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

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            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.

            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.

            For more information about the existing Einstein for Formulas functionality, see Get an Explanation for a Formula and Fix Errors with Einstein for Formulas.

            Agentforce can help you with these tasks and requests related to formula management.

            Supported Task Example Requests Additional Required User Permissions
            Get information on supported tasks for formula management
            • “What can you do related to formulas?”
            • “How can you help me manage formulas?”
            		 None
            Explain a Salesforce formula
            • “Describe the validation rule formula.”
            • “Explain what this formula field does.”
            • “What does this default value expression do?”
            • “Provide a detailed explanation of what this validation rule formula checks and how it prevents invalid data.”
            		 None
            Validate a Salesforce formula
            • “Is this formula valid?”
            • “Check this formula.”
            		 None
            Fix syntax errors in formulas, such as structural errors, typos, and references to nonexistent fields
            • “Fix this formula.”
            • “Fix the formula for Annual_Revenue__c in the Account object.”
            		 None
            Create a Salesforce formula
            • “Create a formula.”
            • “Create a formula on Close Date that checks whether the Close Date falls in the current month or in the next month of the same year.”
            		 None
            Modify and fix syntax errors in formulas, such as structural errors, typos, and references to nonexistent fields
            • “Modify this formula.”
            • “Modify the formula on Close Date to check the next three months in the current year.”
            		 None

            Formula Considerations

            • When both Einstein for Formulas and Setup with Agentforce are enabled in your org, the Setup with Agentforce formula actions take precedence.
            • All custom objects and these standard objects are supported for creating and modifying formulas.
              • Account
              • Asset
              • Campaign
              • Case
              • Contact
              • Contract
              • Lead
              • Opportunity
              • Quotes
            • Spanning relationships (cross-object fields) aren’t supported when creating and modifying formulas.
             
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