Agentforce Developer Org Setup — Step by Step 2026
🤖 Free Agentforce Course 2026 — sfinterviewpro.com
⚙️ Module 3 of 15
Setting Up Your Developer Org
for Agentforce — Complete Guide
Get a free Salesforce Developer Org, enable Agentforce, configure all required settings, and create sample data — step by step. By the end, you’re ready to build your first agent!
Free
Developer Org
15+
Setup Steps
100%
Hands-On
0₹
Cost
📍 Course Progress — Module 3 of 15
✅What is Agentforce
✅Trust Layer
M3Dev Org Setup
M4Agent Builder
M5TIA Framework
M6Prompt Builder
M7Std Actions
M8Flow Actions
M9Apex Actions
M10API Actions
M11Data Cloud
M12Deploy
M13Escalation
M14Testing
M15Full Project
📋 What You’ll Accomplish in This Module
By the end of Module 3, you will have: ✅ A free Salesforce Developer Org with Agentforce enabled ✅ Einstein Generative AI turned on ✅ Einstein Trust Layer configured ✅ Sample Account, Contact, and Opportunity data created (XYZ Company data model) ✅ All permissions verified ✅ Ready to build your first agent in Module 4!
Part 1 — Get Your Free Developer Org
Takes 5 minutes — completely free, no credit card needed
A Salesforce Developer Org is a free, full-featured Salesforce environment for building and testing. It includes Agentforce, Einstein AI, and all major Salesforce features — at zero cost. It’s what every Salesforce developer uses to learn and prototype.
1
Sign Up for a Developer Org
Free — no credit card — takes 2 minutes
a
Open your browser and go to: developer.salesforce.com/signup
b
Fill in the form: First Name: Your name (e.g., Anant) | Last Name: Your last name | Email: Use Gmail or work email (this becomes your login) | Role: Select Developer | Company: Type XYZ Company (matches our course!) | Country: India | Postal Code: Your pincode | Username: Must be unique globally — use format: yourname.agentforce2026@xyzcompany.dev
c
Click Sign Me Up. You’ll see “Thanks! We’ll be in touch soon.”
d
Check your email within 2-5 minutes. Click Verify Account in the email from Salesforce.
e
Set your password on the verification page. Save it! Password rules: 8+ chars, 1 uppercase, 1 number, 1 special character.
developer.salesforce.com/signup — Fill form — Verify email — Set password
📸 What You Should See After Login
The Salesforce home screen with the App Launcher (9 dots) in the top-left. The URL should be something like: https://[your-org].develop.lightning.force.com/lightning/page/home If you see a Lightning UI with a Sales app — you’re in! ✅
✅ Dev Org Created!
Bookmark your login URL. You’ll use this URL for every module in this course. Also save your username (it’s NOT your email — it’s the unique username you chose like yourname.agentforce2026@xyzcompany.dev).
2
Enable Einstein Generative AI
The master switch for all AI features including Agentforce
a
Click the ⚙️ gear icon (top right) — Click Setup
b
In the Quick Find box (left sidebar), type: Einstein Generative AI
c
Click Einstein Generative AI in the results under Einstein section
d
You’ll see a toggle. Click it to turn it ON (it turns blue/green)
e
A confirmation dialog may appear — click Enable
f
Page refreshes. You should see “Einstein Generative AI: Enabled” ✅
⚙️ Setup — Quick Find: “Einstein Generative AI” — Toggle ON — Save
📸 What You Should See
A settings page with the heading “Einstein Generative AI”. A toggle switch that you’ve turned ON (shows in green/blue). Below it shows model preferences and additional options. Status shows “Enabled” ✅
⚠️ Don’t See Einstein Generative AI?
If you can’t find it: try searching “Generative” instead. If still not found, your Dev Org may need to be refreshed. Log out — Log back in — Try again. If still missing, create a new Dev Org at developer.salesforce.com/signup — sometimes the first signup takes time to provision all features.
