Introduction to Salesforce Opportunity Attachment Insights using AI Agent recipe
Prerequisites
Configuring Salesforce Change Data Capture
Creating a custom field in the Salesforce Opportunity entity
Configuring Salesforce Apex Triggers
Salesforce Opportunity Attachment Insights using AI Agent recipe contents
Salesforce Opportunity Attachment Insights using AI Agent recipe assets
Using the Salesforce Opportunity Attachment Insights using AI Agent the recipe
Step 1. Copy and access the recipe
Step 2. Configure and publish the Salesforce connection
Step 3. Configure and publish the Amazon S3 connection
Step 4. Configure and publish the Amazon Bedrock connection
Step 5. Configure and publish the processes
Introduction to Salesforce Opportunity Attachment Insights using AI Agent recipe
Step 5. Configure and publish the processes