Agentforce Grid

Agentforce Grid enables you to build structured workflows using AI agents. Each column builds upon the previous one, using either data from earlier steps or an AI-powered action to progress the workflow. Instead of working with isolated AI interactions, Grid enables you to build structured workflows where each step builds upon the output of the previous one.

Salesforce provides detailed product documentation, but in this post we'll explore what Agentforce Grid is, when to use it for testing, and how to configure your first grid.

Why use Agentforce Grid for testing?

Agentforce Grid provides an environment for experimenting with AI-powered workflows before incorporating them into production processes. Its spreadsheet-style interface makes it easy to test multiple scenarios, inspect the output of each step, and refine prompts without impacting existing automations.

For example, you can use Agentforce Grid to:

• Validate prompts against real Salesforce data.
• Compare AI responses across multiple records.
• Test multi-step workflows where each action builds on the previous one.
• Identify where prompts or agent actions need refining before deployment.
• Estimate the Flex Credit consumption of a workflow.

By enabling rapid experimentation and iteration, Agentforce Grid helps you build more reliable AI solutions while reducing the risk of introducing untested workflows into production.

Activate Agentforce Grid

Before creating your first Agentforce Grid, you'll need to enable the required permissions.

1. Ensure Einstein is enabled in your Salesforce org.
2. Create a new permission set.
3. Add the Manage Agentforce Grids system permission to the permission set.
4. Assign the permission set to the users who will create or manage Agentforce Grids.

For more detail on these prerequisites, refer to the official Salesforce documentation.

Create an Agentforce Grid

To create an Agentforce Grid:

1. Open the App Launcher and search for Agentforce Grid.
2. Select Create Grid.
3. Enter a name and, optionally, a description for your grid.
4. Select Create.

After the grid has been created, you'll see the main design canvas, where you can begin adding columns and configuring your workflow.

Building your Agentforce Grid

On the right-hand side of the designer, you'll find five options for creating the first column of your grid:

• Salesforce – Use data and actions from your Salesforce org.
• Data Cloud – Access data stored in Salesforce Data Cloud.
• AI – Add AI-powered prompts and reasoning to your workflow.
• Agent – Invoke an Agentforce agent as part of the workflow.
• Upload File – Import your own data to use within the grid.

Choose the option that best matches the starting point for your workflow. Each subsequent column can build upon the output of the previous one, allowing you to combine data retrieval, AI reasoning, and business actions into a single workflow.

If you're unsure where to begin, Agentforce can also assist with creating your grid by generating a starting workflow based on your requirements. For more information, refer to the Salesforce documentation on building Agentforce Grids.

Understanding Credit Cost

When creating a grid worksheet, you can see the 'Credit Cost'. This refers to the Usage Based Pricing model where actions performed by Agentforce consume Flex Credits for the actions configured within the grid.

Agentforce uses Salesforce's usage-based pricing model, where AI-powered actions consume Flex Credits. Monitoring the Credit Cost helps you understand the potential usage of your workflow before it is executed. For more information about Flex Credits and usage-based pricing, see the Salesforce documentation.

Final Thoughts

Agentforce Grid offers a practical way to design, test, and refine AI-powered workflows in Salesforce. By combining Salesforce data, Data Cloud, AI capabilities, and Agentforce agents within a single visual interface, it becomes much easier to experiment with ideas before incorporating them into production solutions.