Elements for Salesforce Agentforce Elements.cloud is the platform of choice for implementing Salesforce Agentforce, cutting agent design and deployment time by up to 90%. Find and build high ROI Agents Ensure reliability with structured instructions Stay compliant with built-in governance Talk to us Explore platform Some of the clients we have helped Why use Elements.cloud for Agentforce Implementation? Quickly identify and articulate agent use cases Collaborate with stakeholders on scope and guardrails Design complete, working agents with clear logic and behavior using AI Identify and capture requirements for actions and use AI to generate user stories Accelerate Agent development by automating instructions Faster evaluation, testing and debugging with AI generated test cases Provide governance and stakeholder sign-off of diagrams and user stories Control org complexity and tech debt with Agent metadata in the core metadata dictionary Provide a change log of diagram, instruction and test cases versions Accelerate your Agentforce future with the Agent Designer. Free forever. Agent Designer: This is a key feature of the Elements.cloud Change Intelligence Platform, and is completely free. Agent Designer is built for every Salesforce professional who wants to leverage the power of Agentforce with ease. Talk to us Smart features that accelerate Salesforce Agentforce Without a clear, process-led approach, designing and deploying autonomous AI agents can be complex. That’s why we developed Elements.cloud for Agentforce —to provide you with the clarity, control, and confidence to design, build, and manage Agentforce agents effectively. Updated Agent collaborative design Whiteboard on ideas for agents that reinvent the business Use AI to help ideate on use cases and provide the initial agent design. Collaborating with cross-functional teams to fine tune the agent design and get everyone on the same page. Keep track of your agents with their skills, topics (JTBD), instructions, and actions in an AIM (Agent Interaction Map). Instruction validation and generation Use AI to evaluate and suggest improvements to the agent design diagram before you waste time building and testing the agent. Accelerate building topics with one-click automated instruction generation. Use AI to generate user stories for metadata changes to support actions. Agent testing and iteration Ensure thorough test coverage. Each scenario – not just the “happy path” – is evaluated with the AI-generated test utterances. Accelerate debugging by using the diagram to understand the changes required. Iterate rapidly with confidence with an audit trail of diagram changes alongside the instructions and test utterances. Versioning and documentation Apply light touch, yet rigorous governance. Design iterations are tracked in the audit trail. When you deploy the agent, version the design documentation with a formal sign-off. Eliminate the risk of changes. Agent and Data Cloud metadata is automatically added to the metadata dictionary with impact and dependency analysis to the core metadata. Design versioning Get more achieved with your team by collaborating in live agent process mapping sessions with everyone on the same page. Rapidly capture processes, then use diagrams to validate requirements, guide user acceptance testing, provide training and meet regulatory compliance. Agent finder Elements.cloud’s Agent Finder feature automatically analyzes your business processes and pinpoints where AI Agents and other automations will have the greatest impact. Agent Finder evaluates how each task is triggered, the type of input it requires, the nature of the activity itself, and the expected outcome. From that analysis, it recommends one of three automation types: Conversational Agent, AI Workflow, or Deterministic Automation. Talk to us Explore plaform Why the worlds leading teams trust us 97 % Faster impact analysis than with most other vendors 6 days from idea to production for a complex agent I’m so excited about seeing such a clear process-based overview of what the agent is supposed to do Miriam McCabe Sr Director, Global Delivery Innovation, Salesforce Power up your Agentforce deployment with Agent Designer. Free forever. 1 Space and 3 Editors Whiteboard ideation Business Analysis Agent Automated instruction generation AI test utterance generation Audit trail and change logs Talk to us Organizations who are in their element Elements.cloud allows my team to assess risks quickly and make informed decisions. We can evaluate potential impacts of feature requests and implement them with speed and confidence. G2 Elements.cloud was instrumental in helping Bosch accelerate their Salesforce rollout while reducing risk. Nils Heblich-Menke Bosch, Chief Product Owner It is very amazing to me how many profiles and permission sets in Salesforce environments use the View All and Modify All permissions at both the object and system level. Matt Meyers Salesforce Certified Technical Architect (CTA), EZProtect