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The No-Code Guide to Building Your First AI-Powered Workflow

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Choose Your Workflow

1. Customer Support: Automate ticket routing
2. Marketing: Create personalized content
3. Sales: Identify qualified leads
4. Operations: Optimize task scheduling

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Step 1: Connect Your Systems

1. Log into Agentforce
2. Select your business tools
3. Click “Connect” for each system
4. Follow the setup wizard

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Step 2: Define Your Rules

1. Choose your workflow type
2. Set up data connections
3. Define AI actions
4. Add security rules

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Step 3: Test Your Workflow

1. Run a test case
2. Check the results
3. Adjust rules as needed
4. Test again

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Step 4: Go Live

1. Review final settings
2. Set up monitoring
3. Train team members
4. Launch the workflow

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Best Practices

• Start simple
• Test thoroughly
• Document everything
• Get user feedback

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Common Issues and Solutions

• Problem: Workflow not working Solution: Check connections and rules

• Problem: Slow response Solution: Optimize data connections

• Problem: Inaccurate results Solution: Adjust AI settings

Agentforce Context Protocol makes it easy to create AI workflows without coding. The platform handles the technical details, so you can focus on building workflows that improve your business.