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Set Up and Maintain Your Salesforce Organization
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            Flows in Setup with Agentforce (Beta)

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            Flows in Setup with Agentforce (Beta)

            Use Agentforce to create, list, and summarize flows using natural language commands.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed
            To use Setup with Agentforce:

            The required permissions for Setup with Agentforce. See Assign Required Permissions and Access for Setup with Agentforce (Beta).

            AND

            The required permissions for the task listed in the table.
            Note
            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.

            Agentforce can help you with these tasks and requests related to flow automations.

            Supported Task Example Requests Additional Required User Permissions
            Get information on supported tasks for flow automations
            • “What can you do related to flows?”
            • “How can you help me with flows?”
            		 None
            Create a flow for specific use cases
            • “Create a before-save record triggered flow that sets the status of newly created cases to Escalated.”
            • “Create a record triggered flow that starts when an account is updated and copies the account's phone number to all related contacts.”

            Manage Flow
            Summarize a flow based on the flow label or API name
            • “Summarize a flow that mentions the Opportunity object in its label.”
            • “Summarize a flow that has ActiveDeliveryTime in the flow name.”
            • “Summarize the flow get_case_by_id”

            Manage Flow
            Retrieve flows based on specific filter criteria such as Progress Status, Flow Type, and Last Modified Date
            • “Show me all the active flows created in the last two days.”
            • “Show me all the flows that are currently in the Draft status.”

            Manage Flow

            Flow Considerations

            • In prompts related to creating a flow, you must specify the intended purpose of the flow.
            • Setup with Agentforce can create only autolaunched, record-triggered, and schedule-triggered flows.
             
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