What are the best CRM examples in the real world?

To train your support teams for the most likely tickets after enabling Salesforce Agentforce, focus on the unique challenges and changes this autonomous AI agent introduces. Your training plan should cover troubleshooting AI-specific issues, managing agent handoffs, data quality dependencies, and effectively using the new autonomous workflow alongside human agents.

To safely expose new tabs and objects in Data Cloud, update permission sets by:

• Granting object-level permissions.
• Enabling tab visibility for new tabs.
• Reviewing field-level security.
• Testing in a sandbox before deploying to production.

To monitor governor limits affected by new background jobs in Agentforce:

• Use Salesforce Debug Logs: Check logs for CPU time, SOQL queries, DML, and heap size usage
• Enable Monitoring in Setup: Use Apex Jobs, Scheduled Jobs, and Background Jobs pages to track job behavior.
• Set Up Custom Logging: Add logging in the job logic to track usage near governor limits.
• Use Event Monitoring: For deeper insights into system performance and resource usage.
• Alerting: Set thresholds and alerts if approaching critical limits during job execution.

Permission set need to change to safely expose new tabs and objects in agentforce by:

• Grant object-level access: Add Read/Create/Edit/Delete permissions for new objects as needed.
• Assign field-level security: Ensure sensitive fields are restricted; expose only what's necessary.
• Add tab visibility: Update permission sets to make new tabs visible and default on (if applicable).
• Review related permissions: Include related settings like record types, app access, and page layouts.
• Test in sandbox or UAT: access works as expected before deploying to production.

Regression tests protect our core flows in Agentforce after the seasonal upgrade are:

• Sign in and Verification.
• Case Creation and Management.
• Agent Assignment and Task Routing.
• Macros and Automated Actions.
• Data Sync and Integration Points.
• Analytics output and control panel.
• Notifications and Triggers.
• Search and Filtering Functions.