3
Enable Agentforce
Turn on the Agentforce platform specifically
a
In Setup Quick Find, type: Agents
b
Click Agents under the Einstein section
c
You should see the Agents page with a “New Agent” button. If you see this page — Agentforce is available! ✅
d
If you see a message “Agentforce is not enabled” — look for an Enable Agentforce button on the page and click it.
e
Also search for “Copilot” in Quick Find — Enable Einstein Copilot if prompted (this also enables Agent infrastructure)
Setup — Quick Find: “Agents” — Confirm Agents page shows — New Agent button visible
📸 What You Should See
The “Agents” page in Setup with a list (empty for now) and a blue “New Agent” button in the top right. Below that, you may see a default “Einstein” agent already created. This confirms Agentforce is ready. ✅
4
Configure Einstein Trust Layer
Security settings from Module 2 — quick configuration
a
Quick Find — type: Einstein Trust — Click Einstein Trust Layer
b
Click Data Masking tab — Verify all PII types are Enabled (green)
c
Click Audit Trail tab — Enable Log AI Interactions toggle — Set retention: 30 days — Save
d
Click Toxicity tab — Set all categories to Medium (good starting point for Dev Org) — Save
Setup — Einstein Trust Layer — Enable Data Masking + Audit Trail + Toxicity — Save
📸 Trust Layer Checklist
✅ Data Masking: All PII types toggled ON
✅ Audit Trail: Enabled, 30-day retention
✅ Toxicity: Medium threshold for all categories
If any toggle is greyed out, try refreshing the page. These settings take effect immediately — no deployment needed.
✅ Audit Trail: Enabled, 30-day retention
✅ Toxicity: Medium threshold for all categories
If any toggle is greyed out, try refreshing the page. These settings take effect immediately — no deployment needed.
⚠️ Developer Edition Limitation — Vaibhav’s Feedback
Einstein Trust Layer features are read-only / limited in Developer Edition. You can see and configure the UI (Data Masking, Audit Trail, Toxicity) — but full enforcement (PII masking, toxicity blocking, audit logging) only works in Sandbox or Production orgs. For this course, your Dev Org will show Trust Layer functionality, but if you want to see it actually enforce security rules, test in a Sandbox. The agent will still work perfectly — this is just a limitation of the free Dev Org tier.
5
Enable Prompt Builder
Required for creating AI prompt templates in Module 6
a
Quick Find — type: Prompt Builder — Click Prompt Builder
b
If you see a page with “New Prompt Template” button — it’s already enabled ✅
c
If you see an “Enable” button — click it to enable Prompt Builder
d
Also enable: Quick Find — Feature Settings — Einstein — Einstein Prompt Builder — Enable
Setup — Quick Find: “Prompt Builder” — Confirm enabled — New Prompt Template button visible
📸 What You Should See
Prompt Builder page with a list (empty) and “New Prompt Template” button. Three template types visible: Field Generation, Record Summary, and Sales Email. All three should be available. ✅
6
Set Up Required Permissions
Ensure your user has all permissions to build and test agents
In your Dev Org, your user is System Administrator — so most permissions are already granted. But Agentforce requires a few specific permissions that need to be explicitly enabled.
a
Quick Find — Users — Click your username
b
Scroll down to Permission Set Assignments — Click Edit Assignments
c
Add these Permission Sets (if available in your org): Einstein Copilot for Salesforce | Prompt Template User | Agentforce for Salesforce
d
Click Save
e
Also verify: Setup — Users — Your user — System Administrator profile is assigned ✅
Setup — Users — Your User — Permission Set Assignments — Add Agentforce PSets — Save
💡 Note on Permission Sets
Not all Permission Sets may be available in every Dev Org version. Add whatever is available. As a System Administrator, you already have broad access. The specific PSets become more important in production orgs with restricted users.
7
Enable Additional Required Features
A few more settings needed for later modules
| Feature | Setup Path | Action | Used In |
|---|---|---|---|
| Service Cloud | Setup — Service Setup — Get Started | Enable basic Service Cloud features | M13 (Escalation) |
| Omni-Channel | Setup — Quick Find: “Omni-Channel” — Enable | Toggle ON | M13 (Escalation) |
| Experience Cloud | Setup — Quick Find: “Digital Experiences” — Enable | Toggle ON | M12 (Deploy) |
| Knowledge | Setup — Quick Find: “Knowledge Settings” — Enable | Toggle ON | M7 (Standard Actions) |
| Field Service | Not needed | Skip | N/A |
⚡ Enable Now or Later?
Enable Service Cloud, Omni-Channel, and Experience Cloud now — takes 2 minutes and saves time later. Knowledge can wait until Module 7. You can always come back to this step.
Part 2 — Create XYZ Company Sample Data
The data our Sales Assistant Agent will work with throughout the course
Our Agentforce Sales Assistant needs real Salesforce data to answer questions. We’ll create a small but realistic dataset for XYZ Company — 3 Accounts, 5 Contacts, and 4 Opportunities. The agent will query this data when responding to sales rep questions.
