本文是《Trailbread for Trailhead — 用 Agentforce 和 Einstein AI 管理面包店》的练习操作步骤。阅读原文请见:Trailbread for Trailhead — 用 Agentforce 和 Einstein AI 管理面包店。
1. Sign Up for a Pronto Org
- At the top of the page, click Create Playground (auto-attached to your Trailhead account).
- Note the expiration date and complete the badge before then.
2. Enable Agentforce Studio
- Click the gear icon and select Setup.
- In Quick Find, search for and select Salesforce Go.
- In Search features, enter and select Agentforce Studio.
- Click Get Started, Turn On, then Confirm.
- Wait until the button changes to On, then refresh your browser.
3. Activate the Merchant Management Agent
- Open the App Launcher and select Agentforce Studio.
- On the Agents tab, click Merchant Management Agent.
- Click Commit Version twice, then Activate twice.
- Refresh your browser.
4. Activate the Generate Menu Description Prompt Template
- Return to Agentforce Studio and click Prompt Templates.
- Scroll to the bottom and click Generate Menu Description.
- Click Activate, then refresh your browser.
- Click the back arrow to exit Prompt Builder.
5. Create a Special Menu
- Open the App Launcher and select the Merchant Management app.
- Click the dropdown next to Home and select Storefronts.
- Select All, then click Basil & Thyme Cafe.
- Click the Related tab.
- Click the Merchant Management Agent icon to open it.
- Paste Astro's new menu into the text field and press Enter/Return.
- Open the returned menu record (or navigate via the Menus related list → Menu-00000104).
- Enter
Please deactivate the menu.and press Enter (skip if already deactivated). - Refresh and confirm the Active checkbox is unchecked, then close the agent.
6. Connect the Prompt Template to the Description Field
- On the menu record, click the gear icon and select Edit Page.
- In Lightning App Builder, click inside the Description field.
- Under Prompt Template, type
generateand select Generate Menu Description. - Click Save, then Activation…, then Close.
- Click the back arrow to return to the menu record.
7. Generate a Menu Description
- In the Description field, click the pencil (now with a plus sign).
- Click the sparkles icon to open the Einstein - Description Field tool.
- Click Use to add the generated text.
- Close the Einstein popup and click Save.
8. Create a Promotion
- Open the Merchant Management agent.
- Paste:
Create a promotion called TRAILBREAD2026 to discount the Trailheadathon Event Menu at the Basil & Thyme Cafe by 25% starting next Thursday at 8AM through next Friday at 11:30PM. - Press Enter/Return and open the returned promotion record (or via Storefronts → Promotion tab → P-00000002).
9. Create a Gift Certificate
- In the agent, paste:
Create a Gift Certificate to the Basil & Thyme Cafe for Craig Olligan in the amount of $250.00. - Press Enter/Return, then reply
No, thank you.when prompted. - Open the returned gift certificate record (or via Storefronts → Gift Certificates tab → second record).