Superbadge: Advanced Agentforce Flow Administration | Superbadge 高级 Agentforce Flow 管理(练习操作步骤)

《Superbadge: Advanced Agentforce Flow Administration | Superbadge 高级 Agentforce Flow 管理》的分步练习操作指南。...

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

本文是《Superbadge: Advanced Agentforce Flow Administration | Superbadge 高级 Agentforce Flow 管理》的练习操作步骤。阅读原文请见:Superbadge: Advanced Agentforce Flow Administration | Superbadge 高级 Agentforce Flow 管理。

1. Create a Subagent for Equipment Case Management

  1. Review the Get Store And Asset With Input flow and the CCC Toronto 325 account / Grandioso 7 Espresso Machine asset.
  2. In agent Brewster, remove the General FAQ subagent; retain Off-topic and Ambiguous Question.
  3. Create subagent Equipment Case Management (with a description).
  4. Add action Get Store and Asset Details (description Gets the store (Account) and asset details for the running (logged in) user) associated with the Get Store And Asset With Input flow.
  5. Save and commit.

2. Create a Flow That Gathers Recent Cases

  1. Create resources: variable accountInfo (description Provides the Account ID, single Account record) and assetName (description The name of the equipment associated with the case).
  2. Add a Get Records element Get Asset (Get_Asset), filtering by accountInfo and assetName.
  3. Add a Get Records element Get recent 5 cases related to the store, filtering Account ID, Asset ID (from prior element), and Case Type Equipment Malfunction; sort descending by created date, store up to 5 records.
  4. Add a Loop element Loop Cases and, within it, a Add Prompt Instructions element Case Prompt Instructions that sets Case Subject and Case Description from loop values.
  5. Name the flow Gather 5 Most Recent Cases (API Gather_5_Most_Recent_Cases) and activate it.

3. Update a Prompt Template with Recent Cases

  1. In Equipment Repair or Replace Recommendation, set the input values for Store and Equipment to dynamically reference the Gather 5 Most Recent Cases flow.
  2. Review the EquipmentRecommendationDTO Apex class and EquipmentRecommendation Lightning type; make the template ready for use.

4. Create Equipment Malfunction Cases

  1. Create an autolaunched flow (callable as an action) with the required variables (Account ID, Asset ID, Description, Subject, Case ID, recommendation, rationale).
  2. Add a Create Records element Create Case Record, setting Account ID, Asset ID, Description, Subject, and Case Type Equipment Malfunction, storing the Case ID.
  3. Add Get Records elements Get Account Details and Get Asset Details (filter by the Account/Asset ID variables).
  4. Add a Call Prompt Template element Get Equipment Recommendation (Equipment Repair or Replace Recommendation), setting Asset and Store inputs.
  5. Add an Assignment element Set Recommendation and Rationale Values mapping recommendation and rationale to the prompt response outputs.
  6. Name the flow Create Case Brewster (API Create_Case_Brewster) and activate.
  7. Add action Create Case (description Create new case) to the Equipment Case Management subagent, associated with this flow; save and commit.

5. Complete the Approval Flow

  1. In Approval flow for Regional Manager, add a decision element Is request Approved or Rejected? after the Regional Manager Approval Stage.
  2. Outcome Approved (condition: approval decision equals Approved) and default Rejected.
  3. Add final action stage Final Approval Action Stage to the Approved path, with a background step Create Task for Store Manager to Order New Machine (start when stage starts, run as Automated Process User).
  4. Add final rejection action stage Final Rejection Action Stage to the Rejected path, with a background step Create Task for Store Manager for Service Request.
  5. Add action Approval flow for Regional Manager (description Submitting Approval Request to Regional Manager) to the Equipment Case Management subagent; save and commit.