8
Create Sample Accounts
3 pharmaceutical company accounts — XYZ Company customers
a
Click App Launcher (9 dots) — Click Sales app — Click Accounts in the navigation bar
b
Click New button (top right) — Create these 3 accounts one by one:
📋 Account 1 — Create This Record
Account Name
ABC Pharma Pvt Ltd
Industry
Healthcare
Type
Customer
Phone
+91-22-12345678
City
Mumbai
State
Maharashtra
Country
India
Annual Revenue
50000000
Employees
500
Description
Leading pharma manufacturer, key XYZ Company silicone customer since 2019
📋 Account 2 — Create This Record
Account Name
MedTech Solutions India
Industry
Healthcare
Type
Customer
Phone
+91-80-87654321
City
Bengaluru
State
Karnataka
Country
India
Annual Revenue
25000000
Employees
200
Description
Medical device manufacturer, uses XYZ silicone for device seals and gaskets
📋 Account 3 — Create This Record
Account Name
BioLife Research Ltd
Industry
Biotechnology
Type
Prospect
Phone
+91-40-11223344
City
Hyderabad
State
Telangana
Country
India
Annual Revenue
10000000
Employees
80
Description
New prospect — biotech research lab, interested in pharma-grade silicone tubing
✅ After Creating All 3 Accounts
Go to Accounts list view — you should see all 3 companies. The agent will query these accounts when sales reps ask questions like “What do we know about ABC Pharma?” in Module 4.
9
Create Sample Contacts
One contact per account — the people our agent will reference
a
Click Contacts in navigation — New — Create these contacts:
📋 Contact 1 — ABC Pharma
First Name
Rajesh
Last Name
Mehta
Account
ABC Pharma Pvt Ltd
Title
Head of Procurement
Email
rajesh.mehta@abcpharma.com
Phone
+91-9876543210
📋 Contact 2 — MedTech Solutions
First Name
Priya
Last Name
Sharma
Account
MedTech Solutions India
Title
VP Operations
Email
priya.sharma@medtech.in
Phone
+91-9988776655
📋 Contact 3 — BioLife Research
First Name
Arjun
Last Name
Patel
Account
BioLife Research Ltd
Title
R&D Manager
Email
arjun.patel@biolife.co.in
Phone
+91-9123456789
10
Create Sample Opportunities
4 Opportunities in different stages — agent will query these
a
Click Opportunities in navigation — New — Create these 4 opportunities:
📋 Opportunity 1
Name
ABC Pharma - Silicone Tubing Q3 2026
Account
ABC Pharma Pvt Ltd
Stage
Proposal/Price Quote
Amount
2500000
Close Date
2026-07-31
Probability
60
Description
Pharma-grade silicone tubing for production line upgrade. Customer requested 3 variants.
📋 Opportunity 2
Name
MedTech - Device Seals Annual Contract
Account
MedTech Solutions India
Stage
Negotiation/Review
Amount
1800000
Close Date
2026-06-15
Probability
80
Description
Annual supply contract for silicone O-rings and gaskets for medical devices.
📋 Opportunity 3
Name
BioLife - Initial Trial Order
Account
BioLife Research Ltd
Stage
Qualification
Amount
350000
Close Date
2026-08-31
Probability
30
Description
New prospect trial — small order of pharma silicone tubing for lab testing.
📋 Opportunity 4
Name
ABC Pharma - Gasket Supply 2025
Account
ABC Pharma Pvt Ltd
Stage
Closed Won
Amount
980000
Close Date
2025-12-31
Probability
100
Description
Successfully closed — annual gasket supply. Reference for renewal conversation.
✅ Sample Data Ready!
You now have: 3 Accounts, 3 Contacts, 4 Opportunities in your Dev Org. In Module 4, when you test your agent with questions like “Show me open opportunities for ABC Pharma” — it will return real data from these records!
