Agentforce + AI Exploration Card Deck
This deck aids in the exploration of AI & Agentforce (Salesforce AI) use cases through fun games & activities.
This deck was developed by Talia Johnson and provides an overview of various Agentforce (Salesforce AI) Inputs, Outputs, and Capabilities to be used in various workshop and brainstorming activities for AI & Agentforce group exploration, training, and use case exploration.
To invite Talia to led AI & Agentforce workshop with your team or at your event, reach out to her at http://www.radicollab.com or on LinkedIn (Link in my profile below).
This deck is a variation on Alexandre Eisenchteter's AI Tinkerers Card Deck and was developed with his permission and support.
See Alex's original cards and activities here: https://ai-tinkerers.cards/
CAPABILITY
What external systems do you need to connect with Salesforce such as HR apps, ERP systems, or Slack where Agentforce could send or retrieve data?
What Knowledge or Data Library should this agent use for example Knowledge articles, past cases, CRM records, or uploaded files before it answers?
What processes involve multiple systems or agents, such as case routing, cross-system approvals, or order fulfillment where Agentforce could coordinate steps automatically?
Where could automations in Flow, Apex, or other tools save time by handling repetitive work or triggering actions automatically?
How might you use your own private model instead of a shared one? For example, could you fine-tune the AI to deliver personalized, contextually rich responses and better manage costs?
How might deploying AI agents automate tasks and help your users work more efficiently on complex processes?
OUTPUT
What Salesforce records, like Leads, Cases, and Opportunities, should be created or updated with the help of an agent?
What snippets, test classes, or automations would you like AI to generate or improve so you can speed up development?
What kinds of images, slide decks, PDFs, or audio clips would help you achieve business goals?
What metrics, trends, or summaries would you like to ask for and see right away instead of running reports manually?
What data from different systems would be most powerful if combined, such as sales and service history or marketing engagement and revenue?
What kinds of content, like emails, briefs, or structured text such as CSV or JSON, do you need to generate?
INPUT
What audio materials, like team calls, interviews, or voice memos, would you want transcribed, summarized, or transformed?
What kinds of text like drafts, notes, status updates, articles, transcripts or training documentation do you have available to you?
What visual materials, such as photos, charts, or screenshots, could be tagged, analyzed, or enhanced to be more useful?
Do you work with tables like contact lists, survey results, or pipeline data? Which types of data would you most want to integrate, retrieve, summarize, combine, or analyze?
What documents do you reference or share such as reports, contracts, or presentations that might be summarized or converted with AI?
What existing code, like Salesforce formulas, SOQL queries, or Apex classes do you need to debug, explain, or refactor?
D.R.E.A.M.S.
What tasks, like crafting a tagline, drafting a concept, or naming a product, could AI help with by offering creative alternatives?
What tasks, like creating a report or drafting New Year resolutions, could AI help refine through critique and thought-provoking questions?
What tasks, like polishing a report, rewriting a message, or improving a presentation, could AI help you enhance?
What tasks, like identifying trends in sales data, analyzing customer feedback, or reviewing meeting transcripts, could AI help you with?
What tasks, like turning slides into scripts, reports into social posts, or ideas into visuals, could AI help you repurpose content for?
What searches, like listing trends, retrieving policies from a knowledge base, or summarizing web pages, could AI handle for you?
