Post
Build Your First AI Agent!
Posted on January 24, 2025 (Last modified on May 15, 2025) • 3 min read • 613 wordswith Tableau and Agentforce
Unlock the Power of AI: Build Your First Agent Today!
Are you ready to dive into the exciting world of AI and see how it can transform the way you work? Whether you’re a tech enthusiast or a total beginner, Salesforce’s latest learning experience—featuring a hands-on workshop, and a detailed guide—makes building your own AI agent easier than ever. And the best part? No coding experience required!
We watched, worked-along, and put it all together here, and on our podcast: Salesforcesight!
From Theory to Practice: A Comprehensive Learning Journey
Salesforce created this learning experience around Coral Cloud Resorts, a fictional company dealing with growing pains in customer service. By using this real-world example, you’ll get a clear, practical understanding of agentic AI, a next-level AI concept that goes beyond basic instructions to independently solve problems.
Here’s what you can look forward to:
🎧 The Podcast: Building Your First AI Agent with Tableau and Agentforce
In this episode of SalesforceSight, we break down some key concepts from the workshop:
- What is Agentic AI? Learn how this technology takes initiative, analyzes data, and proactively solves problems.
- Key Skills of AI Agents:
- Data Pro: Analyzing data and making it easy to understand.
- Concierge: Acting as a customer service powerhouse.
- Inspector: Monitoring systems to identify patterns and offer early warnings.
We get inspired by real-world applications and uncover how you can leverage AI agents for your personal and professional projects.
Check it Out!
đź’ˇ Or listen on Spotify: Building Your First AI Agent with Tableau and Agentforce
🛠️ The Workshop Guide
Document: Build Your First Agent Guide
This step-by-step guide walks you through the process of building an AI agent from scratch. Learn how to:
- Define the agent’s profile, skills, and topics.
- Add custom actions like retrieving customer details and booking experiences.
- Test and publish your agent for real-world use cases.
đź“Š The Tableau + Agentforce Presentation
Document: Build Your First Agent with Tableau and Agentforce
This presentation explains how Tableau’s data capabilities can integrate with Agentforce, making it easy to create data-literate AI agents.
Hands-On Experience: Building Your First AI Agent
The workshop provides a clear roadmap to set up and deploy your AI agent. Some key steps include:
- Setting Up: Create an Agentforce Playground and enable AI settings.
- Defining Your Agent: Name your agent (e.g., “CC Service Agent”), set its profile, and choose its expertise topics.
- Adding Custom Actions: Build tasks like “Get Experience Details,” “Validate Customer Data,” and “Create Bookings.”
- Testing & Publishing: Test the agent through a chat interface before deploying it to Coral Cloud Resorts’ customer service site.
- Real-Time Testing: Interact with the agent from a customer’s perspective to see its impact firsthand.
Why You Should Dive In
AI isn’t just about the future—it’s here now, and it’s accessible to everyone. With this hands-on workshop, you’ll:
- Gain practical AI skills without any coding experience.
- Understand how Agentic AI works to solve problems proactively.
- Create your own AI agent using tools you already know, like Tableau.
- Develop a future-ready mindset to embrace AI-driven innovation.
Take the First Step Today
Ready to join the AI revolution? Start your journey by tuning into the podcast, downloading the guides, and trying your hand at building an AI agent. Whether you’re a seasoned tech professional or just exploring the possibilities of AI, this is your chance to gain practical knowledge and transform the way you work.
đź’ˇ Listen to the full episode on Spotify: Building Your First AI Agent with Tableau and Agentforce
đź’ˇ Or on YouTube!:
đź“„ Download the Workshop Guide: Build Your First Agent Guide
Keep working hard, smart, and happy. We’ll see you in the cloud!