Elements for Agentforce Elements.cloud is the platform of choice for implementing Agentforce, providing a clear and collaborative design approach. Build AI agents faster 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 Smart features that accelerate 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. 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 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 the difference between Copilot and an Agent? Agents use a reasoning engine to plan and take actions autonomously based on natural language but requires user input. Copilots can understand natural language but requires user guidance to perform a task. Are Prompt Templates part of Agentforce Yes. Agentforce uses Prompt Templates, but they can be used independently using AI to deliver actionable outcomes such as account summaries or personalized emails. Do you need Data Cloud to implement Agentforce? Agentforce needs Data Cloud to be able to monitor and build event logs of agent activity. If Agentforce agents need data or unstructured data from 3rd party systems, then you should use Data Cloud as it is tightly integrated. Does Elements metadata dictionary sync, document and business dependencies for Agentforce Metadata We are currently adding these new metadata types to the sync. Then they will automatically have all the notification, documentation, impact analysis, and dependency functionality. How can AI help build agents? We are prototyping a number of Agents that can accelerate the design, build, and monitoring of 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.
