Post
Top Tips for Building With Agentforce
Posted on May 20, 2025 (Last modified on June 4, 2025) • 3 min read • 498 wordsSix experienced Admins share practical AI advice for Agentforce builders
Agentforce is here — and Salesforce Admins are already making it work for them in real-world ways. In this episode of Salesforcesight, we explore actionable advice from six experienced Admins (aka “Agentblazers”) who are actively building AI agents on the Salesforce platform.
These insights come straight from the field and are packed with practical tips you can apply today.
Read the full article that inspired this episode:
Agentblazers Share Their Best Tips for Building With Agentforce
Key Highlights from the Episode
Identify the Right Use Cases
Agentblazers suggest starting with repetitive tasks and pain points that can be measured. Look for areas where:
- Time is consistently wasted
- Friction is high for users or customers
- There’s a clear opportunity to boost productivity or reduce cost
If the outcome of solving a problem has business impact—increased efficiency, faster response times, reduced costs—it may be a great candidate for an AI agent.
When to Use an Agent
Not every automation problem is an Agentforce problem. Use an agent when:
- The solution requires intelligence (vs. simple automation)
- The task spans multiple systems or data sources
- Decisions are based on complex logic or human-like interaction
If it’s just a basic field update, keep it in Flow. But if it’s reasoning across multiple systems? Agentforce might be your new best friend.
Build and Iterate with Confidence
The Agentblazers emphasized:
- Start small: Build a minimum viable agent and test.
- Document your agent’s scope: What it knows, what it can do, and where it stops.
- Leverage Trailhead: Modules like “Build an AI Agent” are crucial.
Prioritize Data Quality and Security
Your AI agent is only as good as the data it sees. Make sure to:
- Use trusted, unified data sets
- Be aware of security review requirements
- Don’t shortcut the data modeling step
Bad data in means bad answers out—so don’t skip this.
Communicate Business Value
Whether you’re presenting to stakeholders or writing your case study:
- Use metrics to show improvements
- Tell a before-and-after story
- Build a simple proof of concept they can see and touch
The goal? Make your agent’s value crystal clear.
Agentblazer Wisdom in Action
Throughout the episode, you’ll hear advice from real Salesforce Admins who’ve been early adopters of Agentforce tools. They’ve tackled real use cases, made mistakes, and learned what works—so you don’t have to start from scratch.
Let their experience be your shortcut to success.
Ready to Start Building?
Complete this Trailhead module to begin your Agentforce journey:
Build an AI Agent
And if you haven’t yet, read the full blog post from Salesforce Admins:
Agentblazers Share Their Best Tips
You can also check out the Podcast on Spotify or anywhere Podcasts are shared!
Coming Up Next
Next week on Salesforcesight, we’ll take a closer look at how to define your agent’s personality and tone using the new Prompt Builder settings—and how that changes user adoption.
And until next time, keep working hard, smart, and happy. We’ll see you in the cloud!