set up agent force

coworker.

Assign it to a system admin. So I'm a

system admin. I have assigned it to me.

Now go to

coworker in Salesforce setup.

So once you click get started with agent

for score worker you will see a button

called get started you have to click it

and then you will be able to toggle on

this.

If this permission set is not assigned

to me then I won't be able to toggle on

or toggle off. So in order to manage

agent force coworker

agent force coworker admin permission

set is required.

Once you toggle on it will complete all

the steps.

So we have to wait for the progress

indic indicator to complete. So once you

toggle on

it will try to

turn all these features. So we have we

will be able to see

progress indicator here and also you

will be able to see an overall progress

indicator on this right.

Once all these are done you will be able

to manage users you will be able to

assign users.

If you wanted if you wanted to add

additional data source, you can click

add data source and then you will be

able to add. Here I have enabled

Salesforce uh um objects. If you want to

manage, you can also manage.

Um in order to connect external data

source like Microsoft, Google Drive or

any other external system, make sure the

data is ingested via data 360. Once uh

the injection is done then only you will

be able to search those information

using coworker.

Once that is done click manage and uh

enable this global search bar beta

in order to give access to the end user.

So now I am an admin. I was able to

configure it successfully.

If I wanted to give access to um my

users so that they can start using agent

for coworker, I have to click manage and

then in the pop-up window you will be

able to select you will also be able to

see the number of users got assigned. So

you will you will know the consumption

as of now uh consumptions in the sense

how many users are assigned to it. If

you wanted to restrict data, you can do

it. If you wanted to see the user

mapping, you will be able to uh see it.

Okay. Once all these are done, if you go

to any Salesforce application, you

should see this ask agent for coworker

button.

So by clicking this button, I will be

able to start the conversation so that

agent for coworker can assist me.

Please uh share me

the open cases

that needs my

immediate attention. I'm a service rep.

I wanted to know the open cases that

needs my immediate attention. In order

to do that do this, what we usually do

is we go to cases. We create a list view

and then we will try to find out the

cases that are open and we will try to

search for some keywords and then uh try

to work on those cases. In order to

reduce all those manual steps, agent for

coworker will be a very good a assistant

for you. So I'm going to

send this information to the agent for

coworker and see how it is going to help

me.

Since I have enabled Salesforce on for

the existing data, it should be able to

search the data against my Salesforce or

and then it should be able to help me on

this one. Okay. So there are multiple

cases that are assigned to me but only

two cases needs immediate attention

based on the keyword urgent. So my

coworker agent force coworker was able

to help me that these two cases are new

and then it is critically it is the the

priority is critical so I have to start

working on those instead of creating a

list view and finding out the cases that

needs my attention with the help of

coworker I was able to narrow down that

these two cases needs my attention

immediately so with the help of agent

first coworker I identified those two

cases and now I will be able to work on

those cases

I have also given some architectural

best practice and best practices and

technical recommen recommendations

and also I have shared the Salesforce

official documentation in order to set

up and configure agent agent for

coworker and how to use it.

Please check the video description. In

the video description, I have shared my

blog post.

With the from the blog post, you should

be able to

get all the information that we

discussed in this video for your

reference.

I hope it was helpful.

Thank you for watching.