Quick Start: Agentforce Coworker | Agentforce Coworker 快速上手(练习操作步骤)

《Quick Start: Agentforce Coworker | Agentforce Coworker 快速上手》的分步练习操作指南。...

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

本文是《Quick Start: Agentforce Coworker | Agentforce Coworker 快速上手》的练习操作步骤。阅读原文请见:Quick Start: Agentforce Coworker | Agentforce Coworker 快速上手。

1. Sign Up for a Developer Edition Org

  1. Click Create Playground, then Yes, Create Playground.
  2. Note the expiration date and click Launch to open the playground.

2. Assign Permission Sets

  1. Click the gear icon and select Setup.
  2. Search for and select Users, then click EPIC, Orgfarm.
  3. Scroll to Permission Set Assignments and click Edit Assignments.
  4. Move Agentforce Coworker Admin to Enabled Permission Sets, then Save.

3. Enable Agentforce Coworker

  1. Search for and select Get Started with Agentforce Coworker.
  2. Click Get Started.
  3. Set the toggle to On, then click Turn On in the disclaimers window (may take a minute or two).

4. Grant Access

  1. Scroll to Manage Users and click Manage next to Manage Access to Agentforce Coworker.
  2. Check OrgFarm EPIC, click Assign, then Done.

5. Use Agentforce Coworker

  1. Open the App Launcher and select Sales.
  2. Click Ask next to the global search bar.
  3. Enter Tell me about the results for the Charity Night campaign for the Harvest Table Kitchen account? and press Enter.
  4. Enter Compare it vs all the other promotions for this account (or Put this info into a table).
  5. Enter Ask one of the agents for the customer sentiment score for Harvest Table Kitchens.
  6. Enter Update the contact Charlotte Dubois's phone number to 972-555-1011 (note it can't update records by default).

6. Enable Record Updates (Optional)

  1. Click the gear icon and select Setup.
  2. Search for and select Get Started with Agentforce Coworker.
  3. In Manage Data, check Add Existing Data.
  4. Turn the Agent Actions toggle to On for Salesforce.
  5. Return to Sales, click Ask, and re-enter the update request, then click Confirm.