Podcast
We did it! Practical advice for implementing Agentforce
Elements.cloud's advice for building effective agents.
Agentforce
Watch the video to see how to deploy Agentforce metadata in Gearset:
Gearset’s expertise helps showcase our expertise, and makes deploying Agentforce smooth and stress-free. I appreciate having Gearset as a trusted partner.
Digital Transformation Strategist, Agile Cloud Consulting
With new metadata comes new challenges. Gearset deeply understands Salesforce architecture, and simplifies the complexities of GenAI metadata to make your deployments smooth and secure.
Gearset generates deployment packages containing all the GenAi, Flow, Apex and other related metadata you’ll need to deploy agents successfully.
Missing dependencies is a thing of the past. Gearset’s smart deployment engine highlights them for you, so you never miss a topic, action, or prompt. Whether you’re referencing Apex within a prompt template, or a Flow within an action, Gearset’s got you covered!
Agents don’t support versioning yet, so it can be tricky to select the subset of changes you need from your sandbox. Fortunately, with Gearset’s precision deployments, you can choose to deploy only the changes you need in your deployment package.
Agentforce metadata combines JSON, XML, and prompt markup, making it tricky to understand your changes. Gearset’s comparison visualization simplifies this complexity, giving you a clear view of what’s new, changed, or deleted.
Thousands of Salesforce teams embrace DevOps to ship high-quality changes, fast. Leverage Gearset’s full DevOps suite to maximize Agentforce’s potential.
Gearset goes beyond deployments, helping you shift left and catch issues early — before they derail development. With powerful automation, built-in security and full lifecycle visibility, your team can build, test, and release agents with confidence.
Successful agents rely on your all important customer data, Flows, Apex, and more. With Gearset’s comprehensive suite of testing and observability tools, you can monitor performance, identify issues early, and keep AI agents doing their job.
When your DevOps process “just works“, your team has space to think and focus. No more wrestling with releases or deployment disasters — just smooth, stress-free delivery.
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Gearset is ISO 27001 certified and offers you enterprise-grade security. Your Salesforce data and metadata is encrypted in transit and at rest, hosted on the same AWS data centers trusted by Salesforce, with 24/7 intrusion detection.
Metadata types required for deploying Agentforce agents include metadata to deploy agents, topics, actions and prompts.
Gearset supports Agentforce service agent, sales development representative (SDR), sales coach, buyer agent, merchandiser, personal shopper agent and campaign optimizer.
Agentforce deployments require API version 60 or higher. However, Gearset allows backward compatibility of the metadata API and supports metadata API versioning.
You need to enable Data Cloud to use Agentforce, because Data Cloud manages key functions like the Einstein Trust Layer and data processing. However, you can deploy Agentforce without a full-scale implementation of Data Cloud by using the Data Cloud credits included in your SKU. Having Data Cloud configured is a prerequisite, which involves setting up data streams and data model objects.
Using Data Cloud fully will help you get the most value from Agentforce, as it allows your agents to interact with the full range of customer data. You’ll also be able to use Agentforce Analytics to understand agent performance and trends, making your agents smarter and business processes more effective.
Find out more about Data Cloud from this session at DevOps Dreamin’.
While Salesforce Agentforce is built on Einstein’s foundation, it represents new AI capabilities on the Salesforce platform. Einstein encompasses predictive and generative AI, whereas Agentforce represents a move to more proactive, agentic AI powered by large language models (LLMs) and real-time decision-making.
While it may not ‘replace’ Einstein just yet, Agentforce can be considered as the successor to Einstein in terms of advanced AI capabilities. Salesforce’s low-code Agent Builder allows businesses to customize and deploy AI agents tailored to their specific needs, bringing enhanced automation, context-aware reasoning, and intelligent workflows to the Salesforce ecosystem.
Agentforce is considered HIPAA compliant, as it is built on Salesforce’s secure architecture, which adheres to HIPAA regulations for data privacy and security.
Get in touch to start deploying Agentforce with Gearset