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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