Agentforce Magic Test Solution

Inspiration

My inspiration for this autonomous Agentforce Regression Test solution was a desire to be able to execute Regression Tests autonomously overnight on a set schedule and also at-will. The tests need to use standard Salesforce records and not depend on 3rd party software. Using a non-Salesforce tool can be riddled with flaws and changing configurations causing test failures that originate outside of our Salesforce environment and org and can take precious testing hours or even days to analyze and resolve. As a result this Agentforce solution can save my Company considerable time and money by automating a time-consuming, repetitive IT testing task.

What it does

This Agentforce Regression Test agent uses standard Salesforce records, Agentforce Flow, Intent, Dialog features, and Apex Class(es) to:

Create a lead with test data Convert the Lead to Closed-Converted Create Contact, Account, and Opportunity records from the test Lead Report test results in the Flow Builder app UI for the autolaunched Flow. Identify failures Communicate and resolve issues identified within the Test through chat messages, other onscreen messages, logs, and email

How we built it

We built it using Agentforce, Flow Builder for Flows, standard Salesforce records, database, Einstein AI features, Intent, Dialog, messaging, Chat, scheduler, Permissions, and other Agentforce resources and features. We used Einstein AI to:

• set Intent – the purpose of the Agentforce solution

• train the bot on 10 or more phrases the Tester may use to trigger the test using prompts. This gives the - model minimal grounding

• design dialogs to communicate with the Tester when needed throughout the Test process.

Challenges we ran into

Our key challenges were the inability of Einstein to accept an instruction to run Flows since Flows is not a possible Einstein permission. The other key challenge was we were not able to get Agentforce to trigger a dialog with the SysAdmin so we could say we wanted to run a regression test. We had many AI suggestions that did not work and should have connected with the Hackathon team to help us through the glitches.

Accomplishments that we're proud of

We are proud to have decided to try to submit a solution and to have developed a workable Flow with good potential for future enhancement.

What we learned

We learned a lot about Agentforce and that it can can take a lot of effort to get through the documentation to a workable result. It a great tool and we hope to finish our solution with enhancements.

What's next for Agentforce Magic Test Solution

Enhancements before the Agentforce solution is used internally include:

-creating a Quote

-sending the Quote to the test Customer with a Docusign link for approval

-scheduling automatic nightly Regression tests

-for at-will Regression Testing, maintaining constant communication between the SysAdmin Tester user and Agentforce so any issues can be addressed in real-time.

What's next for Agentforce Magic Test Solution

Built With

• agentforce