Community-Crafted Agentforce Use Cases To Customize for Your Org

At TDX 2025, Agentblazers came together to demonstrate what happens when creativity meets artificial intelligence (AI). The Agentblazer Showcase featured Salesforce Admins and community members who built innovative Agentforce solutions to solve real business challenges. Each had just four minutes to demo their use case—and they delivered.

These builds didn’t just show what’s possible with Agentforce; they offered practical tips and ideas for admins looking to bring AI-powered automation and knowledge to their orgs. From automating internal processes to streamlining service operations, these projects are a powerful launchpad for your next Agentforce solution.

Ready to build your own? Check out the demos below and get started by becoming an Agentblazer Champion on Trailhead.

1. Automate local event planning

Agentblazer Joy Shutters-Helbing is co-leader of the Chicago Admin Community Group, co-host of The JAM Pod, and co-host of Salesforce MVP Office Hours. She created an internal Agentforce solution that automates campaign creation and adds local contacts as campaign members for event planning. 

Joy’s Agentforce build

At The JAM Pod, we’re passionate about showing up for our community in cities around the country. But as many Salesforce Admins know, planning local events comes with a lot of repetitive tasks, like building campaigns and manually adding contacts as campaign members.

We wanted a better way to support our marketing efforts while cutting down on clicks and CSVs. So, we turned to Agentforce.

A smarter way to build campaigns

We built an internal-use agent in Agentforce that simplifies campaign creation from start to finish. Instead of jumping between list views, exports, and uploads, we can now type a single natural language request like:

“Please create a campaign named ‘The JAM Pod Visits Chicago’ and add local contacts as campaign members.”

The agent creates the campaign, fetches local contacts, and adds them—all in one go. It’s fast, consistent, and scalable.

Tools used

• Agent Builder: We created an Employee-type agent focused on internal campaign management. Using Agent Builder, we defined the agent’s scope and provided examples of how team members might phrase their requests.
• Prompt Builder: We added real-world example prompts to guide the agent’s understanding of different cities, campaign names, and action phrases. This helped us refine intent detection during testing.
• Custom Flow Actions: We built three autolaunched flows that were connected to the agent through custom actions, making the full process completely automated.
  • Campaign Creator—builds the Campaign
  • Contact Retriever—pulls in local Contacts based on city
  • Campaign Member Adder—adds the Contacts to the Campaign as Campaign Members 

Try this yourself

Salesforce Admins can easily adapt this approach for internal processes like recruiting campaign follow-ups, event RSVP tracking, and customer success outreach campaigns. Start with a task you repeat often. Then, build flows to handle the logic, train your agent with example prompts, and test using the Agentforce preview tool. The result? Less time clicking, more time connecting. With Agentforce, we’ve taken a manual, repetitive process and turned it into an intelligent automation that supports our team and scales with our outreach.

2. Enforce training compliance

In the healthcare industry, ensuring data accuracy and compliance is critical—especially when creating new Business Accounts. This challenge inspired Pradeep Konakanchi, a passionate, hands-on Salesforce Architect, to use the power of Agentforce to streamline workflows.

Pradeep’s Agentforce build

For the fictional company MediSure Insurance, new employees are required to complete a Data Quality and Integrity e-learning module as a prerequisite for creating new account records in Salesforce. But often, sales reps hit roadblocks when they try to create accounts without meeting required training guidelines.

That’s where DataGuard, an Agentforce-powered assistant, comes in. It instantly checks their training status in the company’s LMS, and if they’ve completed the required course, it automatically grants the right permissions—seamlessly removing barriers to productivity. This kind of solution reduces manual access requests, enforces policy automatically, and saves time.

Tools used

• Agent Builder: We used this to create custom topics and actions within the default Agentforce Employee agent.
• Custom Flow Actions: This agent has four custom actions—Query User by Email, Integrate with LMS to check course completion status, Create reminder Task, and assign Permission Set to user.
• For integrating with the LMS system, we used an External Service callout within a flow, and used the flow in a custom Agent Action. But now, you can use the newly introduced feature to Call Third-Party APIs with External Service Actions.

Try this yourself

• Look for areas in your company where processes are manual, repetitive, or prone to bottlenecks—like during onboarding or access provisioning—and explore how Agentforce can automate those tasks to save time.
• Start with one use case (like training verification), but structure it so you can easily add more capabilities in the future (for example, software access, onboarding help).
• Customize the welcome message, use clear intent names, and provide user-friendly fallback responses.

3. Improve opportunity management with real-time insights

Brandon Walton, Salesforce Consultant and founder of Cypress Learning Solutions, used Flow to help sales teams manage opportunities and harness immediate insights. See his build in action:

Brandon’s build: Cooking with Agentforce

One of the best things about Agentforce is that it’s already full of flavor—like a well-seasoned dish. Instead of starting from scratch, we simply added a sprinkle of automation from a Salesforce flow to make it even better.

