Workshop Overview

This workshop uses a sample demo Sales Cloud environment with pre-configured data to simulate IBM's experience. Due to rapid growth, IBM's actual Sales Cloud environment is complex and its organization siloed, impacting productivity. This hands-on session will explore how Agentforce can facilitate cross-selling and knowledge sharing to enhance productivity and drive revenue growth within a complex, data-rich environment, mirroring challenges faced in a fast-paced organization like IBM.

In this workshop, you will learn:

Steps	Exercise	Link
Exercise #0	Request a Workshop Environment	Exercise #0
Exercise #1	Build & Modify Your Agentforce Agent Topic	Exercise #1
Exercise #2	Create a Meeting Notes Summary Prompt Template	Exercise #2
Exercise #3	Turning Meeting Notes into Answers	Exercise #3
Exercise #4	Bonus: Test Your Agent	Exercise #4