How to Get Started With Agentforce for Free

Ready to get started with Agentforce and not sure where to start? Businesses all over the world are using Agentforce, Salesforce’s complete AI solution.

Since Agentforce is a part of the Salesforce Platform, it’s a comprehensive solution that centralizes customer data, streamlines workflows, and boosts client engagement. But how can you get started for free? 

What Is Agentforce and Why Do You Need It?

Agentforce is a complete AI system that integrates data, AI, automation, and humans to deploy trusted AI agents for concrete business outcomes. It’s the digital labor platform for enterprises, enabling a limitless workforce through AI agents for any department. It works by giving teams tools, services, and agents that can tap into the power of an LLM and their connected business data to identify what work needs to be done.

By using Agentforce, you can significantly reduce the time spent on administrative tasks, allowing you to focus more on growing your business and building stronger client relationships.

One of the standout features of Agentforce is you already have access to Agentforce with the free Foundations add-on, available for Sales or Service Cloud Enterprise Edition and above. For eligible customers, you can visit Salesforce Foundations and begin your journey toward a more efficient and client-focused business.

What Is Included With the Free Foundations Add-On?

As you embark on your journey with Agentforce, the free Foundations add-on is a fantastic starting point. This add-on will equip you with essential sales, service, marketing, and commerce capabilities, enabling you to have a 360-degree view of your customers.  In addition to the suite features included in Foundations, you now get access to Agentforce, which is specifically tailored to the needs of business professionals.

The Foundations add-on includes access to powerful tools like Agent Builder, and a suite of skills including Service Agent, SDR Agent, and Sales Coach. These features are designed to enhance your interactions with clients and simplify your workflows. 

For example, Prompt Builder can help you craft more effective and personalized communications, while Agent Builder allows you to create and manage your digital presence more efficiently. The Service Agent, SDR Agent, and Sales Coach skills provide valuable insights and guidance to help you improve your sales techniques and client service.

With the Foundations add-on, you receive 1,000 conversation credits and 200,000 Einstein Requests, giving you ample resources to explore and use Agentforce’s capabilities. These credits can be used for various interactions, such as chatbots and AI-driven customer service solutions. After you’ve used up your initial credits, you can choose to pay as you go or add a package of credits to continue using the platform without interruption. Tracking your usage is simple with the digital wallet, which provides a clear overview of your consumption and helps you manage your budget effectively.

Whether you’re looking to get started with Agentforce for a proof of concept or to ease into the platform before making a larger investment, the free Foundations add-on is an excellent choice. It offers a comprehensive set of tools that can significantly enhance your business operations and client engagement.

How to Get Started With Agentforce (for Free)

Now that you understand the benefits of Agentforce, let’s dive into how you can get started with Agentforce for free. 

Step 1: Sign Up for Foundations

If you don’t already have a Salesforce CRM, you’ll need to sign up for one. Once you’ve purchased Enterprise Edition or higher, you have access to Agentforce via Foundations. 

New and existing Salesforce customers can activate the Foundations add-on for free, which allows you to begin managing your sales processes without any upfront costs. This is a great way to test the platform and see firsthand how it can help your business. 

Within your Salesforce account, head to advanced setup and locate the Foundations setup option. Follow the on-screen instructions to add the free Foundations add-on to your contract. This setup process is designed to be intuitive, guiding you through each step:

• Go to “Advanced Set Up”.
• Select “Salesforce Foundations” from menu.
• Click “Add to My Contract”.
• Follow the prompt to “Your Account” to check out.
• Go back to “Set Up” for documentation and set up instructions.

Step 2: Get Started With Agentforce

Ready to unleash the power of AI agents? After activating the free Foundations add-on, your next exciting step is activating Agentforce! First, make sure Einstein Generative AI is enabled – this is the key that unlocks the magic. With that done, activating Agentforce is a breeze; just head to setup and flip the switch! 

From there, get ready to explore a world of possibilities. Create different agent types tailored to your needs, personalize them with specific topics, and once they’re ready to roll, give your team access to these super-powered assistants. Get ready to boost productivity and transform your workflows!

Step 3: Connect Your Data 

Lastly, connect your existing CRM data to Agentforce. This integration will allow you to make the most of the full capabilities of the platform, providing a seamless and comprehensive solution for your business management needs. As you begin, monitor your progress and usage to identify areas where you can benefit from upgrading in the future. This will help you make informed decisions and continue to grow your business efficiently.

Additionally, customize your notifications and alerts to stay informed about critical updates and changes in real time. Setting up these alerts ensures that you never miss an important deadline or opportunity, keeping your business running smoothly. By taking the time to get started with Agentforce and personalize your dashboard, you can create a powerful tool that supports your business growth and client engagement.

Final Thoughts

Explore the free training materials and webinars to deepen your understanding of Agentforce and help you discover advanced features. By continuously learning and improving, you can ensure that you’re making the most of this powerful tool, ultimately leading to a more efficient and client-focused business.

Ready to start your journey with Agentforce? Visit Salesforce and get started for free.