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How Salesforce's Agentforce tool uses AI to automate tasks

Nov 11, 2024 - businessinsider.com
Salesforce has launched Agentforce, a platform that uses generative-AI models to help users automate tasks. The platform builds on Salesforce's existing products and allows clients to build and deploy agents for tasks such as generating reports from sales data and summarizing conversations in Slack. The core technology of Agentforce, the Atlas Reasoning Engine, was developed by Salesforce's engineering team and can access AI models from third-party technology partners including OpenAI, Anthropic, Amazon, and Google.

Agentforce uses ReAct prompting to help agents reason through problems and can lead to fully autonomous agents that offer personalized support based on a user's specific inquiry. Salesforce also provides a tool called Agentbuilder for clients to create and deploy custom Agentforce agents. The company measures the success of its software by the success of its clients and aims to see a broad adoption of AI agents designed with Agentbuilder within their CRM systems and in Slack.

Key takeaways:

  • Salesforce has expanded its AI tools with Agentforce, a platform that helps Salesforce clients build and deploy agents to automate tasks such as generating written reports from sales data and creating summaries of conversations in Slack.
  • Agentforce's core technology, the Atlas Reasoning Engine, was developed by Salesforce's engineering team and can access AI models from third-party technology partners including OpenAI, Anthropic, Amazon, and Google.
  • The Atlas Reasoning Engine uses what's known as ReAct prompting to help agents reason through problems and can lead to fully autonomous agents that offer personalized support based on a user's specific inquiry.
  • Salesforce's clients can also use a tool called Agentbuilder to create and deploy custom Agentforce agents that can act on triggers, such as receiving an email or making a sale, without a direct prompt from a company's employees.
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