049 — Ian Gotts & Jack Lavous: We did it! Practical advice for implementing Agentforce

Jack McCurdy is joined by Ian Gotts and Jack Lavous from Elements.cloud to discuss the transformative impact of Agentforce within the Salesforce ecosystem.

In this episode we explore how Elements.cloud implemented Agentforce internally, emphasizing the importance of well-defined business processes and the role of business analysis in building effective agents. The conversation delves into the Job to Be Done framework, the challenges organizations face in adopting agents, and the necessity of documentation and structured approaches to ensure success.

Jack Lavous offers insights into the actual build process of agents and the importance of making documentation AI-ready, how to use prompt templates, data cloud strategies, and deployment using Gearset. 

They also discuss the significance of internal trust and the return on investment from implementing AI agents, while also expressing excitement for the future of AI technology in business.

Learn more:

- Deploy Agentforce with Gearset
- What is Agentforce?
- How to effectively document Salesforce processes

About DevOps Diaries:
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.

Podcast produced and sponsored by Gearset. Learn more about Gearset.

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About Gearset:
Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial.

Chapters
00:00 Introduction to Agentforce and Its Impact
01:47 Elements Cloud's Implementation Journey
06:00 Understanding Topics and Their Importance
09:59 The Role of Business Analysis in Building Agents
13:56 Applying the Job to Be Done Framework
17:54 Challenges in Building Agents and Organizational Readiness
22:00 Starting the Fix: Documentation and Business Processes
25:57 The Implementation Process of Agents
28:14 Understanding AI Language and Communication
33:10 The Learning Curve of AI Agents
35:47 Designing Effective Prompt Templates
37:57 The Role of Data Cloud in AI Implementation
43:11 Return on Investment and Internal Trust
51:06 Looking Ahead: The Future of AI Agents