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Set Up and Maintain Your Salesforce Organization
Setup Information and Navigation in Setup with Agentforce

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Setup Information and Navigation in Setup with Agentforce

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. Delete leftover Setup Page Search Metadata artifacts in Data 360 to reclaim storage without affecting the Setup agent.

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 Grant Permissions to Use Setup with Agentforce.

AND

The required permissions for the task listed in the table.

Agentforce can help you with these tasks and requests related to Setup information and navigation.

Supported Task Example Requests Additional Required User Permissions
Get information on what the Setup agent can help you with.
  • “What can you do?”
  • “What can you do related to user management?”
 None
Get information about a Salesforce task or feature and get links to relevant setup pages
  • “How do I enable knowledge search answers in experience sites?”
  • “How to do pre-filtering with search manager?”
 None
Navigate directly to the relevant Setup or Salesforce Go page to complete a task
  • “Where can I create my own Agentforce agent?”
  • “Where can I configure org-wide email addresses for sending emails?”
 None
Get Setup Audit Trail entries filtered by a specific criteria
  • “Show changes made by Connor Tan during the last 100 days.”
  • “Filter audit trail data by changes related to permission sets.”
 None

Setup Information and Navigation Considerations

  • When Setup with Agentforce is initially enabled in your org, navigation links may take up to 20 minutes to become available.
  • Optionally, you can enable Data 360 when enabling Setup with Agentforce. Data 360 standard permission sets are associated with the default data space when Data 360 is enabled. For more information, see Associate a Permission Set with a Data Space.
  • If Data 360 was enabled when you turned on Setup with Agentforce, leftover Setup Page Search Metadata artifacts can remain in Data 360. Salesforce now provides Setup page metadata through a Salesforce-managed service, so these artifacts aren’t used for Setup information and navigation. To reclaim storage, delete them. Leaving them in place doesn’t affect the Setup agent.
 
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