Salesforce Agentforce

Description

Agentforce is Salesforce's enterprise platform for building autonomous agents grounded in CRM data and business processes. Agents are assembled from topics, instructions, and actions, and are reusable through agent templates that produce multiple agents with the same topics and actions. The Atlas reasoning engine drives each agent through a cycle of reasoning, acting, and observing until the user's goal is met. Topics scope which actions are valid and which policies apply at any moment.

Solution

Each request is classified into a topic that defines which actions are valid and which policies apply. The Atlas reasoning engine then runs a cycle of reasoning, acting, and observing: it thinks through a step, invokes an action such as a Salesforce flow or API, checks the outcome, and loops until the user's goal is complete. Agent definitions are packaged as reusable templates so one template produces multiple consistent agents.

Primary use cases

• autonomous CRM and service agents
• reusing agent definitions across many agents via templates
• topic-scoped action selection over Salesforce flows and APIs
• grounding agents in business data and processes