Awesome Admins, join me for my new video series, Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this episode, I’ll show you how to set up your own Agentforce Data Library. You’ll learn how to index knowledge articles, fields, file uploads, and even web sources, giving Agentforce the information it needs to deliver accurate, relevant, and trustworthy AI-generated responses for your team.
Ready to enhance your org’s AI experience? Tune in and click through it with me!
Ready to build your own Agentforce Data Library? Explore the below resources to dive deeper, and stay tuned for more episodes of Kate Clicks Through It, coming soon.
Welcome to “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. This episode has a twist—the admin is me! I’ll guide you through how to solve challenges with Agentforce.
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Team Code Cortex built an asset […]
What are agent quick actions and why should you care? Starting in Spring ’25*, you can now harness the power of your agent actions right to your record pages with an agent shortcut. This new feature streamlines workflows and improves user efficiency by allowing your users to trigger an agent right from a record page, […]