11
Verify Your Developer Org — Full Checklist
Run through this before moving to Module 4
✅ Dev Org Verification Checklist
✓
Developer Org created and accessible
URL: https://[yourorg].develop.lightning.force.com
✓
Einstein Generative AI enabled
Setup — Einstein Generative AI — Status: Enabled
✓
Agents page accessible with New Agent button
Setup — Agents — New Agent button visible
✓
Prompt Builder accessible
Setup — Prompt Builder — New Prompt Template button visible
✓
Einstein Trust Layer configured
PII Masking ON + Audit Trail ON + Toxicity: Medium
✓
3 Sample Accounts created
ABC Pharma + MedTech Solutions + BioLife Research
✓
3 Sample Contacts created
Rajesh Mehta + Priya Sharma + Arjun Patel
✓
4 Sample Opportunities created
2 for ABC Pharma + 1 MedTech + 1 BioLife (mix of stages)
✓
System Administrator profile assigned
Setup — Users — Your user — Profile: System Administrator
⚠️ Something Not Working?
Agents page shows “Feature not available”: Log out and log back in. Wait 10 minutes after enabling Einstein Generative AI — it sometimes takes time to propagate. Can’t find Prompt Builder: Try searching “Prompt” in Quick Find. Also check if Einstein is fully enabled in Setup — Company Information — Add-Ons. Still stuck: Create a brand new Dev Org — some older Dev Orgs don’t have Agentforce provisioned. The latest Dev Orgs (2025-2026 signups) all have it.
Quick Verification Test — Is Agentforce Really Ready?
One final test to confirm everything is working before Module 4
Let’s do a quick test to confirm Agentforce is truly enabled in your org. This isn’t building an agent — just verifying the infrastructure is in place.
1
Go to Setup — Agents
2
Click New Agent button
3
You should see a modal/page asking you to choose an agent type (Service Agent, Sales Agent, Custom, etc.)
4
DON’T create the agent yet — just verify this screen appears. Click Cancel
✅ Everything is Ready!
You see a “New Agent” modal with agent type options. Agent Builder opens. This confirms Agentforce is fully provisioned in your Dev Org. You’re ready for Module 4!
❌ Something is Wrong
Button is greyed out, error appears, or page doesn’t load. Fix: Enable Einstein Generative AI first (Step 2), wait 10 minutes, then try again. If still failing — create a fresh Dev Org.
Common Setup Issues & Fixes
Problems every student hits — solved here so you don’t waste time
| Problem | Root Cause | Fix |
|---|---|---|
| Einstein Generative AI toggle is greyed out | Org provisioning not complete | Wait 30 minutes after signup. Log out — log in — try again |
| “Agents” not found in Quick Find | Old Dev Org without Agentforce | Create a new Dev Org at developer.salesforce.com/signup — use a different email |
| Prompt Builder shows “Access Denied” | Missing Einstein Copilot permission | Setup — Users — Add “Einstein Copilot for Salesforce” Permission Set |
| Can’t create Experience Cloud sites | Digital Experiences not enabled | Setup — Digital Experiences — Enable toggle — Save |
| New Agent modal shows no agent types | Einstein not fully enabled | Setup — Einstein Generative AI — confirm enabled — Setup — Agents — retry |
| Sample data not showing in list views | List view filter showing wrong data | Click “All Accounts” from the list view dropdown — not “My Accounts” |
Module 3 Summary
Everything you set up — ready for Module 4
- ✅Free Developer Org — created, verified, bookmarked
- ✅Einstein Generative AI — enabled (master AI switch)
- ✅Agentforce — provisioned, New Agent button accessible
- ✅Prompt Builder — accessible, ready for Module 6
- ✅Einstein Trust Layer — PII Masking, Audit Trail, Toxicity configured
- ✅Permissions — System Administrator + Agentforce PSets assigned
- ✅Sample Data — 3 Accounts + 3 Contacts + 4 Opportunities (XYZ Company data model)
- ✅Verification passed — New Agent modal opens successfully
🎉 You Are Ready!
Your Developer Org is fully configured with real data. In Module 4, you’ll open Agent Builder and create your XYZ Company Sales Assistant — your first real Agentforce agent. It will answer questions using the Account and Opportunity data you just created!
🧠 Module 3 — Knowledge Check
Q1: Where do you sign up for a free Salesforce Developer Org? — developer.salesforce.com/signup — free, no credit card needed
Q2: What is the FIRST thing you enable after logging into your Dev Org? — Einstein Generative AI — Setup — Einstein Generative AI — Toggle ON (master AI switch)
Q3: Where in Setup do you verify Agentforce is available? — Setup — Agents — if you see a “New Agent” button, Agentforce is provisioned
Q4: Why do we create sample Account/Contact/Opportunity data? — So the agent has real Salesforce data to query and return meaningful answers when we test it in Module 4
Q5: What’s the URL format for a Developer Org? — https://[yourorg].develop.lightning.force.com/lightning/page/home
🤖 Free Agentforce Course 2026 — sfinterviewpro.com
⚙️ Module 3 of 15
Setting Up Your Developer Org
for Agentforce — Complete Guide
Get a free Salesforce Developer Org, enable Agentforce, configure all required settings, and create sample data — step by step. By the end, you’re ready to build your first agent!
