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Agentforce and Einstein Generative AI
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            Ideate Your Agentforce Solution

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            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Ideate Your Agentforce Solution

            Build your Agentforce solution from the ground up by understanding the basics of a successful AI project. Then, learn about the basics of agents so that you can get started quickly.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
            Note
            Note Beginning in April 2026, agent topics are now called subagents. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation.
            • What Are Agents?
              Agents are goal-oriented, autonomous AI assistants that perform tasks and business and make data-driven decisions. Learn more about agents and how they compare to Einstein Bots.
            • Agent Types and Considerations
              Learn about agent types and default templates for specific clouds and common use cases.
            • Agent Execution Context and Data Access by Type
              Learn how Agentforce Employee, Lead Nurturing (Sales), and Service agents run actions and how data access is controlled for each agent type.
            • Plan Your AI Agent
              Planning an AI agent is crucial for several reasons. It ensures that your AI project aligns with your company's overall AI strategy and business goals. It also helps you define the agent's work and assess its potential impact on the organization.
             
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