Today on the Salesforce Admins Podcast, we talk to Avi Shah, Senior Director of Product Management for Salesforce AI.

Join us as we chat about Agentforce Grid, a new way to coordinate data, automation, and AI agents.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Avi Shah.

Spreadsheet-style AI workflows to simplify complex automation

Salesforce Admins deal with data, automations, and AI every day. But how do you make everything work together in a way that makes sense? That's why I sat down with Avi Shah to talk about Agentforce Grid, a spreadsheet-like tool for creating AI workflows.

"Agentforce Grid is, in our opinion, the fastest and easiest way to build AI workflows," Avi says. "You have columns for your data and the actions you want to take with it." Some columns are AI-based, enabling you to run prompts or agents you've built, and others are action-based, allowing you to update records or call an invokable action to send an email.

Put it all together, and you can build complex AI automations that can transform your organization's workflows.

Combining data and actions

As Avi explains, Agentforce Grid gives you a simple, spreadsheet UI to perform powerful transformations on your data. You can pull things from Data Cloud, uploads, or even the web into a data column.

Action columns give you a way to act. You can run prompt templates, agents you've already built, or inline prompts. Not everything needs to be an AI step, however—you can also perform more deterministic actions like formulas, updating records, or invoking flows.

AI and non-AI actions work together in workflows

All of this makes more sense when we talk about actual use cases. For example, you can use Agentforce Grid to assist with case categorization, working with a list of cases, a prompt column to analyze them, and another prompt column to look at those analyses and categorize them based on theme, priority, or issue.

Avi has also seen customers take advantage of Agentforce Grid for transcript and session analysis for customer-facing agents. You can use the prompt column to analyze, classify, and extract information from transcripts to make sure that everything is working the way you want it to work.

Be sure to listen to the full conversation for more from Avi on Agentforce Grid. And don't forget to subscribe to the Salesforce Admins Podcast so you never miss an episode.

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Learn more

• Salesforce Admins Blog Post: How Salesforce Admins Can Streamline AI Workflows With Agentforce Grid

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Full show transcript