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AI Actions for Cloud Resources Management
Employees can automate cloud resource management and execute critical operations using Agentforce in a channel of their choice, such as the portal, Slack, or Teams. Provision VMs and storage, set up development stacks, manage firewall changes, and report virtual machine issues to reduce time to resolution.
Required Editions
| Available in: Lightning Experience |
| Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on. |
Agentforce guides employees through provisioning VMs and storage, setting up development stacks, managing firewall changes, and reporting virtual machine issues, eliminating the need for manual processes.
Answer Questions with Knowledge
Here's how an employee asks a question and gets a relevant answer from the knowledge base by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Ask a question about cloud resource management policies, procedures, or troubleshooting steps so that the agent can search the knowledge base and provide a relevant answer. |
|
The agent searches the knowledge base and returns a relevant answer based on your question (for example, to provision a new virtual machine, submit a cloud resource request through the service catalog, specifying the VM size, region, and intended use). If no match is found, the agent offers to raise a ticket or escalate to the support team. | Answer Questions with Knowledge |
Get Eligible Service Catalog Items
Here's how an employee retrieves eligible service catalog items based on a description by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Describe the cloud resource or operation you need so that the agent can retrieve the eligible service catalog items that match your request. |
|
The agent retrieves a list of eligible service catalog items based on your description and presents the matching results (for example, based on your request, the following service catalog items are available: VM Provisioning, Cloud Storage Expansion, Development Stack Setup, and Firewall Rule Change). Select an item to proceed with your request. | Get Eligible Service Catalog Items |
Execute Service Catalog Item Flow
Here's how an employee runs a service catalog item flow by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Request a cloud resource service catalog item so that the agent can initialize the flow using the product ID and guide you through each configuration step until the request is complete. |
|
The agent initializes the service catalog item flow using the product ID and guides you through a series of steps, collecting the required inputs at each stage (for example, after you select VM Provisioning, the agent prompts you to specify the VM size, operating system, region, and intended use). The agent continues looping through subsequent steps until the flow is complete or an error is returned.  Note This action is designed for catalog items with a manageable, predictable set
of configuration options. It is not intended for highly complex product
configurations. |
Execute Service Catalog Item Flow |
Get Product Launch Card
Here's how an employee retrieves product or service process launch details by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Provide the cloud service or resource name so that the agent can retrieve the corresponding process launch details, including the cover image and the intake form link. |
|
The agent retrieves the process launch details for the requested cloud service and presents a card with the cover image and a link to the specific intake form (for example, here is the launch card for the VM Provisioning process. Click the link to open the intake form and submit your request). | Get Product Launch Card |
Create Incident For Employee
Here's how an employee creates an incident for an unresolved issue by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Describe your cloud resource issue so that the agent can create an incident on your behalf if the issue cannot be resolved with knowledge articles or if no relevant articles exist. |
|
The agent creates an incident for the reported cloud resource issue and provides a confirmation with the ticket number (for example, INC-0045, virtual machine unresponsive in us-west-2, status: assigned to Cloud Operations team). Note The agent creates an incident only when the issue cannot be resolved with
existing knowledge articles or when no relevant articles are available. If
matching knowledge articles are found, the agent presents them first before
creating an incident. |
Create Incident For Employee |
