Customer Workspace
for Salesforce®
Documentation
Live Support
Introduction
Overview
Getting Started
🎉 Exciting: Unveiling our Formula Agent!
Deep Dives
What is an Agent?
Injecting Your Agents into your Salesforce Org
The Power of Agents Biases
How Agents Understand Context
Memory Objects for Real-time data
Knowledge Objects make Agents Wiser
Injecting the write Prompt at the right Place
Use Cases
AI Agents for the introverted Salesforce Professionals
Let's break stuff! The worst way to Implement AI Agents in Salesforce
Let's brag about our Agents! we all deserve it.
Customer Service Automation
Data Analysis and Reports
Workflow Optimization
Concepts
Understanding Agents
Memory Types
Apex Behavior
Flow Behavior
Thought Process
In-Depth Guides
Controlling Agent Queries
Understanding Memory Options
Managing Apex and Flow Behaviors
Troubleshooting & FAQs
Common Issues
Frequently Asked Questions
Additional Resources
Glossary
Best Practices
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