Agents for Customer Engagement at Scale | 规模化客户互动：用 Salesforce Go 设置潜在客户培育代理（练习操作步骤）

《Agents for Customer Engagement at Scale | 规模化客户互动：用 Salesforce Go 设置潜在客户培育代理》的分步练习操作指南。...

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📅 2026/10/2 ✍️ ponybai 🏷️ agentforce, salesforce, ai

本文是《Agents for Customer Engagement at Scale | 规模化客户互动：用 Salesforce Go 设置潜在客户培育代理》的练习操作步骤。阅读原文请见：Agents for Customer Engagement at Scale | 规模化客户互动：用 Salesforce Go 设置潜在客户培育代理。

1. Enable Engagement

  1. On the Agentforce for Sales page, under Start with an Agent Template, toggle on Engagement.
  2. Click Turn On in the dialog box and wait for the agent to be enabled.

2. Manage Access for Managers and Users

  1. Next to Manage Access for Managers and Users, click Manage.
  2. Under the Use Engagement Agent tab, change the dropdown to All Users.
  3. Locate OrgFarm EPIC and check the box, then Assign and Done.

3. Configure Einstein Activity Capture

  1. Click Go To Setup next to Configure Einstein Activity Capture (EAC).
  2. Click Start Set Up, select Google, then Next.
  3. Select User Level, then Next.
  4. Enter Welo Connection, then Next.
  5. Review Sync Settings → Next, then Advanced Settings → Next.
  6. Add OrgFarm EPIC to the Selected list, then Next, then Finish.
  7. Close the tab and refresh the Salesforce Go page.

4. Manage the Agent's User Record and Email

  1. Next to Manage Agent's User Record and Email, click Manage.
  2. Click the Agent's User Record dropdown and select + New User (refresh if needed).
  3. First Name Sales, Last Name Agent, then Create.
  4. Click Next, then Connect Account.
  5. Check the terms box and click Next.
  6. Click Connect My Google Account and link your email and calendar, then finish.

5. Configure Data for Your Agent

  1. Download the [Welo Company FAQ](https://developer.salesforce.com/files/Welo_Company_FAQ.pdf).
  2. Click Go to Setup next to Configure Data for Your Agent.
  3. Click Add Data, then Upload Files.
  4. Name: Welo Customer Policies Library; click Upload Files and select Welo Company FAQ.
  5. Click Save and wait until status shows Uploaded.

6. Build a New Sales Agent

  1. Next to Build and Manage Agent, click Go, then Get Started.
  2. Click the Engagement template, then Continue.
  3. Agent Name Lead Nurturing, Company Name Welo, paste the Company Description, then Save and Continue.

7. Configure Email Settings

  1. Paste the Primary Value Proposition and Key Achievements.
  2. In Preview Email, select lead Sandra Eberhard and click Generate Preview.
  3. Click Continue.

8. Test Agent Responses

  1. In Preview Email, select lead Andy Young.
  2. Paste the sample customer question and review the response.
  3. Click Continue.

9. Assign Prospects to Your Agent

  1. Toggle Leads on.
  2. Check Lead is created or updated.
  3. Set Take Action When to Custom Logic (AND, OR, NOT).
  4. Add three conditions: Industry Equal Finance; Rating Equal Warm; Rating Equal Hot.
  5. Set the custom logic expression to 1 AND (2 OR 3).
  6. Click Save, then Continue twice.

10. Review and Activate

  1. Review the configurations and test in Preview Email.
  2. Click Activate Agent.