What is Agentforce2dx?
Unlike traditional, reactive chat-based AI, Agentforce 2dx enables AI agents to operate proactively in the background, anticipating business needs and executing tasks without constant human intervention. This innovation allows organizations to enhance efficiency, agility, and scale by embedding AI agents directly into their data systems, workflows, and user interfaces.
This marks a major leap from Salesforce’s previous approach, where AI agents relied on user prompts within chat interfaces. With the latest evolution, agents can now be embedded to proactively anticipate needs, track data changes, and take autonomous actions across any business process.
Agentforce 2dx introduces a powerful suite of low-code and pro-code tools, enabling Salesforce developers to configure, test, and deploy AI agents with greater speed and confidence. These tools are combined with advanced analytics, providing real-time data and insights to monitor, debug, and optimize agent performance. To support experimentation, Salesforce has launched the Agentforce Developer Edition—a free environment where developers can prototype agents and explore the full potential of Data Cloud, Salesforce’s hyperscale data engine.
“Companies today have more work than workers, and Agentforce is stepping in to fill the gap. By extending digital labor beyond CRM, we’re making it easier than ever for businesses to embed agentic AI into any workflow or application to handle routine tasks, augment employees, and connect with customers.
Adam Evans, EVP and GM of Salesforce’s AI Platform
What’s New in Agentforce 2dx?
Admins and developers can now embed Agentforce anywhere with new tools that simplify deployment and customization.
- Agentforce API – Connect Agentforce to backend systems and apps. Customers can trigger agents when an ERP order is created.
- Agentforce Invocable Actions – Integrate Agentforce with Salesforce automation (Flow, Apex). Automate next steps when an opportunity moves to certain stages.
- MuleSoft for Agentforce – Easily link Agentforce with APIs from MuleSoft, Salesforce, and Heroku. Developers can now use natural language in MuleSoft Topic Center to create agent topics and actions from MuleSoft APIs.
- Agentforce in Slack – Embed Agentforce in Slack automations. Trigger AI actions from Slack events and carry conversation context seamlessly.
- Agentforce Employee Template – Quickly set up AI agents for employee workflows in Slack and Salesforce with a new Agentforce template. Configure and deploy across any line of business.
- Agentforce Surfaces – Customize how Agentforce appears across digital channels with interactive content tailored for each platform.
- Agentforce Cards – Add Lightning Web Components to Agentforce responses for richer context and functionality.
- Tableau Semantics – Give Agentforce real-time business context from Tableau for smarter insights and better responses.
Confidently Configure, Test, and Deploy with New Tools
Agentforce now offers powerful tools for admins and developers to easily build, test, and manage AI agents within their existing Salesforce workflows.
- Agentforce Developer Edition: A free environment to explore Agentforce and Data Cloud, with 10GB of Data Cloud access and 150 LLM generations per hour.
- AI Assistance in Agent Builder: AI-powered tools help teams quickly configure agents, troubleshoot responses, and optimize performance.
- Testing Center: Automate large-scale testing in Salesforce Sandbox, ensuring agents follow best practices and remain accurate.
- CLI & VS Code Support: Developers can now create, update, and test Agentforce configurations directly through CLI and VS Code.
- DX Inspector: View and track all Agentforce metadata and configurations within Salesforce Sandbox for easier debugging.
- Agentforce Interaction Explorer: Get detailed reports and insights on agent performance, user interactions, and AI-driven recommendations for improvement.
Is it Agentforce 3.0?
FAQ:
1. What makes Agentforce different from traditional customer service solutions?
Agentforce leverages AI, ML, and NLP to provide predictive insights, automate workflows, and personalize customer interactions—capabilities that traditional customer service solutions lack.
2. Can AgentExchange integrate with non-Salesforce CRMs?
Yes, while AgentExchange is optimized for Salesforce, it can integrate with various CRM systems via APIs and custom connectors.
3. How does AI-driven case routing improve efficiency?
AI analyzes past cases, agent expertise, and customer context to intelligently assign tickets, ensuring faster resolution and better resource utilization.
4. Is AI automation replacing human agents?
No. AI-powered tools like Agentforce and AgentExchange AI enhance agent productivity by handling repetitive tasks, allowing human agents to focus on complex customer needs.
5. How can businesses get started with AgentExchange and Agentforce?
Nilamani Das
Nilamani is a thought leader who champions the integration of AI, Data, CRM and Trust to craft impactful marketing strategies. He carries 25+ years of expertise in the technology industry with expertise in Go-to-Market Strategy, Marketing, Digital Transformation, Vision Development and Business Innovation.
