AS: Development Lifecycle

What is used to test an agent? How is it opened? What does it support and what benefits does it provide?

Agentforce Testing Center

Open it from Testing Center in Salesforce Setup

Allows testing a large number of utterances in a single test which reduces the testing time and allows the quick activation of agents.

What method is used to test a large number of utterances?

Batch Testing

What are the 3 main steps in the process of testing an agent?

1) Create a CSV file with test cases using a template.

2) Create a new test for an agent in a sandbox environment.

3) Upload the CSV file and run the te

Can multiple topics and actions be tested at the same time?

Yes

How should topic and action API names be referenced in a test CSV file?
Where can they be found?

The topic and action API names should be used for the expected values in the CSV file
They can be found in the Agent Builder

What do the test results show?

Which test cases passed and failed

How can you find more information about a failed utterance?
And then what can you do with the data provided?

It can be retested in the Conversation Preview panel of Agent Builder to identify what caused the failure.

The detailed data can be used to fine-tune the instructions, actions, or topics.

What add-ons does the Testing Center require?

Einstein for Sales, Einstein for Service, or Einstein Platform add-ons

What are the limits on the Testing Center?

Up to 10 tests can be run at once in a 10-hour timeframe, and each test can have up to 1000 test cases.

What does running tests consume?

Einstein Requests and possibly Data Cloud credits

What type of an environment should tests be run in and why?

Tests should only be run in a sandbox environment since testing agents can modify CRM data

What are 2 features that can be used to deploy an agent.

Change sets
Metadata API

What step needs to be taken after deploying an agent to production so that it is available to users?

Must be activated in the Agent Builder in prod.

What 7 types of metadata can/need to be included in an agent deployment? One has 2 different versions

GenAiPlanner (v60 to 63) - the agent planner
GenAiPlannerBundler (v64+) - the new agent planner
GenAiPlugin - associated topics
GenAiFunction - agent actions
GenAiPromptTemplate - prompt templates
AiAuthoringBundle - needed if agent was created using the Agent Script editor
Flows
Apex Classes

What steps are needed to deploy a service agent to an Experience Cloud site?

An embedded service deployment must be created.

The Embedded Messaging component must be added to the site in production.

The site must be published.

What are the basic steps for any deployment using change sets?

Create an outbound change set
Add metadata types
Send to target org
Deploy the inbound change set in the target org

What step is needed before activating an agent in the new Agent Builder?

The agent version must be committed.

What tool can be used to manage and monitor the adoption of an agent? What does it provide to help with this?

Agentforce Analystics

Provides dashboards and reports that offer insights into the usage, feedback, and adoption of agents, helping refine their effectiveness.

What can eb used to see how users are using the Agentforce (Default) agent? What does it show?

Utterance Analysis Dashboard

Shows how users are using it, what they’re requesting, and whether the agent was able to handle the requests.

How is Data Cloud used with Agentforce Analytics? Provide an example.

Agentforce Analytics uses Data Cloud objects to create reports and dashboards.

For example, it uses the Copilot for Salesforce Apps EventsData Model Object that stores Agentforce (Default) events.

What allows us to view all the user interactions with an agent?

The Event Logs tab in the Agent Builder

What setting can be enabled to capture more detailed logs. What do logs then include? How long are the logs stored?

The Enrich event logs with conversation data setting can be enabled for an agent to store session data including user input and agent responsesfor a period of 7 days.

The Agentforce (Default) agent has been deprecated. What should be used instead? What is the proces?

The Agentforce Employee agent should be used instead. You can migrate an Agentforce (Default) agent to the Agentforce employee agent.

When did Agentforce Analytics retire? What should be used instead? What model is it built on? What does it use instead of Data 360 objects?

May 2006

Agent Analytics

Built on the Session Tracing Data Model (STDM)

The data foundation has evolved from Data 360 objects based on copilot events to a unified model based on the Analytics Foundation data model.

What are customers recommended to do with Agentforce Analystics and Agent Analytics?

Migrate from Agentforce