What you'll take away

Hands-on build of a working Sales Employee Agent — topics, instructions, and a real deal-update action. Led by Michael Green. For all Salesforce professionals, any level. You'll leave with hands-on experience building the agent.

It is easy to chat with AI tools like ChatGPT or Claude. But it is not easy to use Agents to reliably update a live deal.

The chat interface gets all the attention, but the actions, instructions, and edge-case handling underneath are what actually determine whether it works in production.

We have one requirement: ‘Have an agent update an Opportunity.’ Under the hood it involves multiple steps including Agent, Sub-agent, Agent actions and also using Flows. 

This workshop builds this live, step-by-step configuration for an Agentforce Employee Agent to update Opportunities, which you can immediately use for your sales team.

We'll build and test live, in small groups. Be sure to sign up for a Dev org: https://www.salesforce.com/products/free-trial/developer/