Agentforce Capabilities in Setup (Beta)

Note Setup with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement, if executed by Customer, and the Non-GA Credit Consumption term in the Product Terms Directory. Enabling this pilot or beta service consumes Data 360 credits and is at the Customer's sole discretion.

To get a summary of the tasks that the Setup agent can help you with, ask,“What can you do?” You can also ask for further details about specific Setup areas.

• User Access Management in Setup with Agentforce (Beta)
  Use Agentforce to troubleshoot user access issues, review the permissions and access that users have, and understand how access is configured.
• User Management in Setup with Agentforce (Beta)
  Use Agentforce to clone users and manage their details, access assignments, and passwords.
• Data Model Management in Setup with Agentforce (Beta)
  Use Agentforce to create custom objects, fields, and relationships in your org.
• Flows in Setup with Agentforce (Beta)
  Use Agentforce to create, list, and summarize flows using natural language commands.
• Reports and Dashboards in Setup with Agentforce (Beta)
  Use Agentforce to create custom report types to meet your users’ reporting requirements. The agent examines existing report types to find some related to your request. It also proposes the structure of a new custom report type that closely matches your specifications.
• Formulas in Setup with Agentforce (Beta)
  Use Agentforce to get help with Salesforce formulas. Create, modify, explain, validate, and fix formulas directly within Setup pages.
• Events in Setup with Agentforce (Beta)
  Use Agentforce to get usage metrics for platform event usage in your org.
• Identity Management in Setup with Agentforce (Beta)
  Use Agentforce to configure Salesforce identity services like creating an external client app or migrating a connected app.
• Lightning Pages in Setup with Agentforce (Beta)
  Agentforce can create a Lightning page based on the requirements you give it, such as object, page type, required components, and use case. The agent takes the specifications, analyzes them, and proposes the page structure, components, and fields that most closely match them.
• Org Health and Usage (Beta)
  Use Agentforce to get information about your org’s health and usage metrics.
• Salesforce Mobile App and Page Creation with Setup with Agentforce (Pilot)
  Agentforce can design and create mobile apps and home pages by using specific requirements that you provide, such as user roles, data needs, and components. The agent analyzes your business workflow, proposes a structured plan, and executes the creation of the mobile experience after you approve the design.
• Setup Information and Navigation (Beta)
  Use Agentforce to get information sourced from Salesforce documentation directly in the flow of work, with links to relevant Setup pages or Salesforce Go features. You can also get information about setup changes tracked in the Setup Audit Trail.