Free
Developer Org
15+
Setup Steps
100%
Hands-On
0₹
Cost
📍 Course Progress — Module 3 of 15
✅What is Agentforce
✅Trust Layer
M3Dev Org Setup
M4Agent Builder
M5TIA Framework
M6Prompt Builder
M7Std Actions
M8Flow Actions
M9Apex Actions
M10API Actions
M11Data Cloud
M12Deploy
M13Escalation
M14Testing
M15Full Project
📋 What You’ll Accomplish in This Module
By the end of Module 3, you will have: ✅ A free Salesforce Developer Org with Agentforce enabled ✅ Einstein Generative AI turned on ✅ Einstein Trust Layer configured ✅ Sample Account, Contact, and Opportunity data created (XYZ Company data model) ✅ All permissions verified ✅ Ready to build your first agent in Module 4!
Part 1 — Get Your Free Developer Org
Takes 5 minutes — completely free, no credit card needed
A Salesforce Developer Org is a free, full-featured Salesforce environment for building and testing. It includes Agentforce, Einstein AI, and all major Salesforce features — at zero cost. It’s what every Salesforce developer uses to learn and prototype.
1
Sign Up for a Developer Org
Free — no credit card — takes 2 minutes
a
Open your browser and go to: developer.salesforce.com/signup
b
Fill in the form: First Name: Your name (e.g., Anant) | Last Name: Your last name | Email: Use Gmail or work email (this becomes your login) | Role: Select Developer | Company: Type XYZ Company (matches our course!) | Country: India | Postal Code: Your pincode | Username: Must be unique globally — use format: yourname.agentforce2026@xyzcompany.dev
c
Click Sign Me Up. You’ll see “Thanks! We’ll be in touch soon.”
d
Check your email within 2-5 minutes. Click Verify Account in the email from Salesforce.
e
Set your password on the verification page. Save it! Password rules: 8+ chars, 1 uppercase, 1 number, 1 special character.
developer.salesforce.com/signup — Fill form — Verify email — Set password
📸 What You Should See After Login
The Salesforce home screen with the App Launcher (9 dots) in the top-left. The URL should be something like: https://[your-org].develop.lightning.force.com/lightning/page/home If you see a Lightning UI with a Sales app — you’re in! ✅
✅ Dev Org Created!
Bookmark your login URL. You’ll use this URL for every module in this course. Also save your username (it’s NOT your email — it’s the unique username you chose like yourname.agentforce2026@xyzcompany.dev).
2
Enable Einstein Generative AI
The master switch for all AI features including Agentforce
a
Click the ⚙️ gear icon (top right) — Click Setup
b
In the Quick Find box (left sidebar), type: Einstein Generative AI
c
Click Einstein Generative AI in the results under Einstein section
d
You’ll see a toggle. Click it to turn it ON (it turns blue/green)
e
A confirmation dialog may appear — click Enable
f
Page refreshes. You should see “Einstein Generative AI: Enabled” ✅
⚙️ Setup — Quick Find: “Einstein Generative AI” — Toggle ON — Save
📸 What You Should See
A settings page with the heading “Einstein Generative AI”. A toggle switch that you’ve turned ON (shows in green/blue). Below it shows model preferences and additional options. Status shows “Enabled” ✅
⚠️ Don’t See Einstein Generative AI?
If you can’t find it: try searching “Generative” instead. If still not found, your Dev Org may need to be refreshed. Log out — Log back in — Try again. If still missing, create a new Dev Org at developer.salesforce.com/signup — sometimes the first signup takes time to provision all features.
