Explore comprehensive configuration guides for Agentforce actions. Learn to build custom AI-powered workflows with step-by-step implementations, real-world examples, and practical deployment strategies.
Showing 12 of 12 actions
Configure a custom Agentforce action that analyzes account health by pulling data from Salesforce and providing AI-powered recommendations for your sales agents.
Configure an Agentforce action that helps sales reps create account growth strategies by analyzing expansion opportunities and generating actionable recommendations.
Generate comprehensive health score analysis with trend analysis and risk identification using Agentforce AI.
Evaluate customer churn probability and generate targeted intervention strategies.
Compare feature adoption across customer segments and identify optimization opportunities.
Create personalized adoption strategies based on customer profile and usage patterns.
Assess renewal probability and identify factors that could impact contract renewal.
Configure an Agentforce action that automates the creation of comprehensive quarterly business review materials with data-driven insights and strategic recommendations.
Deploy Agentforce to continuously monitor customer health indicators, predict churn risks, and automatically trigger retention interventions.
Configure an Agentforce action that generates comprehensive reports showing business value and ROI achieved through automated data analysis and visualization.
Configure an Agentforce action that prepares for executive-level meetings with key insights and strategic recommendations tailored for C-level stakeholders.
Use Agentforce to automate the creation of compelling customer success stories with AI-powered content generation, stakeholder coordination, and multi-format optimization.