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As Salesforce product owners, the advent of Agentforce presents exciting opportunities to enhance your org's capabilities and streamline processes through AI-powered agents. However, to fully harness the potential of Agentforce, it's crucial to ensure that your org is adequately prepared. Here are some key areas to focus on:
Automation Landscape: Understanding your current automation landscape is vital. Agentforce leverages Salesforce flow and triggers for Agent Actions, so if your org heavily relies on legacy automation like Workflow Rules and Process Builders, migration to Flow might be necessary. Quickly uncover your object automation landscape using the Hubbl Diagnostics object automation tab.
Automation Descriptions: Our research shows that 20% of the metadata in the average org has no description. AI agents rely on metadata descriptions to understand your code's functionality. Incomplete or missing descriptions can hinder their effectiveness.
You may know what that custom field means, but your AI agent doesn’t. Hubbl Diagnostics finds all your missing descriptions and, using our Swantide integration, AI can help generate and populate these descriptions. Now your agent is in the know!
Process Baselining: Before implementing Agentforce, establish a baseline of your existing processes. This allows you to measure and demonstrate the ROI of your Agentforce implementation. The Hubbl Process Analytics app lets you visualize your current-state processes with ease and even helps with bottleneck identification.
Field Descriptions and Data Quality: Missing descriptions gets even worse for custom fields at 51% in the average org. Ensure that fields utilized by your AI agents have clear descriptions. Additionally, maintain high data quality within those fields, as poor data can negatively impact agent performance. You can use Hubbl Diagnostics whole-org field utilization to analyze all the fields your agent is interacting with in its actions. This helps you uncover scenarios where, for example, data incompleteness in a field can cause Agentforce to be less effective.
Custom Code and Package Security: If your agents interact with custom code or packages, prioritize code security and ensure that packages are up-to-date and securely reviewed. The Hubbl Diagnostics custom code tab provides a full security review using the Salesforce analyzer. You can also uncover recommendations to fix the code or leverage an AI assistant to generate proposed code fixes.
By proactively addressing these considerations, you can lay a solid foundation for a successful Agentforce implementation, maximizing the value and efficiency that AI-powered agents bring to your Salesforce org. Remember, preparation is key to unlocking the full potential of Agentforce and driving innovation within your organization.
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