3
Enable Agentforce
Turn on the Agentforce platform specifically
a
In Setup Quick Find, type: Agents
b
Click Agents under the Einstein section
c
You should see the Agents page with a “New Agent” button. If you see this page — Agentforce is available! ✅
d
If you see a message “Agentforce is not enabled” — look for an Enable Agentforce button on the page and click it.
e
Also search for “Copilot” in Quick Find — Enable Einstein Copilot if prompted (this also enables Agent infrastructure)
Setup — Quick Find: “Agents” — Confirm Agents page shows — New Agent button visible
📸 What You Should See
The “Agents” page in Setup with a list (empty for now) and a blue “New Agent” button in the top right. Below that, you may see a default “Einstein” agent already created. This confirms Agentforce is ready. ✅
4
Configure Einstein Trust Layer
Security settings from Module 2 — quick configuration
a
Quick Find — type: Einstein Trust — Click Einstein Trust Layer
b
Click Data Masking tab — Verify all PII types are Enabled (green)
c
Click Audit Trail tab — Enable Log AI Interactions toggle — Set retention: 30 days — Save
d
Click Toxicity tab — Set all categories to Medium (good starting point for Dev Org) — Save
Setup — Einstein Trust Layer — Enable Data Masking + Audit Trail + Toxicity — Save
📸 Trust Layer Checklist
✅ Data Masking: All PII types toggled ON
✅ Audit Trail: Enabled, 30-day retention
✅ Toxicity: Medium threshold for all categories
If any toggle is greyed out, try refreshing the page. These settings take effect immediately — no deployment needed.
✅ Audit Trail: Enabled, 30-day retention
✅ Toxicity: Medium threshold for all categories
If any toggle is greyed out, try refreshing the page. These settings take effect immediately — no deployment needed.
⚠️ Developer Edition Limitation — Vaibhav’s Feedback
Einstein Trust Layer features are read-only / limited in Developer Edition. You can see and configure the UI (Data Masking, Audit Trail, Toxicity) — but full enforcement (PII masking, toxicity blocking, audit logging) only works in Sandbox or Production orgs. For this course, your Dev Org will show Trust Layer functionality, but if you want to see it actually enforce security rules, test in a Sandbox. The agent will still work perfectly — this is just a limitation of the free Dev Org tier.
5
Enable Prompt Builder
Required for creating AI prompt templates in Module 6
a
Quick Find — type: Prompt Builder — Click Prompt Builder
b
If you see a page with “New Prompt Template” button — it’s already enabled ✅
c
If you see an “Enable” button — click it to enable Prompt Builder
d
Also enable: Quick Find — Feature Settings — Einstein — Einstein Prompt Builder — Enable
Setup — Quick Find: “Prompt Builder” — Confirm enabled — New Prompt Template button visible
📸 What You Should See
Prompt Builder page with a list (empty) and “New Prompt Template” button. Three template types visible: Field Generation, Record Summary, and Sales Email. All three should be available. ✅
6
Set Up Required Permissions
Ensure your user has all permissions to build and test agents
In your Dev Org, your user is System Administrator — so most permissions are already granted. But Agentforce requires a few specific permissions that need to be explicitly enabled.
a
Quick Find — Users — Click your username
b
Scroll down to Permission Set Assignments — Click Edit Assignments
c
Add these Permission Sets (if available in your org): Einstein Copilot for Salesforce | Prompt Template User | Agentforce for Salesforce
d
Click Save
e
Also verify: Setup — Users — Your user — System Administrator profile is assigned ✅
Setup — Users — Your User — Permission Set Assignments — Add Agentforce PSets — Save
💡 Note on Permission Sets
Not all Permission Sets may be available in every Dev Org version. Add whatever is available. As a System Administrator, you already have broad access. The specific PSets become more important in production orgs with restricted users.
7
Enable Additional Required Features
A few more settings needed for later modules
| Feature | Setup Path | Action | Used In |
|---|---|---|---|
| Service Cloud | Setup — Service Setup — Get Started | Enable basic Service Cloud features | M13 (Escalation) |
| Omni-Channel | Setup — Quick Find: “Omni-Channel” — Enable | Toggle ON | M13 (Escalation) |
| Experience Cloud | Setup — Quick Find: “Digital Experiences” — Enable | Toggle ON | M12 (Deploy) |
| Knowledge | Setup — Quick Find: “Knowledge Settings” — Enable | Toggle ON | M7 (Standard Actions) |
| Field Service | Not needed | Skip | N/A |
⚡ Enable Now or Later?
Enable Service Cloud, Omni-Channel, and Experience Cloud now — takes 2 minutes and saves time later. Knowledge can wait until Module 7. You can always come back to this step.
Part 2 — Create XYZ Company Sample Data
The data our Sales Assistant Agent will work with throughout the course
Our Agentforce Sales Assistant needs real Salesforce data to answer questions. We’ll create a small but realistic dataset for XYZ Company — 3 Accounts, 5 Contacts, and 4 Opportunities. The agent will query this data when responding to sales rep questions.
