Trailblazer Community Event: Insights about Agentforce Email Agents

 

Motivation behind this

 

Salesforce has released long awaited Agentforce Email Agent feature during May 2025, which motivates us to explore and bringing an insightful session for Trailblazer Community.

Organizers:

Salesforce Developer Group, Kolkata, India

Attendees: 61

Event URL: Insights about Agentforce Email Agents

Sessions:

1) Insights about Agentforce Email Agents

Speaker: Aritra Mukherjee

This session covers:

• Basics of Agentforce
• Agentforce Service on Email
• Live Demo
• Benefits & Limitations
• Q&A

Session Deck

Video Link

Join with us at our Telegram Channel

Begin with Salesforce in a focused way

 

Motivation behind this

"How to start knowing about Salesforce?" it's a big question whether a college student wants to know about Salesforce or an experienced non-Salesforce techy wants to explore Salesforce and most importantly from where we can start?

Honestly, Trailhead is a platform to refer with, but candidate will get lost too to begin with. Hence, potentially will loose interest.

Hence, objective of this post is, how a person can spend a week time to get it accustomed with Salesforce landscape before even deep-dive to a particular area.

Sharing my tips to begin with step by step.

Topics

1. Salesforce Explained:

Let's focus on: What is Salesforce? What is Trailblazer? What is Salesforce Admin? What is Sales Cloud? What is Service Cloud? What is Marketing Cloud? What is Commerce Cloud? How to use AI

2. What is CRM and how does it work:

3. Salesforce CRM Demo:

    Link: https://www.salesforce.com/in/form/conf/salesforce-crm/

4. Customer 360: 

    

    Link: https://www.salesforce.com/campaign/customer-360-customer-engagement/

5. Sales Cloud Demo: 

   Link: https://www.salesforce.com/eu/form/conf/sales/demos/

6. Find simple solutions for sales, service, and marketing: 

   Link: https://www.salesforce.com/ap/form/conf/overview-demo/

7. Deliver service in a whole new way with AI + Data + CRM

 Link: https://www.salesforce.com/ca/form/conf/demo-service/

8. Salesforce Platform Overview

9. Salesforce Product Capability

10. Salesforce Platform Basics

Link: https://trailhead.salesforce.com/content/learn/modules/starting_force_com

10.a. Salesforce Platform Multitenant Architecture

Link: https://architect.salesforce.com/fundamentals/platform-multitenant-architecture#Queries

Good to know, otherwise skip for time-being.

Until now, you have learned about Salesforce, how CRM works, Customer 360, demos about Sales Cloud, Service Cloud and also platform capabilities. Let's learn about how data visibility works.

11. Who sees what series

This is one of most important video series among all. Foundation of data sharing is most important.

Till this point, you have understood Salesforce through videos without getting bored or by bookish way. Lets understand basics from Trailhead.

12. Sales Cloud Basics

Link: https://trailhead.salesforce.com/content/learn/modules/sales-cloud-platform-quick-look

13. Service Cloud Basics

Link: https://trailhead.salesforce.com/content/learn/modules/service-cloud-platform-quick-look

As there are so much talks on Data Cloud, lets have a quick look from my blog post.

14. Data Cloud Basics

Link: https://santanuboral.blogspot.com/2024/01/Tips-Data-Cloud-Certification.html

During Dreamforce 2024, its all about Agentforce. You can't skip this.

15. Agentforce Basics

Link: https://www.salesforce.com/in/agentforce/

And, your starter journey up to this point is incomplete unless you create your first agent.

16. Build your first agent:

Link: https://trailhead.salesforce.com/content/learn/projects/quick-start-build-your-first-agent-with-agentforce

Don't worry about free Developer Edition Orgs for your hands-on. Here is this link.

You can create as many orgs as you want.

Next Steps

Now you can register for Journey2Salesforce program who has guided path for Admin and Developer role.

Unless you have a fun, you cannot learn. I have tried to give a guidance on fun way of learning.

Happy Learning!

Further Reading

Tips for passing Salesforce AI Specialist Certification - Registration is Free now

Dreamforce 2024 Takeaway - My own way

 

Motivation behind this

This is my fourth Dreamforce experience and second time after receiving Salesforce MVP Hall of Fame title and thanks to Salesforce for providing free full conference pass for MVP and specials thanks to Concentrix Catalyst for giving an opportunity to attend this event.

During my attendance, I have gathered some technical piece of information which I thought of sharing those. Hope those are not subject to copyright for sharing as it is.

Announcements 

Here is brief of Dreamforce Announcement at a glance. For more information, refer following links:

• Main Keynote: Humans with Agents Drive Customer Success Together
• Agentforce Keynote: Build the Future with AI Agents
• Salesforce Blog: Salesforce Unveils Agentforce–What AI Was Meant to Be
• All about Agentforce (along with demo): 
• Service Agent: Resolve customer inquiries 24/7
• Sales Development Representative Agent: Engage with prospects 24/7
• Sales Coach: Provide personalized sales role-plays
• Personal Shopper Agent: Offer personalized product recommendations
• Campaign Agent: Create & Optimize Campaign end-to-end
• Learn AI Skills for Trailhead
• Trailhead Module: Build your first agent

Highlights

Here is the list of highlights and announcements we heard during Dreamforce and it will be available as per the timeline given by Salesforce.

Click on the above picture to view in better way.

Event Details

1-1-1 Model

Agentforce everywhere at Dreamforce

Agentforce is the biggest announcement during Dreamforce. Here are few slides I have captured during Dreamforce.

Attending Salesforce MVP Hall of Fame Ceremony

I am thankful to Salesforce for giving me opportunity to attend the ceremony with other fellow MVPs.

Trailblazer India Community Gatherings

Sharing moments with my Concentrix colleagues and Event

Unforgettable moments

And there are much more.

Overall it was a memorable experience for a life time. 

Further Reading

Tips for passing Salesforce AI Specialist Certification - Registration is Free now