Agentforce Decoded: Skill up in 5 Minutes or Less

Agentforce Decoded: Skill Up for the Agentic Era in 5 Minutes or Less

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The role of the Salesforce Admin is evolving from managing a platform to governing a digital workforce. But we know that as an admin, your “to-do” list is already miles long. That’s why we created Agentforce Decoded—a series of high-impact technical walkthroughs designed to respect your schedule.

⚡ Series spotlight: Learning at admin speed

Every video in this series is 5 minutes or less. Whether you have a quick coffee break or a gap between meetings, you can pick up a new AI concept and get back to your day without missing a beat.

Here’s a look at the essential foundational videos to get you started.

1. Conversational Features of Agentforce: Building Your First Agent

This video dives into how Salesforce’s Agentforce platform delivers true conversational AI. You’ll see how its reasoning engine lets an agent understand natural language, plan a sequence of steps, and stay on task using a defined “job description” so it behaves in line with real business goals. 

It breaks down how topics, flows, and prompts work together to keep conversations natural and purposeful. In short, this isn’t just about smart responses—it’s about building digital employees that can reason through tasks rather than simply follow scripts.

Watch Conversational Features of Agentforce.

2. How to Use the New Agentforce Builder (Beta)

This video breaks down how the new Agentforce Builder (beta) works and what it actually looks like to create an AI agent inside Salesforce. It shows how you define what an agent is responsible for, what actions it can take, and how it should respond—all through a guided, no-code interface. 

The focus is on turning business intent into real, conversational behavior without complex setup. It’s a practical look at how quickly an idea can become a functioning AI agent.

Watch How to Use the New Agentforce Builder (Beta).

3. Standard Actions: Query and Summarize Records

This video gives a hands-on look at how Agentforce’s standard actions like Query Records and Summarize Records can simplify building powerful AI agents without complex setup. It shows how these building blocks let an agent pull data from Salesforce and turn it into concise summaries or context for smarter responses. 

You’ll see how these actions speed up agent creation and unlock real-world usefulness—like answering questions with trusted business data. If you want a peek at what makes Agentforce action-ready for employees, this walkthrough delivers that clarity.

Watch Standard Actions: Query & Summarize Records.

4. Service Agent User Permissions

This video dives into the critical technical task of setting up permissions for a Service Agent using the principle of least privileged access. You’ll learn how to configure the Agentforce Service User permission set to ensure your agent has exactly the right level of data access—nothing more, nothing less. 

It highlights the importance of assigning these permissions correctly so the agent can interact with cases and customer data securely. By mastering this setup, you ensure your agent remains a trusted and compliant part of your service organization.

Watch Service Agent User Permissions.

5. Demo to Stakeholders: Gaining AI Buy-In

This video shows how you can pitch and demo Agentforce to key stakeholders in your business, turning vague AI hype into something tangible and persuasive. It explores how to frame what Agentforce actually does—solving real business problems with autonomous AI agents that go beyond scripted chatbots. 

You’ll see examples of how agents can interact conversationally, pull trusted CRM data, and take meaningful actions on behalf of users. If you want a playbook for getting buy‑in and excitement at your org, this is a practical showcase of what it looks like in action.

Watch Demo to Stakeholders.

6. Standard Actions: Summarizing Records and Creating Tasks in Agentforce

Utilize the hard work you’ve already put into your Salesforce org by automating common daily tasks with Standard Actions. This episode explores how agents can perform out-of-the-box functions like summarizing complex records, creating tasks, and updating fields directly within a conversation. 

We show you how these building blocks allow the agent to interact with your data securely and efficiently without requiring custom code. It’s a rapid look at how to deliver immediate value to your users by automating the high-volume, repetitive tasks they deal with every day.

Watch Standard Actions: Summarizing Records and Creating Tasks.

7. Extend Your Slack Automation with Agentforce

This video shows how to take Slack flows you’ve already built and wire them into your Agentforce agent so the agent can run those automations conversationally. You see how information collected during a chat can be passed into a Slack flow, letting the agent trigger notifications or actions in Slack without manual handoffs. 

It highlights the value of reusing existing automation logic so your agent doesn’t reinvent the wheel but instead taps into what your org has already built. The result is a smoother handoff between AI conversation and collaboration tools like Slack. 

Watch Extend your Slack Automation with Agentforce.

8. Actionable Analytics with Agentforce

This video demonstrates how to fulfill a core Admin responsibility: providing stakeholders with clear, data-driven insights into agent performance. You’ll learn how to use Standard Actions and out-of-the-box reporting to answer critical questions about how your agents are being used. 

It shows you how to track the most frequent topics and actions triggered by users, so you can see exactly where the agent is providing value and where it might need further refinement. By using these built-in analytics, you can move beyond guesswork and prove the ROI of your AI initiatives with real-time data from your Salesforce org. 

Watch Actionable Analytics with Agentforce.

9. Agent Quick Actions

Work smart, not hard! This video demonstrates a powerful way to make your agent’s skills more accessible by turning them into Quick Action buttons on standard record pages. You’ll see how to take an existing agent capability—like a Summarize Case tool—and embed it directly onto a layout by mapping it to a specific utterance. 

It highlights how the agent uses its reasoning engine to instantly trigger the right logic, helping users get high-value AI insights with a single click without ever opening a chat window. This is the ultimate shortcut for admins to put AI power exactly where their users are already working.

Watch Agent Quick Actions.

10. From Flows to Prompts: Creating a Reasoning-Based AI Agent for Sales Reps

This video is where everything—flows, prompts, and the agent itself—finally stops being a theory and starts working as a real tool. Using a fictional bakery called Mochi Cupcakes, the demo tackles a common headache: sales reps wasting time on manual admin tasks.

You’ll see exactly how the agent “thinks” through the process. It uses an autolaunched flow to grab a customer’s ID and history, then passes that data directly into a prompt template to spit out personalized baking class recommendations. If you’re looking for a clear look at how to layer these tools so the agent handles the busy work, this is the one to watch.

Watch Use Case: Mochi Cupcakes.

🚀 This is just the beginning

While these 10 videos provide a powerful foundation, the Agentforce landscape is moving fast—and so are we. This list is just a snapshot of our growing library of content. We’re constantly releasing new episodes of Agentforce Decoded to cover the latest features, Open Beta updates, and real-world admin best practices as they emerge.

Subscribe to the Salesforce Admins YouTube Channel and check back often so you never miss a new episode!

Ready to dive in? Watch the full playlist here and head over to Trailhead to start your Agentblazer journey today!

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