Salesforce

• ✓AIによる取引管理
• ✓CRMデータ連携

👍 Best for

• ＋カスタマイズ可能なAIエージェント
• ＋すぐに使えるテンプレート
• ＋プロンプトビルダー
• ＋CRMデータ連携
• ＋セキュリティとプライバシー準拠

• −Flexクレジットが必要な場合あり
• −一部機能はアドオンの購入が必要

Pricing model: Freemiumⓘ · from $600. No plan details yet.

SalesforceのAgentforceは、企業がAIエージェントを構築・展開して業務プロセスを効率化するための包括的なソリューションを提供します。無料プランから始められ、様々な業種やユースケースに対応しています。

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1. 1

   Sign up for a free account

   Visit the Salesforce website and sign up for the free plan of Agentforce to start exploring its features.

2. 2

   Explore the pre-built templates

   Review the available templates to quickly build an AI agent tailored for sales, service, or marketing tasks.

3. 3

   Connect your CRM data

   Integrate your Salesforce CRM data to allow the AI agent to access and utilize relevant customer information.

4. 4

   Customize your AI agent

   Use the provided tools like prompt templates, Flows, and Apex to personalize the agent's behavior for your specific business needs.

5. 5

   Deploy the agent to your team

   Once configured, deploy the AI agent so your sales, service, or marketing teams can start using it for support and task automation.

Facts on this page are attributed to their source and verification status where available. Primary source: salesforce.com.

Versioned field history and change tracking will appear here as the tool is enriched and updated (Phase 2+).