8
Create Sample Accounts
3 pharmaceutical company accounts — XYZ Company customers
a
Click App Launcher (9 dots) — Click Sales app — Click Accounts in the navigation bar
b
Click New button (top right) — Create these 3 accounts one by one:
📋 Account 1 — Create This Record
Account Name
ABC Pharma Pvt Ltd
Industry
Healthcare
Type
Customer
Phone
+91-22-12345678
City
Mumbai
State
Maharashtra
Country
India
Annual Revenue
50000000
Employees
500
Description
Leading pharma manufacturer, key XYZ Company silicone customer since 2019
📋 Account 2 — Create This Record
Account Name
MedTech Solutions India
Industry
Healthcare
Type
Customer
Phone
+91-80-87654321
City
Bengaluru
State
Karnataka
Country
India
Annual Revenue
25000000
Employees
200
Description
Medical device manufacturer, uses XYZ silicone for device seals and gaskets
📋 Account 3 — Create This Record
Account Name
BioLife Research Ltd
Industry
Biotechnology
Type
Prospect
Phone
+91-40-11223344
City
Hyderabad
State
Telangana
Country
India
Annual Revenue
10000000
Employees
80
Description
New prospect — biotech research lab, interested in pharma-grade silicone tubing
✅ After Creating All 3 Accounts
Go to Accounts list view — you should see all 3 companies. The agent will query these accounts when sales reps ask questions like “What do we know about ABC Pharma?” in Module 4.
9
Create Sample Contacts
One contact per account — the people our agent will reference
a
Click Contacts in navigation — New — Create these contacts:
📋 Contact 1 — ABC Pharma
First Name
Rajesh
Last Name
Mehta
Account
ABC Pharma Pvt Ltd
Title
Head of Procurement
Email
rajesh.mehta@abcpharma.com
Phone
+91-9876543210
📋 Contact 2 — MedTech Solutions
First Name
Priya
Last Name
Sharma
Account
MedTech Solutions India
Title
VP Operations
Email
priya.sharma@medtech.in
Phone
+91-9988776655
📋 Contact 3 — BioLife Research
First Name
Arjun
Last Name
Patel
Account
BioLife Research Ltd
Title
R&D Manager
Email
arjun.patel@biolife.co.in
Phone
+91-9123456789
10
Create Sample Opportunities
4 Opportunities in different stages — agent will query these
a
Click Opportunities in navigation — New — Create these 4 opportunities:
📋 Opportunity 1
Name
ABC Pharma - Silicone Tubing Q3 2026
Account
ABC Pharma Pvt Ltd
Stage
Proposal/Price Quote
Amount
2500000
Close Date
2026-07-31
Probability
60
Description
Pharma-grade silicone tubing for production line upgrade. Customer requested 3 variants.
📋 Opportunity 2
Name
MedTech - Device Seals Annual Contract
Account
MedTech Solutions India
Stage
Negotiation/Review
Amount
1800000
Close Date
2026-06-15
Probability
80
Description
Annual supply contract for silicone O-rings and gaskets for medical devices.
📋 Opportunity 3
Name
BioLife - Initial Trial Order
Account
BioLife Research Ltd
Stage
Qualification
Amount
350000
Close Date
2026-08-31
Probability
30
Description
New prospect trial — small order of pharma silicone tubing for lab testing.
📋 Opportunity 4
Name
ABC Pharma - Gasket Supply 2025
Account
ABC Pharma Pvt Ltd
Stage
Closed Won
Amount
980000
Close Date
2025-12-31
Probability
100
Description
Successfully closed — annual gasket supply. Reference for renewal conversation.
✅ Sample Data Ready!
You now have: 3 Accounts, 3 Contacts, 4 Opportunities in your Dev Org. In Module 4, when you test your agent with questions like “Show me open opportunities for ABC Pharma” — it will return real data from these records!
11
Verify Your Developer Org — Full Checklist
Run through this before moving to Module 4
✅ Dev Org Verification Checklist
✓
Developer Org created and accessible
URL: https://[yourorg].develop.lightning.force.com
✓
Einstein Generative AI enabled
Setup — Einstein Generative AI — Status: Enabled
✓
Agents page accessible with New Agent button
Setup — Agents — New Agent button visible
✓
Prompt Builder accessible
Setup — Prompt Builder — New Prompt Template button visible
✓
Einstein Trust Layer configured
PII Masking ON + Audit Trail ON + Toxicity: Medium
✓
3 Sample Accounts created
ABC Pharma + MedTech Solutions + BioLife Research
✓
3 Sample Contacts created
Rajesh Mehta + Priya Sharma + Arjun Patel
✓
4 Sample Opportunities created
2 for ABC Pharma + 1 MedTech + 1 BioLife (mix of stages)
✓
System Administrator profile assigned
Setup — Users — Your user — Profile: System Administrator
⚠️ Something Not Working?
