Quick Start Agent Actions | 快速上手:用动作连接 Flow 与 Agentforce(练习操作步骤)

《Quick Start Agent Actions | 快速上手:用动作连接 Flow 与 Agentforce》的分步练习操作指南。...

📅 2026/10/2 ✍️ ponybai 🏷️ agentforce, salesforce, ai

本文是《Quick Start Agent Actions | 快速上手:用动作连接 Flow 与 Agentforce》的练习操作步骤。阅读原文请见:Quick Start Agent Actions | 快速上手:用动作连接 Flow 与 Agentforce。

1. Sign Up for a Developer Edition Org

  1. Sign up for a special Agentforce-enabled Developer Edition org (fill out the form and click Sign me up).
  2. Open the activation email and click Verify Account.
  3. Connect the org to Trailhead: Connect Org, sign in, Allow, then Yes! Save it.

2. Enable Agentforce Studio

  1. Click the gear icon and select Setup.
  2. In Quick Find, search for and select Salesforce Go.
  3. In Search features, enter and select Agentforce Studio.
  4. Click Get Started, Turn On, then Confirm.
  5. Wait until the button changes to On, then refresh.

3. Verify Orders

  1. Open the App Launcher and select Orders.
  2. Click the dropdown next to Recently Viewed and choose All Orders.
  3. Confirm two orders for Edge Communications appear.

4. Add a Standard Subagent

  1. Open the App Launcher and select Agentforce Studio.
  2. Click Agents, then click Order Agent.
  3. Hover over Subagents in the Explorer pane and click +, then Add from Asset Library.
  4. Search General CRM, click Select, then Add to Agent.
  5. Click Save.

5. Start a Conversation

  1. Click Preview and, in Live Test Mode, enter Tell me about the orders for the account Edge Communications. and press Enter.
  2. If prompted, select Edge Communications and click Submit.
  3. Enter What is the oldest order? and press Enter.

6. Create a Custom Action

  1. Click the General CRM subagent, then +, then New Action.
  2. Action Name: Initiate Return; Description: Initiate Return for requests to return or refund orders or products in an order.
  3. Reference Action Type Flow, Reference Action Initiate Return.
  4. Click Create and Open.
  5. Inputs → Description: Populate this input variable with an Order recordId.; check Require Input to execute action.
  6. Outputs → Description: This output indicates the status of the return request, whether it has been initiated, processed, or completed.; check Show in conversation.
  7. Check Show Loading text for this action and paste Initiating your return or refund.
  8. Click Save.
  9. Click Commit Version twice, then Activate twice.

7. Try It Out

  1. Click the back arrow to exit Agentforce Builder.
  2. Open the App Launcher and select Sales.
  3. Click the Order Agent conversation window icon.
  4. Enter What is the order with the most recent order start date? Please provide a clickable link to the order.
  5. Click order 00000101 (or find it manually under Edge Communications).
  6. Enter Start a return for this order.
  7. Open order 00000101's Details tab and confirm the Return Status field shows Initiated.