创建 Employee Agent — 在 Agentforce 中构建、授权并使用 AI 员工助手（练习操作步骤）

本文是《创建 Employee Agent — 在 Agentforce 中构建、授权并使用 AI 员工助手》的练习操作步骤。阅读原文请见：创建 Employee Agent — 在 Agentforce 中构建、授权并使用 AI 员工助手。

1. Sign Up for a Developer Edition Org

1. Sign up for a free [Developer Edition org with Agentforce for employees](https://trailhead.salesforce.com/promo/orgs/learn-agentforce-for-employees-on-trailhead).
2. Fill out the form, click Sign me up, open the activation email, and click Verify Account.
3. Connect the org to Trailhead: Connect Org, sign in, Allow, then Yes! Save it.

2. Enable Agentforce Agents

1. Click the gear icon and select Setup.
2. In Setup Quick Find, search for and select Salesforce Go.
3. In the Search features box, search for and select Agentforce Studio.
4. Click Get Started, then Turn On, then Confirm.
5. Ensure the Turn on Agentforce Studio toggle is On, then refresh your browser.

3. Create a General Agent

1. Open the App Launcher and select Agentforce Studio.
2. From the Build menu, click Agents, then New Agent.
3. In the "Or, start with a template" section, find Agentforce Employee Agent and click Details, then Select Template.
4. For Agent Name, enter General Agent (Developer Name autopopulates as General_Agent).
5. Click Let's Go.
6. Click the + icon (top right) and select Add from Asset Library.
7. Find General CRM, click Select, then Add to Agent.
8. Expand General CRM, hover over it, click +, and Add from Asset Library.
9. Find Summarize Record, click Select, then Add to Agent.
10. Hover over General FAQ, click the three dots, select Delete, then Yes, Delete.
11. Click Save.

4. Preview and Activate the Agent

1. Click Preview.
2. Click the down arrow next to Live Test Mode and select Live Test.
3. In the chat box, enter Provide me an overview of Edge Communications.
4. Click Save, then Commit Version twice, then Activate twice.

5. Grant Access to the Agent

1. Click the Setup icon and select Setup.
2. Search for and select Permission Sets, then click New.
3. Label: Grant Agent Access; Description: This grants access to the active Agentforce for employee agents.
4. Click Save.
5. In the Apps section, scroll to Agent Access and click Edit.
6. Select General Agent and click Add (right arrow) to move it to Enabled Agents.
7. Click Save, then Manage Assignments, then Add Assignment.
8. Check the box next to your name, click Next, Assign, then Done.

6. Use the Agent

1. Open the App Launcher and select Sales.
2. Click the Agentforce icon at the top right.
3. In the General Agent window, enter Tell me about Sofia Rodriguez and include a clickable link to her record and ensure the link isn't just text. (select Contact if prompted, then Submit).
4. Review the summary and click Sofia Rodriguez to open her record.
5. Enter Generate an email inviting Sofia on a Biking Expedition in two weeks, use Biking Expedition Adventure! as the subject line and do not ask for additional details.
6. Review the generated email and click Send Email, then Send.