SalesforceTrailhead
  • Today
© 2026 Salesforce, Inc. All rights reserved. Privacy Terms of Use Trust Accessibility Cookie Preferences
Agentforce Grid

Build a Grid Workbook

+400 Points~20 minsHands-On Challenge
Agentforce GridBuild a Grid Workbook

Org:Mindful Goat Playground

Topics

  • Create the Workbook

Looking for help?

Explore Help ResourcesShare Your Feedback
Learning Objectives

After completing this unit, you'll be able to:

  • Create a workbook from records.
  • Add a prompt column.

Create the Workbook

  1. Open Agentforce Grid and click New Workbook.
  2. Import 50 open opportunities.
  3. Add a prompt column that drafts a next-step email.
Check ChallengeDemo check
Previous UnitGet to Know Agentforce GridNext Unit Evaluate Prompts and Agents at Scale