AI in Action: Flex Credits, Cards, and the Trust Layer—Agentforce Explained

Описание: AI is evolving fast—and so is Salesforce Agentforce. In this episode of AI in Action, FSM’s Eric Housh and Director of AI Zack Terry break down the latest Agentforce updates, including dynamic, rich cards, expanded SDR agent capabilities, and new trust layer enhancements.

They also unpack Salesforce’s 5 Attributes of an Agent, the “When... I want… so that…” use case framework, and the new flex credit pricing model—helping you understand how to build smarter, safer AI Agents inside Salesforce.

💡 Want help applying Agentforce in your business? Let’s talk: https://www.fastslowmotion.com/ai-for...

#leadgeneration #CRM #salesforce #aiautomation #promptengineering #workflowautomation #aiworkflow #salesforceintegration #agentforce ‪@salesforce‬

▶️ CHAPTERS:
00:00 – AI Advancements and Ecosystem Growth
00:58 – Focus on Salesforce and Agentforce
01:15 – Agentforce Platform Enhancements
01:36 – Context-Aware Agent Deployment
02:05 – Rich UI Elements in Summer Release
02:34 – SDR Agent Updates and Expanded Use
03:04 – SDR Email Testing and Policy Controls
03:33 – Salesforce Educational Resources
03:48 – The Five Attributes of an Agent
04:19 – Role: Defining Agent Purpose
04:36 – Data: Access and Integration Options
05:25 – Actions: Standard and Custom Capabilities
06:16 – Guardrails: Setting Agent Boundaries
07:05 – Channel: Where Agents Operate
07:57 – The Trust Layer Overview
08:59 – Data Masking and Zero Retention
10:02 – Why Agentforce vs. Custom Integrations
10:34 – Common AI Concerns from Leaders
11:00 – Getting Started via Salesforce Foundations
11:48 – Agentforce Pricing Model: Credits vs. Conversations
12:59 – Choosing the Right Billing Option
13:19 – Use Case Framework: "When I Want So That"
14:32 – Aligning Agentforce with Business Goals