I’m so excited about seeing such a clear process-based overview of what the agent is supposed to do Miriam McCabe Sr Director, Global Delivery Innovation, Salesforce Using Elements is like having a Swiss Army knife for Salesforce. It’s become an integral part of our Salesforce-focused methodologies. Daniel Keith Tenger Ways Frequently asked questions What is Agentforce? Agentforce is Salesforce’s AI agent platform that allows businesses to build, customize, and deploy autonomous AI agents to support both customers and employees. Agents can execute actions, interact with systems, and pull from relevant data to achieve their objectives. Do you need Data Cloud to implement Agentforce? Agentforce generally needs Data Cloud to be able to monitor and build event logs of agent activity. Customers using Salesforce Enterprise Edition or higher will have a free Data Cloud (Starter) SKU included in their subscription. If Agentforce agents need data in real-time, or unstructured data from 3rd party systems, then you should obtain a full license for Data Cloud as it is tightly integrated. What’s the best way to build Agentforce agents? Agent Designer from Elements.cloud is the proven process-led change platform for Agentforce diagramming. If you’re wondering how to deploy Agentforce without commitment, this free capability offers the ability to design, deploy, and iterate reliable agents over 10x quicker. Learn more about Agent Designer and how to start using it today. Do you need coding experience to deploy Agentforce? Agentforce is a low-code platform offering tools like Agent Builder, Prompt Builder, and Flow Builder, so you can create and customize agents with little more than natural language descriptions. While extensive coding experience isn’t required, thorough planning is. Creating effective and robust Agent Instruction Diagrams is an essential foundation for good performance and compliance. Our free tool Agent Designer helps you create these diagrams with ease, allowing you to cut agent deployment time by 90%. Are Prompt Templates part of Agentforce? Yes. Agentforce uses Prompt Templates that can summrarize information as part of conversational agents and AI workflow. So a Prompt Template can be part of an Agentforce agent, or can be standalone and launched from a button. Does Elements metadata dictionary sync, document, and business dependencies for Agentforce Metadata? Yes. And it builds the critical dependency analysis between Agentforce metadata and to core Salesforce metadata, along with notifications, change log, versioning, and documentation How can AI help build agents? We are prototyping a number of Agents that can accelerate the design, build, and monitoring of other agents. Some are already available. We can draw process diagrams from text or images. We can write user stories for processes and suggest which metadata can be reused. But we can see even more opportunities to build agents that build agents. How does Agentforce for Salesforce ensure data security and compliance? Agentforce delivers robust security through the Einstein Trust Layer. The Einstein Trust Layer includes data masking, zero retention of sensitive data for model training, and adherence to Salesforce’s strict security protocols and compliance standards (including GDPR, CCPA, HIPAA). When you use Agent Designer, the free tool for Agentforce deployment from Elements.cloud, you’ll benefit from built-in compliance support to help you scale quickly without elevated compliance risk. Can Agentforce integrate with external systems and data sources? Agentforce is designed to integrate seamlessly with Salesforce CRM, Data Cloud, MuleSoft APIs and Apex. It can connect to various external data sources and third-party applications through Salesforce Data Cloud. Learn more about the architecture of Agentforce data and data sources. Do I need to have clean CRM data to deploy Agentforce? How does Agentforce handle “messy” data? Agents need good data, and that requires good data governance. That being said, we don’t recommend waiting until your “data cleanup” is finished before getting started with Agentforce – because it will never be finished. By using tools like Configuration Mining to map your Org processes and data model, you can get started with Agentforce immediately while driving better governance in tandem. You can quickly see the opportunities using Agent Finder, and see the data governance and security implications for any agent use case. What’s the difference between Agentforce and Flow Orchestration? When should I use one over the other? Agentforce and Flow Orchestration have some overlap, but are fundamentally different tools. Flow Orchestration is suited to rigid, deterministic processes – typically ones that require human intervention at one or more points (such as approval stages). Agentforce is suited to use cases that require application of “fuzzy logic”, such as interpreting an employee request or responding to a customer question phrased in natural language.
