本文是《Quick Start: Agentforce Coworker | Agentforce Coworker 快速上手》的练习操作步骤。阅读原文请见:Quick Start: Agentforce Coworker | Agentforce Coworker 快速上手。
1. Sign Up for a Developer Edition Org
- Click Create Playground, then Yes, Create Playground.
- Note the expiration date and click Launch to open the playground.
2. Assign Permission Sets
- Click the gear icon and select Setup.
- Search for and select Users, then click EPIC, Orgfarm.
- Scroll to Permission Set Assignments and click Edit Assignments.
- Move Agentforce Coworker Admin to Enabled Permission Sets, then Save.
3. Enable Agentforce Coworker
- Search for and select Get Started with Agentforce Coworker.
- Click Get Started.
- Set the toggle to On, then click Turn On in the disclaimers window (may take a minute or two).
4. Grant Access
- Scroll to Manage Users and click Manage next to Manage Access to Agentforce Coworker.
- Check OrgFarm EPIC, click Assign, then Done.
5. Use Agentforce Coworker
- Open the App Launcher and select Sales.
- Click Ask next to the global search bar.
- Enter
Tell me about the results for the Charity Night campaign for the Harvest Table Kitchen account?and press Enter. - Enter
Compare it vs all the other promotions for this account(orPut this info into a table). - Enter
Ask one of the agents for the customer sentiment score for Harvest Table Kitchens. - Enter
Update the contact Charlotte Dubois's phone number to 972-555-1011(note it can't update records by default).
6. Enable Record Updates (Optional)
- Click the gear icon and select Setup.
- Search for and select Get Started with Agentforce Coworker.
- In Manage Data, check Add Existing Data.
- Turn the Agent Actions toggle to On for Salesforce.
- Return to Sales, click Ask, and re-enter the update request, then click Confirm.