Our Sales Cloud users have been unreliable with entering data—specifically, assigning Contacts to Opportunity Contact Roles. The team needed a seamless, in-the-moment way to manage Opportunities and capture insights on the fly, without getting bogged down by clicks or data entry.

With the General CRM topic, Agentforce already queries CRM data on the fly, but we needed something extra: a way to turn that insight into action. So, we extended the existing General CRM topic with a custom Salesforce flow and an Agent Action that brings this capability right into the conversation.

The result? A smooth, AI-powered experience where sales users can instantly update Opportunity Contact Roles, without breaking their rhythm. With Agentforce on the Salesforce mobile app, our users can even ‘talk’ to Agentforce through their device microphone and update CRM data on the fly.

The business now has better insights, faster outcomes, fewer clicks, and zero disruption to their workflow—just better opportunity management, built right into the Agentforce experience.

Tools used

• Agent Builder: No code needed. We used Agent Builder to update our agent’s behavior and responses with prompt-based logic. It kept the experience seamless and familiar for users (just smarter).
• Agent Actions: These are the bridge between the chat and real execution. The agent triggers our custom action, which calls the flow to do the work—like assigning Contact Roles—automatically.
• Flows: The flow handles everything behind the scenes: identifying the Opportunity, fetching related Contacts, and updating records based on user input. It’s declarative automation doing real CRM work, powered by AI.

Try this yourself

• Start with what you have: Explore Agentforce’s existing topics (like General CRM) and ask, “What small thing could make this even more useful?” You don’t need to rebuild, just enhance.
• Tightly scope your Agent Action: Keep it focused. Have one outcome per action and only the necessary inputs. This keeps flows snappy, avoids errors, and helps your agent feel confident and capable.
• Test in Agent Studio first: Before going live, test your setup using a variety of phrases and edge cases. Make sure the flow can handle incomplete or unexpected responses gracefully.
• Keep the experience conversational: Even though you’re triggering powerful automation, the tone should feel like a helpful teammate, not a rigid process. Friendly prompts and confirmations go a long way.

4. Simplify rental house service requests

Christopher Ramm, Salesforce CTO, Capgemini Germany, is on a mission to help everyone use the capabilities of the Salesforce Platform to create continuously evolving products and experiences. His build for the Agentblazer Showcase involves a rental house management company and how Agentforce can provide a more efficient way to handle tenant requests.

Christopher’s Agentforce build

Rental house management involves addressing customer inquiries and issues related to house maintenance, including scheduling appointments for plumbers, electricians, builders, and carpenters to resolve various problems around the house.

The challenge was to provide fast, accurate support while minimizing wait times. To solve this, we built an agent to help users navigate and book appointments through the service portal for various jobs around the home, such as plumbing, carpentry, construction, and electrical work. The agent identifies the issues and urgency and schedules an appointment for the visit.

This solution showcases how AI can reduce workloads, improve customer satisfaction, and optimize internal processes.

Tools used

We implemented a way to efficiently authenticate the customer using two unique identifiers: the email address and a unique customer number. To accomplish this, we used the following instruction to guide the agent accordingly: “If the customer is not known, you must always ask for their email address and their membership number to get their Contact record by running the action ‘Get Customer Details’ before running any other actions.”

Once the customer has been authenticated and further details have been provided, we have many options to best serve our customers. First and foremost, we use custom flow actions to grab the right technician and suggest potential open slots to resolve the issue as quickly as possible. At the same time, all the necessary records are created with a flow to leverage the capabilities of Service Cloud later, allowing the customer to access the case and check the status in the future.

If the customer is comfortable handling the problem, we use Salesforce Knowledge to provide clear instructions; for example, “In the case of a flood, turn off the valve to reduce further damage until a technician arrives.” Using data libraries, the agent can pull up the right Knowledge article.

Our goal as a rental house management company is to provide a seamless 24/7 service experience because misfortune can strike at any time and, in most cases, requires a quick and tailored solution.

Try this yourself

What turns out to be very helpful while exploring the capabilities of Agentforce is to use generative AI (ChatGPT, Claude, etc.) to create knowledge articles. In the case of rental house management, you can easily create descriptive articles to handle different solution approaches, like turning the valve off. This helps to better understand how to use data libraries with files or knowledge articles.

Turn inspiration into action with Agentforce

These Agentblazers demonstrated how thoughtful design, AI tools, and a bit of creative flair can go a long way in transforming customer experiences. We hope their use cases inspire you to explore what’s possible in your org.

Ready to get started? Discover our Agentforce resources and bring your ideas to life.

Resources

• Salesforce Admins Blog: 4 Inspiring Agentforce Use Cases for Salesforce Admins
• Trailhead: Be an Agentblazer 
• Salesforce Admins Blog: 5 Important Lessons for Admins Building in Agentforce
• External site: YouTube: Agentforce Decoded | Extend your Slack Automation with Agentforce