Agents page shows “Feature not available”: Log out and log back in. Wait 10 minutes after enabling Einstein Generative AI — it sometimes takes time to propagate. Can’t find Prompt Builder: Try searching “Prompt” in Quick Find. Also check if Einstein is fully enabled in Setup — Company Information — Add-Ons. Still stuck: Create a brand new Dev Org — some older Dev Orgs don’t have Agentforce provisioned. The latest Dev Orgs (2025-2026 signups) all have it.
Quick Verification Test — Is Agentforce Really Ready?
One final test to confirm everything is working before Module 4
Let’s do a quick test to confirm Agentforce is truly enabled in your org. This isn’t building an agent — just verifying the infrastructure is in place.
1
Go to Setup — Agents
2
Click New Agent button
3
You should see a modal/page asking you to choose an agent type (Service Agent, Sales Agent, Custom, etc.)
4
DON’T create the agent yet — just verify this screen appears. Click Cancel
✅ Everything is Ready!
You see a “New Agent” modal with agent type options. Agent Builder opens. This confirms Agentforce is fully provisioned in your Dev Org. You’re ready for Module 4!
❌ Something is Wrong
Button is greyed out, error appears, or page doesn’t load. Fix: Enable Einstein Generative AI first (Step 2), wait 10 minutes, then try again. If still failing — create a fresh Dev Org.
Common Setup Issues & Fixes
Problems every student hits — solved here so you don’t waste time
| Problem | Root Cause | Fix |
|---|---|---|
| Einstein Generative AI toggle is greyed out | Org provisioning not complete | Wait 30 minutes after signup. Log out — log in — try again |
| “Agents” not found in Quick Find | Old Dev Org without Agentforce | Create a new Dev Org at developer.salesforce.com/signup — use a different email |
| Prompt Builder shows “Access Denied” | Missing Einstein Copilot permission | Setup — Users — Add “Einstein Copilot for Salesforce” Permission Set |
| Can’t create Experience Cloud sites | Digital Experiences not enabled | Setup — Digital Experiences — Enable toggle — Save |
| New Agent modal shows no agent types | Einstein not fully enabled | Setup — Einstein Generative AI — confirm enabled — Setup — Agents — retry |
| Sample data not showing in list views | List view filter showing wrong data | Click “All Accounts” from the list view dropdown — not “My Accounts” |
Module 3 Summary
Everything you set up — ready for Module 4
- ✅Free Developer Org — created, verified, bookmarked
- ✅Einstein Generative AI — enabled (master AI switch)
- ✅Agentforce — provisioned, New Agent button accessible
- ✅Prompt Builder — accessible, ready for Module 6
- ✅Einstein Trust Layer — PII Masking, Audit Trail, Toxicity configured
- ✅Permissions — System Administrator + Agentforce PSets assigned
- ✅Sample Data — 3 Accounts + 3 Contacts + 4 Opportunities (XYZ Company data model)
- ✅Verification passed — New Agent modal opens successfully
🎉 You Are Ready!
Your Developer Org is fully configured with real data. In Module 4, you’ll open Agent Builder and create your XYZ Company Sales Assistant — your first real Agentforce agent. It will answer questions using the Account and Opportunity data you just created!
🧠 Module 3 — Knowledge Check
Q1: Where do you sign up for a free Salesforce Developer Org? — developer.salesforce.com/signup — free, no credit card needed
Q2: What is the FIRST thing you enable after logging into your Dev Org? — Einstein Generative AI — Setup — Einstein Generative AI — Toggle ON (master AI switch)
Q3: Where in Setup do you verify Agentforce is available? — Setup — Agents — if you see a “New Agent” button, Agentforce is provisioned
Q4: Why do we create sample Account/Contact/Opportunity data? — So the agent has real Salesforce data to query and return meaningful answers when we test it in Module 4
Q5: What’s the URL format for a Developer Org? — https://[yourorg].develop.lightning.force.com/lightning/page/home
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