本文是《Agentforce Configuration for Slack Deployment | Agentforce 的 Slack 部署配置》的练习操作步骤。阅读原文请见:Agentforce Configuration for Slack Deployment | Agentforce 的 Slack 部署配置。
1. Connect and Launch Your Agentforce Org
- In the Challenge section, click Connect Org, sign in, Allow, then Yes! Save it.
- Under Choose your hands-on org, select your special Agentforce Developer Edition org, then Launch.
2. Enable Slack OAuth
- Go to Setup.
- Search for and select Connected Apps OAuth Usage.
- Locate the Slack row, select Load Actions, then Install.
3. Add Slack Actions
- Open the App Launcher and select Agentforce Studio.
- Select Product Management Agent, then the Product Gaps subagent.
- In Actions Available For Reasoning, add a new line and select Add from Asset Library.
- Add: Create a Slack Canvas, Update a Slack Canvas, Search Slack, Send a Slack Direct Message.
- Click Save.
4. Add Instructions for Slack Actions
- Add these instructions on separate lines:
If the user requests to add the product gap details to a canvas, then create a canvas in Slack.Always ask for a title when a user asks you to create a canvas.
- Click Save.
5. Test the Agent
- Select Preview (opens Live Test Mode).
- Enter a prompt such as
Log a product gap for the Trailhead Escape Room badge. Bring it back! - If asked for name/email, use Sofia Rodriguez, sofiarodriguez@example.com.
6. Connect Your Agent to Slack
- Hover over Connections and select + → Add connections.
- In the Slack box, select Select, then Add to Agent.
7. Activate the Agent
- Click Commit Version twice, then Activate twice.
- Select the back arrow to exit the builder.
8. Give Users Access
- Go to Setup, search for and select Permission Sets, then Access Agents.
- Under Apps, select Agent Access, click Edit.
- Add Product Management Agent to Enabled Agents, then Save.
9. Install the Agent in Slack
- Scroll to the Hands-on Challenge section and confirm the correct Trailhead email, then Launch.
- In Slack, select your org name → Tools & settings → Organization settings.
- Select Salesforce | Agentforce, then Review next to Product Management Agent.
- Review permissions and select Allow, check your workspace, then Add To 1 Workspaces and Save.
10. Interact with the Agent in Slack
- Refresh Slack, select Tools → Agents → Product Management Agent.
- Test with a prompt such as
Log a gap for the Trailhead Escape Room badge. Bring it back!