https://tarek-ai.com/tags/agent-builder/ Recent content in Agent Builder on tarek ai https://tarek-ai.com/%3Clink%20or%20path%20of%20image%20for%20opengraph,%20twitter-cards%3E https://tarek-ai.com/%3Clink%20or%20path%20of%20image%20for%20opengraph,%20twitter-cards%3E Hugo en-us Tue, 07 Apr 2026 00:00:00 +0000 https://tarek-ai.com/portfolio/saleforce_lead_search/ Tue, 07 Apr 2026 00:00:00 +0000 https://tarek-ai.com/portfolio/saleforce_lead_search/ <h1 id="searching-for-leads-with-salesforce-agentforce">Searching for Leads with Salesforce Agentforce</h1> <p>Building on my lead enrichment automation, I wanted to create a more intuitive way for sellers to interact with their data. Instead of scrolling through list views, I built a custom Agentforce Agent that allows sellers to find high-value prospects simply by asking.</p> <hr> <h2 id="the-three-ingredients">The Three Ingredients</h2> <h3 id="1-custom-fields--logic">1. Custom Fields &amp; Logic</h3> <p>To make the search meaningful, I added industry-specific fields like Estimated Monthly Orders, Average Order Value, Cuisine, and delivery availability. I then built a Lead Score Flow that calculates a priority score using this formula:</p> https://tarek-ai.com/portfolio/salesforce_lead/ Fri, 26 Dec 2025 00:00:00 +0000 https://tarek-ai.com/portfolio/salesforce_lead/ <h1 id="basic-lead-enrichment-in-salesforce-with-agentforce">Basic Lead Enrichment in Salesforce with Agentforce</h1> <p>To get more hands-on experience with Salesforce automation, I used a Developer Edition org to build a basic AI-assisted lead enrichment flow. When a new Lead is created with limited company information, the automation uses <strong>Agentforce</strong> to look for missing contact details and then updates the Lead record.</p> <p>The goal was simple: reduce manual research for fields like <strong>phone number</strong>, <strong>email</strong>, and <strong>website</strong>, while still keeping the setup easy to inspect and improve.</p>